Purchases and Sales Made in Q1 2025 in Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information about the institutional ownership of Nuveen California Amt Free Quality Municipal Income Fund (NKX) during Q1 2025. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82KNew |
$1.03M - $1.07M
|
82K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 19.69% |
$951K - $990K
|
461K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.7K+ 3.2% |
$948K - $987K
|
2.44M
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.9KNew |
$939K - $978K
|
74.9K
$881K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.6KNew |
$509K - $530K
|
40.6K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.1KNew |
$302K - $314K
|
24.1K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.8KNew |
$211K - $220K
|
16.8K
$198K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 8.22% |
$207K - $215K
|
217K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14K+ 3.75% |
$176K - $183K
|
388K
$4.57M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 200.98% |
$161K - $168K
|
19.3K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 185.41% |
$86.5K - $90.1K
|
10.6K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.39K+ 22.59% |
$80K - $83.3K
|
34.7K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.14KNew |
$26.8K - $27.9K
|
2.14K
$25.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.06K+ 100.0% |
$25.9K - $26.9K
|
4.13K
$48.5K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 3.1% |
$16.3K - $17K
|
43.2K
$508K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $11.7K
|
900
$10.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
321+ 1.19% |
$4.02K - $4.19K
|
27.3K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
305+ 0.2% |
$3.82K - $3.98K
|
151K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
81+ 0.24% |
$1.01K - $1.06K
|
33.4K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55+ 0.26% |
$689 - $718
|
21.1K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
38+ 0.2% |
$476 - $496
|
19.2K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18+ 0.06% |
$226 - $235
|
28.5K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.01% |
$62.7 - $65.3
|
34.8K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$25.1 - $26.1
|
17.6K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-128- 0.42% |
$1.6K - $1.67K
|
30.5K
$359K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-266- 49.63% |
$3.33K - $3.47K
|
270
$3.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-644- 2.3% |
$8.07K - $8.4K
|
27.4K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.21% |
$13.3K - $13.9K
|
24.2K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.73K- 2.65% |
$21.7K - $22.6K
|
63.6K
$748K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$25.9K - $26.9K
|
2.06K
$24.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.14K- 2.98% |
$26.8K - $27.9K
|
69.5K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.73K- 2.13% |
$46.7K - $48.7K
|
172K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.09K- 6.96% |
$63.8K - $66.5K
|
68.1K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.12K- 11.98% |
$76.7K - $79.9K
|
45K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.54K- 38.15% |
$81.9K - $85.3K
|
10.6K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 6.58% |
$183K - $191K
|
207K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.1K- 6.72% |
$227K - $236K
|
251K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.9K- 24.31% |
$274K - $286K
|
68.1K
$801K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 24.51% |
$285K - $297K
|
70.2K
$825K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.4K- 9.09% |
$356K - $371K
|
284K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-40.4K- 41.39% |
$506K - $527K
|
57.2K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.9K- 49.25% |
$701K - $730K
|
57.6K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-103K- 10.49% |
$1.28M - $1.34M
|
875K
$10.3M
|