Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
213KNew |
$2.61M - $2.95M
|
213K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 6.1% |
$1.67M - $1.88M
|
2.36M
$30M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90KNew |
$1.11M - $1.25M
|
90K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 22.39% |
$452K - $510K
|
201K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33K+ 9.38% |
$406K - $458K
|
385K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27KNew |
$332K - $375K
|
27K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.1KNew |
$199K - $224K
|
16.1K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 29.02% |
$141K - $159K
|
51.1K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 10.76% |
$136K - $153K
|
114K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 5.16% |
$134K - $151K
|
222K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.1K+ 23.97% |
$124K - $140K
|
52.2K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9KNew |
$111K - $125K
|
9K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.85K+ 78.5% |
$96.6K - $109K
|
17.9K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.5K+ 7.14% |
$79.9K - $90.2K
|
97.6K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23K+ 19.92% |
$52K - $58.7K
|
25.4K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.53K+ 9.72% |
$31.1K - $35.1K
|
28.5K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.06KNew |
$25.4K - $28.6K
|
2.06K
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.9K+ 0.71% |
$23.4K - $26.4K
|
269K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 10.97% |
$21.4K - $24.1K
|
17.6K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
660+ 3.54% |
$8.12K - $9.16K
|
19.3K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 4.13% |
$7.75K - $8.74K
|
15.9K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
589+ 0.39% |
$7.24K - $8.18K
|
150K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
537+ 2.89% |
$6.61K - $7.45K
|
19.1K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
392+ 0.6% |
$4.82K - $5.44K
|
65.3K
$829K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$2.83K - $3.19K
|
230
$2.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
158+ 0.48% |
$1.94K - $2.19K
|
33.3K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156+ 1.46% |
$1.92K - $2.17K
|
10.8K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105+ 0.5% |
$1.29K - $1.46K
|
21.1K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208- 25.27% |
$2.56K - $2.89K
|
615
$7.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-304- 0.17% |
$3.74K - $4.22K
|
175K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 4.51% |
$16.3K - $18.3K
|
28K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 4.28% |
$19.1K - $21.5K
|
34.7K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.8K- 2.45% |
$22.1K - $25K
|
71.6K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.33K- 9.8% |
$41K - $46.2K
|
30.6K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 6.97% |
$85.7K - $96.7K
|
92.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10K- 26.13% |
$123K - $139K
|
28.3K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-13.7K- 24.68% |
$169K - $191K
|
41.9K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-26K- 26.25% |
$320K - $361K
|
73.2K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-27.8K- 15.81% |
$342K - $386K
|
148K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 22.57% |
$1.34M - $1.51M
|
374K
$4.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-142K- 31.17% |
$1.74M - $1.97M
|
313K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-164K- 14.38% |
$2.02M - $2.28M
|
977K
$12.4M
|