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Nuveen AMT-Free Quality Municipal Income Fund
NEA

Overview Fund Activity

288 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
5.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
98
Reduced
55
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
$92M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.09M
3
BAM
Brave Asset Management
New Jersey
$3.8M
4
CAN
Cetera Advisor Networks
California
$2.97M
5
UBS Group
UBS Group
Switzerland
$46.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$119M
2
Wells Fargo
Wells Fargo
California
$18M
3
SW
SlateStone Wealth
Florida
$0
4
PPA
Parametric Portfolio Associates
Washington
$88.3M
5
KIM
Karpus Investment Management
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Choate Investment Advisors
Massachusetts
$334K – – –
WKWM
152
Walter & Keenan Wealth Management
Indiana
$329K +$19.2K +1,224 +6%
SW
153
SVB Wealth
Massachusetts
$328K -$15.7K -1,000 -5%
KPWS
154
Kestra Private Wealth Services
Texas
$323K – – –
CC
155
Claybrook Capital
Massachusetts
$317K -$3.24M -206,818 -91%
SFG
156
SevenBridge Financial Group
Pennsylvania
$317K – – –
UR
157
USCA RIA
Texas
$315K +$135K +8,600 +75%
VR
158
Viridian RIA
Washington
$314K -$296K – –
BCMIO
159
Beacon Capital Management Inc (Ohio)
Ohio
$314K +$314K +20,000 New
AWM
160
Altavista Wealth Management
North Carolina
$314K +$314K +20,007 New
WMA
161
Wealth Management Associates
New Jersey
$313K +$1.37K +87 +0.4%
FCH
162
Freestone Capital Holdings
Washington
$313K – – –
RFC
163
Regions Financial Corp
Alabama
$312K – – –
PMG
164
ProVise Management Group
Florida
$301K – – –
IAMOG
165
Investors Asset Management of Georgia
Georgia
$299K -$9.34K -594 -3%
AIA
166
Armor Investment Advisors
North Carolina
$284K +$7.3K +465 +3%
SSB
167
Sandy Spring Bank
Maryland
$275K – – –
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$270K -$94.2K -6,000 -26%
BHWM
169
Bar Harbor Wealth Management
New Hampshire
$258K – – –
WP
170
WealthShield Partners
North Carolina
$257K +$98.1K +6,245 +62%
LFAS
171
Level Four Advisory Services
Texas
$252K – – –
DAS
172
Dynamic Advisor Solutions
Arizona
$250K +$250K +15,932 New
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$242K – – –
BCA
174
Bay Colony Advisors
Massachusetts
$235K +$346 +22 +0.1%
MA
175
MONECO Advisors
Connecticut
$232K +$126 +8 +0.1%
5 6
7
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