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Nuveen AMT-Free Quality Municipal Income Fund
NEA

Overview Fund Activity

288 hedge funds and large institutions have $940M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
29
Increased
101
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$186M
2
RCM
2
Rivernorth Capital Management
Florida
$84.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
BI
4
Bramshill Investments
Florida
$60.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$10M
2
Creative Planning
2
Creative Planning
Kansas
$526K
3
MSL
3
Mackay Shields LLC
New York
$10.2M
4
UBS Group
4
UBS Group
Switzerland
$16.6M
5
TIM
5
Tortoise Investment Management
New York
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Occidental Asset Management
California
$139K +$19.7K +1,799 +16%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$139K -$6.69K -610 -5%
WKWM
203
Walter & Keenan Wealth Management
Indiana
$138K – – –
PA
204
PFG Advisors
Arizona
$138K +$10.9K +1,000 +9%
ICG
205
InterOcean Capital Group
Tennessee
$137K – – –
PWP
206
Private Wealth Partners
California
$137K – – –
BFS
207
Bard Financial Services
Connecticut
$137K +$137K +12,500 New
LFA
208
Lauterbach Financial Advisors
Texas
$134K – – –
M&T Bank
209
M&T Bank
New York
$133K -$497K -45,432 -79%
NSIM
210
North Star Investment Management
Illinois
$133K – – –
WMA
211
Wealth Management Associates
New Jersey
$131K -$5.25K -480 -4%
SEM
212
Suncoast Equity Management
Florida
$130K +$130K +11,921 New
AWA
213
Acorn Wealth Advisors
Michigan
$128K +$667 +61 +0.5%
SCA
214
SMH Capital Advisors
Texas
$128K +$568 +52 +0.4%
S
215
SignatureFD
Georgia
$127K – – –
WQ
216
Wealth Quarterback
New Jersey
$127K +$1.21K +111 +1%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$123K +$123K +11,291 New
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$122K – – –
CCFM
219
Clear Creek Financial Management
Washington
$121K +$164 +15 +0.1%
CYG
220
Clean Yield Group
Vermont
$120K – – –
SA
221
Strategic Advisors
New York
$119K – – –
CIC
222
Cutler Investment Counsel
Oregon
$118K – – –
CBTWT
223
Community Bank & Trust (Waco, Texas)
Texas
$116K – – –
FFA
224
Founders Financial Alliance
North Carolina
$115K – – –
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$115K +$115K +10,501 New
7 8
9
10 11