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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

64 hedge funds and large institutions have $99.2M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$946K
2
BCM
Bluefin Capital Management
New York
+$441K
3
LCM
Leisure Capital Management
California
+$418K
4
CRWM
Castle Rock Wealth Management
California
+$372K
5
RJA
Raymond James & Associates
Florida
+$273K

Top Sellers

1
C
Certuity
Florida
-$1.4M
2
UBS Group
UBS Group
Switzerland
-$1.13M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
4
RCM
Rivernorth Capital Management
Florida
-$719K
5
FFA
First Foundation Advisors
California
-$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
26
Ridgewood Investments
New Jersey
$422K – – –
Ameriprise
27
Ameriprise
Minnesota
$421K -$443 -28 -0.1%
COLIM
28
City of London Investment Management
United Kingdom
$414K – – –
VHAM
29
Van Hulzen Asset Management
California
$401K – – –
Creative Planning
30
Creative Planning
Kansas
$388K -$20.6K -1,300 -5%
CRWM
31
Castle Rock Wealth Management
California
$372K +$372K +25,191 New
GJIC
32
Gamble Jones Investment Counsel
California
$349K – – –
SWP
33
Stratos Wealth Partners
Ohio
$325K – – –
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$317K – – –
FAT
35
First American Trust
California
$309K – – –
DI
36
Diligent Investors
California
$280K -$46.8K -2,950 -14%
WIA
37
World Investment Advisors
California
$279K -$109K -7,550 -28%
Invesco
38
Invesco
Georgia
$258K -$377K -23,763 -59%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$239K -$61.4K -3,875 -20%
GPC
40
Garrison Point Capital
California
$237K – – –
Stifel Financial
41
Stifel Financial
Missouri
$230K -$14.2K -898 -6%
MMA
42
Miracle Mile Advisors
California
$223K +$333 +21 +0.1%
RCM
43
RB Capital Management
Nevada
$205K +$1.58K +100 +0.8%
FNWM
44
Financial Network Wealth Management
Utah
$193K – – –
MWA
45
Monograph Wealth Advisors
California
$191K +$191K +12,050 New
FFA
46
First Foundation Advisors
California
$189K -$662K -41,736 -78%
WP
47
WealthSource Partners
California
$188K +$2.07K +131 +1%
BPWM
48
Badgley Phelps Wealth Managers
Washington
$184K – – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$181K +$181K +11,442 New
OIA
50
OneDigital Investment Advisors
Kansas
$178K +$178K +11,239 New
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