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

56 hedge funds and large institutions have $73.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$17.6M
2
AAM
Advisors Asset Management
Colorado
$3.49M
3
AWS
Atria Wealth Solutions
New York
$453K
4
Wells Fargo
Wells Fargo
California
$8.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$410K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$6M
2
OFG
OTA Financial Group
New York
$0
3
DADC
D.A. Davidson & Co
Montana
$578K
4
TFO
Tarbox Family Office
California
$0
5
KPW
Kore Private Wealth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$410K +$410K +34,699 New
RPCA
27
Running Point Capital Advisors
California
$360K – – –
Bank of America
28
Bank of America
North Carolina
$327K -$110K -9,296 -25%
VHAM
29
Van Hulzen Asset Management
California
$323K – – –
CRWM
30
Castle Rock Wealth Management
California
$295K +$47 +4 +0%
LC
31
Lindbrook Capital
California
$292K – – –
SCA
32
Snowden Capital Advisors
New York
$291K +$3.13K +265 +1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$283K -$14.4K -1,216 -5%
Creative Planning
34
Creative Planning
Kansas
$282K +$3.57K +302 +1%
GJIC
35
Gamble Jones Investment Counsel
California
$260K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$243K +$1.16K +98 +0.5%
SWP
37
Stratos Wealth Partners
Ohio
$242K – – –
VCM
38
Vivaldi Capital Management
Illinois
$236K -$51.3K -4,436 -18%
GPC
39
Garrison Point Capital
California
$177K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$176K +$16.9K +1,427 +11%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$172K +$172K +14,525 New
MMA
42
Miracle Mile Advisors
California
$167K +$295 +25 +0.2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$154K +$154K +13,069 New
RCM
44
RB Capital Management
Nevada
$150K +$1.32K +112 +0.9%
FNWM
45
Financial Network Wealth Management
Utah
$144K – – –
KCM
46
Kennicott Capital Management
California
$142K – – –
BTI
47
Blue Trust Inc
Georgia
$82K – – –
BWA
48
BDO Wealth Advisors
Florida
$65K – – –
AF
49
Allworth Financial
California
$35K – – –
PO
50
Private Ocean
California
$20K – – –
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