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

63 hedge funds and large institutions have $82.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
Regatta Capital Group
California
$2.66M
2
Mariner
Mariner
Kansas
$2.55M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.73M
4
Morgan Stanley
Morgan Stanley
New York
$19.8M
5
GC
Guggenheim Capital
Illinois
$7.08M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$7.4M
2
LCM
Leisure Capital Management
California
$1.15M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$670K
4
Wells Fargo
Wells Fargo
California
$8.28M
5
LPL Financial
LPL Financial
California
$882K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
26
Running Point Capital Advisors
California
$489K +$114K +9,228 +30%
AA
27
AQR Arbitrage
Connecticut
$485K +$485K +39,438 New
Osaic Holdings
28
Osaic Holdings
Arizona
$478K -$30K -2,436 -6%
AWS
29
Atria Wealth Solutions
New York
$464K – – –
SSWM
30
Strait & Sound Wealth Management
California
$385K +$385K +31,438 New
VHAM
31
Van Hulzen Asset Management
California
$336K -$406 -33 -0.1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$319K +$24.8K +2,019 +8%
WWM
33
Western Wealth Management
Colorado
$318K -$253K -20,589 -44%
CRWM
34
Castle Rock Wealth Management
California
$315K +$62 +5 +0%
LC
35
Lindbrook Capital
California
$304K – – –
IP
36
Ignite Planners
California
$304K +$304K +24,403 New
Bank of America
37
Bank of America
North Carolina
$284K -$56K -4,549 -16%
GJIC
38
Gamble Jones Investment Counsel
California
$271K – – –
Creative Planning
39
Creative Planning
Kansas
$263K -$31K -2,517 -11%
VCM
40
Vivaldi Capital Management
Illinois
$262K +$77 +6 +0%
SWP
41
Stratos Wealth Partners
Ohio
$252K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$246K +$63.1K +5,127 +34%
PFA
43
Pure Financial Advisors
California
$222K +$222K +18,054 New
VF
44
Virtu Financial
New York
$207K +$207K +16,859 New
GCA
45
Gradient Capital Advisors
California
$177K +$177K +14,354 New
MMA
46
Miracle Mile Advisors
California
$174K +$320 +26 +0.2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$169K -$84.2K -6,834 -33%
WIA
48
World Investment Advisors
California
$162K +$162K +13,155 New
LCM
49
Landscape Capital Management
New Jersey
$149K +$149K +12,142 New
RCM
50
RB Capital Management
Nevada
$138K -$18.3K -1,489 -12%
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