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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

69 hedge funds and large institutions have $81.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.04M
2
LCM
Leisure Capital Management
California
+$1.01M
3
GC
Guggenheim Capital
Illinois
+$1,000K
4
LSC
Logan Stone Capital
Illinois
+$630K
5
Walleye Capital
Walleye Capital
New York
+$436K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.23M
2
UBS Group
UBS Group
Switzerland
-$939K
3
RPCA
Running Point Capital Advisors
California
-$489K
4
LC
Lindbrook Capital
California
-$304K
5
VCM
Vivaldi Capital Management
Illinois
-$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$472K -$116K -9,975 -20%
DADC
27
D.A. Davidson & Co
Montana
$458K -$137K -11,809 -23%
Bank of America
28
Bank of America
North Carolina
$453K +$184K +15,800 +68%
Walleye Capital
29
Walleye Capital
New York
$436K +$436K +37,476 New
Osaic Holdings
30
Osaic Holdings
Arizona
$394K -$58.2K -4,997 -13%
LCM
31
Landscape Capital Management
New Jersey
$389K +$248K +21,304 +175%
SSWM
32
Strait & Sound Wealth Management
California
$360K -$5.82K -500 -2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$351K +$351K +30,161 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$333K +$30.6K +2,625 +10%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$311K +$295K +25,393 +1,896%
CRWM
36
Castle Rock Wealth Management
California
$295K +$59 +5 +0%
WAM
37
Wolverine Asset Management
Illinois
$293K +$293K +25,166 New
PWM
38
Perigon Wealth Management
California
$288K +$288K +24,753 New
IP
39
Ignite Planners
California
$283K +$694 +60 +0.2%
VHAM
40
Van Hulzen Asset Management
California
$276K -$42K -3,600 -13%
WWM
41
Western Wealth Management
Colorado
$258K -$42.9K -3,685 -14%
Cerity Partners
42
Cerity Partners
New York
$257K +$257K +22,046 New
Creative Planning
43
Creative Planning
Kansas
$240K -$9K -773 -4%
SWP
44
Stratos Wealth Partners
Ohio
$239K – – –
AWS
45
Atria Wealth Solutions
New York
$231K -$215K -18,425 -48%
CWP
46
Core Wealth Partners
California
$214K +$214K +18,425 New
PFA
47
Pure Financial Advisors
California
$199K -$11.2K -960 -5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$183K +$183K +15,704 New
GCA
49
Gradient Capital Advisors
California
$167K – – –
VF
50
Virtu Financial
New York
$164K -$32.7K -2,806 -17%
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