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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 $83.3M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
Logan Stone Capital
Illinois
$2.13M
2
AA
AQR Arbitrage
Connecticut
$1.64M
3
GC
Guggenheim Capital
Illinois
$8.55M
4
Morgan Stanley
Morgan Stanley
New York
$20.1M
5
WAM
Wolverine Asset Management
Illinois
$635K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.57M
2
Walleye Capital
Walleye Capital
New York
$0
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.19M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.9K
5
Mariner
Mariner
Kansas
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$532K +$146K +12,676 +38%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$514K -$70K -6,071 -12%
KAS
28
Kestra Advisory Services
Texas
$472K +$3.54K +307 +0.8%
DADC
29
D.A. Davidson & Co
Montana
$445K -$8.62K -747 -2%
Bank of America
30
Bank of America
North Carolina
$430K -$18.8K -1,629 -4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$413K +$65.2K +5,650 +19%
LCM
32
Lazari Capital Management
California
$332K +$332K +28,761 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$317K -$12.9K -1,120 -4%
PWM
34
Perigon Wealth Management
California
$286K – – –
SSWM
35
Strait & Sound Wealth Management
California
$282K -$75K -6,500 -21%
IP
36
Ignite Planners
California
$277K +$711 +63 +0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
$276K -$115K -9,961 -29%
VHAM
38
Van Hulzen Asset Management
California
$273K -$497 -43 -0.2%
VF
39
Virtu Financial
New York
$270K +$108K +9,369 +67%
WWM
40
Western Wealth Management
Colorado
$256K +$219 +19 +0.1%
Cerity Partners
41
Cerity Partners
New York
$254K – – –
Creative Planning
42
Creative Planning
Kansas
$238K +$519 +45 +0.2%
SWP
43
Stratos Wealth Partners
Ohio
$237K – – –
CRWM
44
Castle Rock Wealth Management
California
$217K -$66.5K -5,923 -23%
CWP
45
Core Wealth Partners
California
$213K – – –
PFA
46
Pure Financial Advisors
California
$197K – – –
AWS
47
Atria Wealth Solutions
New York
$186K -$43.8K -3,781 -19%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$173K +$173K +15,006 New
SCM
49
Saba Capital Management
New York
$172K +$172K +14,902 New
GCA
50
Gradient Capital Advisors
California
$166K – – –
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