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

61 hedge funds and large institutions have $76.3M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% 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
18
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$2.98M
2
Morgan Stanley
Morgan Stanley
New York
$19.3M
3
Fisher Asset Management
Fisher Asset Management
Washington
$864K
4
GC
Guggenheim Capital
Illinois
$8.34M
5
LSC
Logan Stone Capital
Illinois
$2.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.59M
2
SCA
Snowden Capital Advisors
New York
$0
3
Wells Fargo
Wells Fargo
California
$5.12M
4
VF
Virtu Financial
New York
$0
5
LCM
Landscape Capital Management
New Jersey
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$422K +$3.06K +298 +0.7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$422K -$34.7K -3,387 -8%
IWC
28
Integrated Wealth Concepts
Massachusetts
$368K +$174 +17 +0%
DADC
29
D.A. Davidson & Co
Montana
$333K -$63.5K -6,188 -16%
Bank of America
30
Bank of America
North Carolina
$325K -$57.4K -5,593 -15%
LCM
31
Lazari Capital Management
California
$295K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$280K -$1.96K -191 -0.7%
Osaic Holdings
33
Osaic Holdings
Arizona
$256K +$10.9K +1,060 +4%
PWM
34
Perigon Wealth Management
California
$254K – – –
CRWM
35
Castle Rock Wealth Management
California
$253K +$59.4K +5,929 +31%
IP
36
Ignite Planners
California
$246K +$679 +68 +0.3%
VHAM
37
Van Hulzen Asset Management
California
$242K -$92 -9 -0%
LCM
38
Landscape Capital Management
New Jersey
$238K -$235K -22,938 -50%
WWM
39
Western Wealth Management
Colorado
$228K +$185 +18 +0.1%
Cerity Partners
40
Cerity Partners
New York
$226K – – –
SSWM
41
Strait & Sound Wealth Management
California
$225K -$25.3K -2,470 -10%
SWP
42
Stratos Wealth Partners
Ohio
$211K – – –
Creative Planning
43
Creative Planning
Kansas
$200K -$12.3K -1,194 -6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$190K +$190K +18,547 New
CWP
45
Core Wealth Partners
California
$189K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$184K +$30.3K +2,963 +20%
PFA
47
Pure Financial Advisors
California
$175K – – –
SCM
48
Saba Capital Management
New York
$153K – – –
AWS
49
Atria Wealth Solutions
New York
$149K -$15.5K -1,500 -9%
MA
50
Mutual Advisors
Nebraska
$143K – – –
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2
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