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

67 hedge funds and large institutions have $111M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.5M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.99M
3
GC
Guggenheim Capital
Illinois
+$817K
4
LCM
Landscape Capital Management
New Jersey
+$799K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$389K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.49M
2
EW
Evoke Wealth
California
-$1.74M
3
Wells Fargo
Wells Fargo
California
-$1.68M
4
LSC
Logan Stone Capital
Illinois
-$1.11M
5
LCM
Leisure Capital Management
California
-$854K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$480K +$4.78K +414 +1%
Osaic Holdings
27
Osaic Holdings
Arizona
$432K +$144K +12,513 +50%
IWC
28
Integrated Wealth Concepts
Massachusetts
$414K +$208 +18 +0.1%
Bank of America
29
Bank of America
North Carolina
$398K +$32.3K +2,796 +9%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$389K +$389K +28,975 New
PWSG
31
Pacific Wealth Strategies Group
California
$387K -$102K -8,803 -21%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$347K -$128K -11,085 -27%
LCM
33
Lazari Capital Management
California
$332K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$304K -$11.1K -960 -4%
VHAM
35
Van Hulzen Asset Management
California
$297K +$24.4K +2,120 +9%
CRWM
36
Castle Rock Wealth Management
California
$291K +$58 +5 +0%
Cerity Partners
37
Cerity Partners
New York
$254K – – –
SSWM
38
Strait & Sound Wealth Management
California
$249K – – –
DADC
39
D.A. Davidson & Co
Montana
$242K -$132K -11,403 -35%
Creative Planning
40
Creative Planning
Kansas
$240K +$15.4K +1,333 +7%
EFG
41
Ehrlich Financial Group
California
$238K +$238K +20,633 New
SWP
42
Stratos Wealth Partners
Ohio
$225K -$11.7K -1,018 -5%
WWM
43
Western Wealth Management
Colorado
$225K -$31.8K -2,754 -12%
CWP
44
Core Wealth Partners
California
$213K – – –
PWM
45
Perigon Wealth Management
California
$211K -$74.9K -6,488 -26%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$198K -$9.6K -831 -5%
PFA
47
Pure Financial Advisors
California
$197K – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$193K +$76.3K +6,611 +65%
AWS
49
Atria Wealth Solutions
New York
$190K +$23.1K +2,000 +14%
CTA
50
Camelot Technology Advisors
California
$167K +$167K +14,501 New
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