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

70 hedge funds and large institutions have $96.7M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$1.84M
2
GC
Guggenheim Capital
Illinois
+$1.11M
3
NMC
Nine Masts Capital
Hong Kong
+$959K
4
Allianz Asset Management
Allianz Asset Management
Germany
+$852K
5
LPL Financial
LPL Financial
California
+$703K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.26M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$971K
4
Wells Fargo
Wells Fargo
California
-$806K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
26
Diligent Investors
California
$667K +$936 +77 +0.1%
AA
27
Apriem Advisors
California
$625K – – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$543K +$543K +44,717 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$501K +$181K +14,924 +57%
Osaic Holdings
30
Osaic Holdings
Arizona
$470K +$15.1K +1,241 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$458K +$92.5K +7,610 +25%
Bank of America
32
Bank of America
North Carolina
$456K +$36.9K +3,035 +9%
IWC
33
Integrated Wealth Concepts
Massachusetts
$436K +$231 +19 +0.1%
PWSG
34
Pacific Wealth Strategies Group
California
$402K -$4.92K -405 -1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$398K +$194K +15,995 +95%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$374K -$10.8K -813 -3%
LCM
37
Lazari Capital Management
California
$349K – – –
CRWM
38
Castle Rock Wealth Management
California
$296K +$70 +6 +0%
VHAM
39
Van Hulzen Asset Management
California
$288K -$25K -2,057 -8%
SSWM
40
Strait & Sound Wealth Management
California
$263K – – –
Cerity Partners
41
Cerity Partners
New York
$257K – – –
Creative Planning
42
Creative Planning
Kansas
$253K +$620 +51 +0.2%
DADC
43
D.A. Davidson & Co
Montana
$251K -$4.12K -339 -2%
SWP
44
Stratos Wealth Partners
Ohio
$237K – – –
EFG
45
Ehrlich Financial Group
California
$225K -$25.8K -2,123 -10%
CWP
46
Core Wealth Partners
California
$224K – – –
SCA
47
Snowden Capital Advisors
New York
$220K +$220K +18,039 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$208K – – –
PFA
49
Pure Financial Advisors
California
$208K – – –
PWM
50
Perigon Wealth Management
California
$206K -$16K -1,315 -7%
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