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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

64 hedge funds and large institutions have $91.1M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$13.6M
2
Wells Fargo
Wells Fargo
California
$4.26M
3
UBS Group
UBS Group
Switzerland
$2.17M
4
AAM
Advisors Asset Management
Colorado
$5.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$132K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.51M
2
EW
Evoke Wealth
California
$268K
3
AA
AQR Arbitrage
Connecticut
$2.17M
4
LSC
Logan Stone Capital
Illinois
$0
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$454K +$5.62K +449 +1%
DI
27
Diligent Investors
California
$413K -$274K -21,915 -40%
PWSG
28
Pacific Wealth Strategies Group
California
$410K -$3.72K -297 -0.9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$407K -$109K -8,733 -21%
LCM
30
Lazari Capital Management
California
$360K – – –
VHAM
31
Van Hulzen Asset Management
California
$326K +$30K +2,400 +10%
CRWM
32
Castle Rock Wealth Management
California
$319K +$38 +3 +0%
Cerity Partners
33
Cerity Partners
New York
$276K – – –
SSWM
34
Strait & Sound Wealth Management
California
$275K – – –
EW
35
Evoke Wealth
California
$268K -$1.63M -129,792 -86%
PFA
36
Pure Financial Advisors
California
$262K +$47.7K +3,815 +22%
Creative Planning
37
Creative Planning
Kansas
$261K +$713 +57 +0.3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$243K -$127K -9,675 -34%
EFG
39
Ehrlich Financial Group
California
$232K +$288 +23 +0.1%
CWP
40
Core Wealth Partners
California
$230K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$222K -$188K -15,000 -46%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$214K – – –
PWM
43
Perigon Wealth Management
California
$212K – – –
SCA
44
Snowden Capital Advisors
New York
$198K -$29.6K -2,350 -13%
DADC
45
D.A. Davidson & Co
Montana
$191K -$67.7K -5,412 -26%
AWS
46
Atria Wealth Solutions
New York
$183K – – –
CTA
47
Camelot Technology Advisors
California
$181K – – –
MA
48
Mutual Advisors
Nebraska
$177K – – –
Nomura Holdings
49
Nomura Holdings
Japan
$174K – – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$171K – – –
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