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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 $103M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
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
24
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.95M
2
EW
Evoke Wealth
California
+$1.76M
3
GC
Guggenheim Capital
Illinois
+$756K
4
BAG
Bridgewealth Advisory Group
California
+$573K
5
UBS Group
UBS Group
Switzerland
+$514K

Top Sellers

1
AA
AQR Arbitrage
Connecticut
-$1.2M
2
NMC
Nine Masts Capital
Hong Kong
-$673K
3
BZWA
Blue Zone Wealth Advisors
California
-$632K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$215K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$176K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$520K -$7.01K -516 -1%
IWC
27
Integrated Wealth Concepts
Massachusetts
$493K -$204 -15 -0%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$462K +$19.8K +1,456 +4%
DI
29
Diligent Investors
California
$450K +$1.58K +116 +0.4%
PWSG
30
Pacific Wealth Strategies Group
California
$410K -$36K -2,649 -8%
Cerity Partners
31
Cerity Partners
New York
$399K +$99.2K +7,298 +33%
LCM
32
Lazari Capital Management
California
$391K – – –
VHAM
33
Van Hulzen Asset Management
California
$353K -$1.39K -102 -0.4%
CRWM
34
Castle Rock Wealth Management
California
$341K +$95 +7 +0%
SSWM
35
Strait & Sound Wealth Management
California
$299K – – –
WWM
36
Western Wealth Management
Colorado
$288K +$288K +21,220 New
Creative Planning
37
Creative Planning
Kansas
$285K +$1.06K +78 +0.4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$273K +$32K +2,357 +13%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$253K +$2.06K +152 +0.8%
EFG
40
Ehrlich Financial Group
California
$252K +$625 +46 +0.2%
AFP
41
Alpha Financial Partners
Kentucky
$252K +$252K +18,579 New
CWP
42
Core Wealth Partners
California
$250K – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$233K – – –
PFA
44
Pure Financial Advisors
California
$232K -$51.8K -3,815 -18%
PWM
45
Perigon Wealth Management
California
$230K – – –
SCA
46
Snowden Capital Advisors
New York
$217K +$2.16K +158 +1%
DADC
47
D.A. Davidson & Co
Montana
$207K – – –
AWS
48
Atria Wealth Solutions
New York
$198K – – –
CTA
49
Camelot Technology Advisors
California
$197K – – –
MA
50
Mutual Advisors
Nebraska
$187K – – –
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