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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

64 hedge funds and large institutions have $92.8M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$29.9M
2
LPL Financial
LPL Financial
California
$2.54M
3
Wells Fargo
Wells Fargo
California
$4.87M
4
CWS
Cypress Wealth Services
California
$341K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$646K

Top Sellers

1
RCG
Regatta Capital Group
California
$0
2
GC
Guggenheim Capital
Illinois
$12.4M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.95M
4
AAM
Advisors Asset Management
Colorado
$4.73M
5
AA
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$439K -$19.6K -1,552 -4%
DI
27
Diligent Investors
California
$421K +$2K +158 +0.5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$387K -$42.1K -3,331 -10%
PWSG
29
Pacific Wealth Strategies Group
California
$381K – – –
LCM
30
Lazari Capital Management
California
$364K – – –
VHAM
31
Van Hulzen Asset Management
California
$361K +$31.9K +2,527 +10%
Bank of America
32
Bank of America
North Carolina
$357K -$126K -10,000 -26%
Cerity Partners
33
Cerity Partners
New York
$354K -$16.7K -1,322 -5%
CWS
34
Cypress Wealth Services
California
$341K +$341K +26,989 New
CRWM
35
Castle Rock Wealth Management
California
$322K +$115 +9 +0%
SSWM
36
Strait & Sound Wealth Management
California
$278K – – –
Creative Planning
37
Creative Planning
Kansas
$266K +$1.33K +105 +0.5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$244K +$8.34K +660 +4%
EFG
39
Ehrlich Financial Group
California
$242K +$6.79K +537 +3%
CWP
40
Core Wealth Partners
California
$233K – – –
FCA
41
FLC Capital Advisors
California
$226K +$99.2K +7,850 +79%
SCA
42
Snowden Capital Advisors
New York
$222K +$22K +1,739 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$217K – – –
PFA
44
Pure Financial Advisors
California
$216K – – –
PWM
45
Perigon Wealth Management
California
$215K – – –
LWA
46
LifeGoal Wealth Advisors
New York
$204K +$204K +16,140 New
DADC
47
D.A. Davidson & Co
Montana
$201K +$7.96K +630 +4%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$185K +$12.6K +1,000 +7%
AWS
49
Atria Wealth Solutions
New York
$183K – – –
CTA
50
Camelot Technology Advisors
California
$183K – – –
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