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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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$186K – – –
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$145K +$2.36K +174 +2%
KAS
53
Kestra Advisory Services
Texas
$143K +$1.75K +129 +1%
FCA
54
FLC Capital Advisors
California
$136K – – –
Osaic Holdings
55
Osaic Holdings
Arizona
$87.2K -$28.6K -2,105 -25%
FFA
56
Farther Finance Advisors
California
$50.6K +$50.6K +3,722 New
Comerica Bank
57
Comerica Bank
Texas
$40.8K – – –
AF
58
Allworth Financial
California
$40.8K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$40.8K – – –
UB
60
UMB Bank
Missouri
$15.8K – – –
FIA
61
FNY Investment Advisers
New York
$12K +$12K +900 New
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$11.2K +$8.36K +615 +296%
1IA
63
1620 Investment Advisors
Massachusetts
$7.28K – – –
WIM
64
Westside Investment Management
California
$4.54K – – –
WT
65
Whittier Trust
California
$2.72K – – –
IAIM
66
International Assets Investment Management
Florida
$1K +$926 +12,590 +1,259%
Citigroup
67
Citigroup
New York
$41 – – –
NMC
68
Nine Masts Capital
Hong Kong
– -$673K -53,810 Closed
Nomura Holdings
69
Nomura Holdings
Japan
– -$174K -13,878 Closed
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