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Nuveen California AMT-Free Quality Municipal Income Fund
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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
+$1.72M
2
LPL Financial
LPL Financial
California
+$464K
3
Wells Fargo
Wells Fargo
California
+$417K
4
CWS
Cypress Wealth Services
California
+$341K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$145K

Top Sellers

1
RCG
Regatta Capital Group
California
-$2.9M
2
GC
Guggenheim Capital
Illinois
-$2.07M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.79M
4
AAM
Advisors Asset Management
Colorado
-$1.38M
5
AA
AQR Arbitrage
Connecticut
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$178K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$145K +$64.2K +5,079 +79%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$137K +$1.97K +156 +1%
PTC
54
Private Trust Company
Ohio
$114K +$114K +9,000 New
FFA
55
Farther Finance Advisors
California
$47K – – –
Comerica Bank
56
Comerica Bank
Texas
$37.9K – – –
AF
57
Allworth Financial
California
$37.8K – – –
GSWM
58
Golden State Wealth Management
California
$26.1K +$26.1K +2,064 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$7.81K -$2.64K -208 -25%
1IA
60
1620 Investment Advisors
Massachusetts
$6.78K – – –
WIM
61
Westside Investment Management
California
$4.22K – – –
DRP
62
Decker Retirement Planning
Utah
$2.91K +$2.91K +230 New
WT
63
Whittier Trust
California
$2.53K – – –
Citigroup
64
Citigroup
New York
$38 – – –
RCG
65
Regatta Capital Group
California
– -$2.9M -213,205 Closed
AA
66
AQR Arbitrage
Connecticut
– -$1.16M -85,458 Closed
WWM
67
Western Wealth Management
Colorado
– -$288K -21,220 Closed
AFP
68
Alpha Financial Partners
Kentucky
– -$252K -18,579 Closed
IAIM
69
International Assets Investment Management
Florida
– -$1K -13,590 Closed
KAS
70
Kestra Advisory Services
Texas
– -$143K -10,512 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$40.8K -3,000 Closed
UB
72
UMB Bank
Missouri
– -$15.8K -1,161 Closed
FIA
73
FNY Investment Advisers
New York
– -$12K -900 Closed
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