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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 $99.2M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$16.8M
2
BCM
Bluefin Capital Management
New York
$441K
3
LCM
Leisure Capital Management
California
$4.2M
4
CRWM
Castle Rock Wealth Management
California
$372K
5
RJA
Raymond James & Associates
Florida
$871K

Top Sellers

1
C
Certuity
Florida
$0
2
UBS Group
UBS Group
Switzerland
$22M
3
Osaic Holdings
Osaic Holdings
Arizona
$881K
4
RCM
Rivernorth Capital Management
Florida
$4.68M
5
FFA
First Foundation Advisors
California
$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$22M -$1.13M -71,209 -5%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$946K +59,765 +6%
GC
3
Guggenheim Capital
Illinois
$10.7M -$433K -27,324 -4%
Wells Fargo
4
Wells Fargo
California
$4.88M +$60K +3,789 +1%
RCM
5
Rivernorth Capital Management
Florida
$4.68M -$719K -45,400 -13%
LCM
6
Leisure Capital Management
California
$4.2M +$418K +26,400 +11%
PWSG
7
Pacific Wealth Strategies Group
California
$3.94M +$47.5K +3,000 +1%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.7M +$175K +11,079 +5%
DADC
9
D.A. Davidson & Co
Montana
$3.15M +$133K +8,376 +4%
AAM
10
Advisors Asset Management
Colorado
$2.73M +$70K +4,425 +3%
EW
11
Evoke Wealth
California
$2.2M +$16 +1 +0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.42M +$117K +7,400 +9%
LPL Financial
13
LPL Financial
California
$1.38M -$11.2K -705 -0.8%
AA
14
Apriem Advisors
California
$1.14M -$31.7K -2,000 -3%
MA
15
MKT Advisors
California
$1.09M +$1.09M +74,219 New
WS
16
Wedbush Securities
California
$1.07M -$15.8K -1,000 -1%
Bank of America
17
Bank of America
North Carolina
$990K -$471K -29,734 -32%
Osaic Holdings
18
Osaic Holdings
Arizona
$881K -$1.05M -66,478 -54%
RJA
19
Raymond James & Associates
Florida
$871K +$273K +17,283 +46%
KAS
20
Kestra Advisory Services
Texas
$870K +$151K +9,546 +21%
CC
21
Claybrook Capital
Massachusetts
$778K – – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$707K – – –
WT
23
Whittier Trust
California
$543K -$3.95K -250 -0.7%
IC
24
Intersect Capital
California
$486K – – –
BCM
25
Bluefin Capital Management
New York
$441K +$441K +27,863 New
1
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