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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

59 hedge funds and large institutions have $77.8M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-10
Holders Change %
-14.49%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
17
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8.82M
2
MIAN
Mariner Independent Advisor Network
Kansas
$2.8M
3
BZWA
Blue Zone Wealth Advisors
California
$2.36M
4
Morgan Stanley
Morgan Stanley
New York
$16.4M
5
AAM
Advisors Asset Management
Colorado
$3.31M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
UBS Group
UBS Group
Switzerland
$9.4M
3
PWSG
Pacific Wealth Strategies Group
California
$493K
4
DADC
D.A. Davidson & Co
Montana
$984K
5
GC
Guggenheim Capital
Illinois
$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$2.05M +159,257 +14%
UBS Group
2
UBS Group
Switzerland
$9.4M -$5.19M -402,803 -36%
Wells Fargo
3
Wells Fargo
California
$8.82M +$4.43M +344,145 +101%
GC
4
Guggenheim Capital
Illinois
$8.12M -$756K -58,679 -9%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.13M +$394K +30,574 +11%
AAM
6
Advisors Asset Management
Colorado
$3.31M +$810K +62,876 +32%
MIAN
7
Mariner Independent Advisor Network
Kansas
$2.8M +$2.8M +217,193 New
LCM
8
Leisure Capital Management
California
$2.62M -$152K -11,798 -5%
BZWA
9
Blue Zone Wealth Advisors
California
$2.36M +$2.36M +182,962 New
EW
10
Evoke Wealth
California
$1.9M +$23.2K +1,790 +1%
LPL Financial
11
LPL Financial
California
$1.33M +$337K +26,182 +34%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.04M -$220K -17,095 -17%
MA
13
MKT Advisors
California
$1M – – –
DADC
14
D.A. Davidson & Co
Montana
$984K -$1.63M -126,763 -62%
WS
15
Wedbush Securities
California
$961K +$66.2K +5,142 +7%
AA
16
Apriem Advisors
California
$891K -$644 -50 -0.1%
CC
17
Claybrook Capital
Massachusetts
$757K +$124K +9,650 +20%
RJA
18
Raymond James & Associates
Florida
$724K +$37.7K +2,926 +5%
DI
19
Diligent Investors
California
$695K +$215K +16,680 +45%
KAS
20
Kestra Advisory Services
Texas
$657K -$59.4K -4,610 -8%
WWM
21
Western Wealth Management
Colorado
$607K +$52.3K +4,000 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$528K -$113K -8,727 -18%
PWSG
23
Pacific Wealth Strategies Group
California
$493K -$2.69M -208,531 -85%
Bank of America
24
Bank of America
North Carolina
$476K -$169K -13,150 -26%
Ameriprise
25
Ameriprise
Minnesota
$426K +$102K +7,896 +31%
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