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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

56 hedge funds and large institutions have $73.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% 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
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$17.6M
2
AAM
Advisors Asset Management
Colorado
$3.49M
3
AWS
Atria Wealth Solutions
New York
$453K
4
Wells Fargo
Wells Fargo
California
$8.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$410K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$6M
2
OFG
OTA Financial Group
New York
$0
3
DADC
D.A. Davidson & Co
Montana
$578K
4
TFO
Tarbox Family Office
California
$0
5
KPW
Kore Private Wealth
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$2.56M +217,185 +17%
UBS Group
2
UBS Group
Switzerland
$8.88M +$259K +21,912 +3%
Wells Fargo
3
Wells Fargo
California
$8.53M +$435K +36,816 +5%
GC
4
Guggenheim Capital
Illinois
$6M -$1.44M -122,090 -19%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.17M +$382K +32,329 +10%
AAM
6
Advisors Asset Management
Colorado
$3.49M +$455K +38,543 +15%
LCM
7
Leisure Capital Management
California
$2.4M -$9.08K -769 -0.4%
MIAN
8
Mariner Independent Advisor Network
Kansas
$2.36M -$206K -17,436 -8%
BZWA
9
Blue Zone Wealth Advisors
California
$2.16M -$3.1K -262 -0.1%
EW
10
Evoke Wealth
California
$1.74M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.31M +$355K +30,057 +37%
LPL Financial
12
LPL Financial
California
$1.26M +$42.4K +3,594 +3%
WS
13
Wedbush Securities
California
$900K +$18.4K +1,556 +2%
MA
14
MKT Advisors
California
$880K – – –
AA
15
Apriem Advisors
California
$808K -$8.86K -750 -1%
CC
16
Claybrook Capital
Massachusetts
$695K – – –
RJA
17
Raymond James & Associates
Florida
$623K -$40.7K -3,449 -6%
KAS
18
Kestra Advisory Services
Texas
$606K +$4.04K +342 +0.7%
DI
19
Diligent Investors
California
$602K -$35.4K -2,999 -6%
DADC
20
D.A. Davidson & Co
Montana
$578K -$325K -27,482 -36%
Ameriprise
21
Ameriprise
Minnesota
$528K +$137K +11,622 +35%
WWM
22
Western Wealth Management
Colorado
$524K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$488K +$4.34K +367 +0.9%
AWS
24
Atria Wealth Solutions
New York
$453K +$453K +38,210 New
PWSG
25
Pacific Wealth Strategies Group
California
$433K -$18.9K -1,600 -4%
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