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Nuveen California AMT-Free Quality Municipal Income Fund

63 hedge funds and large institutions have $82.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$1.42M +115,421 +8%
Wells Fargo
2
Wells Fargo
California
$8.28M -$596K -48,441 -7%
UBS Group
3
UBS Group
Switzerland
$7.4M -$1.85M -150,393 -20%
GC
4
Guggenheim Capital
Illinois
$7.08M +$829K +67,358 +13%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.73M +$2.39M +194,554 +55%
AAM
6
Advisors Asset Management
Colorado
$3.91M +$280K +22,730 +8%
RCG
7
Regatta Capital Group
California
$2.66M +$2.66M +215,872 New
Mariner
8
Mariner
Kansas
$2.55M +$2.55M +207,158 New
BZWA
9
Blue Zone Wealth Advisors
California
$2.26M +$9.29K +755 +0.4%
EW
10
Evoke Wealth
California
$2.09M +$288K +23,398 +16%
M
11
MYeCFO
California
$1.19M +$1.19M +96,700 New
LCM
12
Leisure Capital Management
California
$1.15M -$1.35M -109,356 -54%
WS
13
Wedbush Securities
California
$995K +$58K +4,719 +6%
MA
14
MKT Advisors
California
$936K
LPL Financial
15
LPL Financial
California
$882K -$434K -35,278 -33%
SCA
16
Snowden Capital Advisors
New York
$843K +$540K +43,932 +178%
Ameriprise
17
Ameriprise
Minnesota
$812K +$262K +21,319 +48%
AA
18
Apriem Advisors
California
$777K -$64.9K -5,275 -8%
CC
19
Claybrook Capital
Massachusetts
$723K
PWSG
20
Pacific Wealth Strategies Group
California
$717K +$267K +21,669 +59%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$670K -$694K -56,399 -51%
RJA
22
Raymond James & Associates
Florida
$660K +$10.9K +883 +2%
DADC
23
D.A. Davidson & Co
Montana
$629K +$27.5K +2,233 +5%
KAS
24
Kestra Advisory Services
Texas
$622K -$9.84K -800 -2%
DI
25
Diligent Investors
California
$598K -$29.2K -2,373 -5%