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

67 hedge funds and large institutions have $103M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% 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
24
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$30.3M
2
EW
Evoke Wealth
California
$2.05M
3
GC
Guggenheim Capital
Illinois
$15.5M
4
BAG
Bridgewealth Advisory Group
California
$573K
5
UBS Group
UBS Group
Switzerland
$2.87M

Top Sellers

1
AA
AQR Arbitrage
Connecticut
$1.16M
2
NMC
Nine Masts Capital
Hong Kong
$0
3
BZWA
Blue Zone Wealth Advisors
California
$1.36M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.17M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.3M +$1.95M +143,138 +7%
GC
2
Guggenheim Capital
Illinois
$15.5M +$756K +55,665 +5%
AAM
3
Advisors Asset Management
Colorado
$6.57M +$375K +27,585 +6%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.17M -$215K -15,799 -3%
Wells Fargo
5
Wells Fargo
California
$4.79M +$158K +11,653 +3%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.64M -$176K -12,914 -5%
RCG
7
Regatta Capital Group
California
$2.9M -$32.1K -2,365 -1%
UBS Group
8
UBS Group
Switzerland
$2.87M +$514K +37,815 +22%
LCM
9
Leisure Capital Management
California
$2.39M -$67.3K -4,954 -3%
Mariner
10
Mariner
Kansas
$2.39M +$368K +27,111 +18%
LPL Financial
11
LPL Financial
California
$2.23M +$349K +25,651 +19%
EW
12
Evoke Wealth
California
$2.05M +$1.76M +128,557 +603%
Ameriprise
13
Ameriprise
Minnesota
$1.39M -$53.6K -3,943 -4%
BZWA
14
Blue Zone Wealth Advisors
California
$1.36M -$632K -46,489 -32%
NWM
15
Napa Wealth Management
California
$1.35M +$405K +29,826 +43%
WS
16
Wedbush Securities
California
$1.24M +$107K +7,865 +9%
AA
17
AQR Arbitrage
Connecticut
$1.16M -$1.2M -88,159 -51%
M
18
MYeCFO
California
$998K -$46.2K -3,400 -4%
MA
19
MKT Advisors
California
$979K +$506 +37 +0.1%
Allianz Asset Management
20
Allianz Asset Management
Germany
$953K – – –
RJA
21
Raymond James & Associates
Florida
$936K -$55.5K -4,083 -6%
RC
22
Rareview Capital
Nevada
$882K – – –
AA
23
Apriem Advisors
California
$756K -$10.9K -800 -1%
BAG
24
Bridgewealth Advisory Group
California
$573K +$573K +42,132 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$538K -$5.74K -422 -1%
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