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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

64 hedge funds and large institutions have $92.8M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$29.9M
2
LPL Financial
LPL Financial
California
$2.54M
3
Wells Fargo
Wells Fargo
California
$4.87M
4
CWS
Cypress Wealth Services
California
$341K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$646K

Top Sellers

1
RCG
Regatta Capital Group
California
$0
2
GC
Guggenheim Capital
Illinois
$12.4M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.95M
4
AAM
Advisors Asset Management
Colorado
$4.73M
5
AA
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.9M +$1.72M +135,777 +6%
GC
2
Guggenheim Capital
Illinois
$12.4M -$2.07M -164,087 -14%
Wells Fargo
3
Wells Fargo
California
$4.87M +$417K +33,025 +9%
AAM
4
Advisors Asset Management
Colorado
$4.73M -$1.38M -109,148 -23%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.95M -$1.79M -141,627 -31%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.41M +$24K +1,900 +0.7%
UBS Group
7
UBS Group
Switzerland
$2.81M +$138K +10,896 +5%
DWM
8
DKM Wealth Management
California
$2.69M +$2.69M +212,592 New
LPL Financial
9
LPL Financial
California
$2.54M +$464K +36,725 +22%
Mariner
10
Mariner
Kansas
$2.22M -$3.84K -304 -0.2%
EW
11
Evoke Wealth
California
$1.9M +$7.45K +589 +0.4%
LCM
12
Leisure Capital Management
California
$1.87M -$352K -27,831 -16%
Ameriprise
13
Ameriprise
Minnesota
$1.44M +$139K +11,030 +11%
WS
14
Wedbush Securities
California
$1.23M +$82.1K +6,499 +7%
BZWA
15
Blue Zone Wealth Advisors
California
$1.17M -$88K -6,964 -7%
Raymond James Financial
16
Raymond James Financial
Florida
$1.14M +$1.14M +90,039 New
NWM
17
Napa Wealth Management
California
$925K -$329K -26,043 -26%
MA
18
MKT Advisors
California
$907K – – –
M
19
MYeCFO
California
$906K -$22.8K -1,800 -2%
RC
20
Rareview Capital
Nevada
$887K +$5.33K +392 +0.6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$886K – – –
BAG
22
Bridgewealth Advisory Group
California
$665K +$129K +10,099 +24%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$646K +$145K +11,490 +29%
AA
24
Apriem Advisors
California
$530K -$174K -13,732 -25%
NAS
25
NWF Advisory Services
California
$528K +$528K +41,753 New
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