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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.98M +$949K +55,687 +13%
AAM
2
Advisors Asset Management
Colorado
$7.07M +$517K +30,309 +8%
LPL Financial
3
LPL Financial
California
$6.29M +$417K +24,449 +7%
Invesco
4
Invesco
Georgia
$5.23M +$384K +22,510 +8%
Morgan Stanley
5
Morgan Stanley
New York
$4.8M +$316K +18,523 +7%
Wells Fargo
6
Wells Fargo
California
$2.82M -$1.11M -65,290 -28%
LCM
7
Leisure Capital Management
California
$2.41M
UBS Group
8
UBS Group
Switzerland
$2.35M -$4.29M -251,579 -64%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.89M -$55.9K -3,281 -3%
AA
10
Apriem Advisors
California
$1.7M -$6.77K -397 -0.4%
Bank of America
11
Bank of America
North Carolina
$1.34M -$65.3K -3,831 -5%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.26M +$95.7K +5,611 +8%
RJA
13
Raymond James & Associates
Florida
$1.1M +$216K +12,651 +24%
WT
14
Whittier Trust
California
$766K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$732K
WS
16
Wedbush Securities
California
$410K +$136K +7,983 +48%
Creative Planning
17
Creative Planning
Kansas
$410K +$418K +24,495 +12,248%
IA
18
IFP Advisors
Florida
$343K -$153K -8,946 -30%
NSIM
19
North Star Investment Management
Illinois
$317K
SNT
20
Security National Trust
West Virginia
$312K
DI
21
Diligent Investors
California
$287K
FAAS
22
First Allied Advisory Services
California
$285K -$15.6K -917 -5%
TIM
23
Tortoise Investment Management
New York
$284K -$74.4K -4,364 -20%
HCM
24
Hollencrest Capital Management
California
$274K
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$266K