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Nuveen California AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.7M +$3.07M +257,912 +11%
GC
2
Guggenheim Capital
Illinois
$9.67M -$635K -53,315 -6%
Wells Fargo
3
Wells Fargo
California
$5.72M +$301K +25,223 +5%
AAM
4
Advisors Asset Management
Colorado
$4.59M +$16.7K +1,405 +0.4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.34M -$7.43K -624 -0.2%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.92M -$37.5K -3,150 -1%
LPL Financial
7
LPL Financial
California
$2.68M +$125K +10,516 +5%
DWM
8
DKM Wealth Management
California
$2.5M
UBS Group
9
UBS Group
Switzerland
$2.2M -$241K -20,216 -10%
EW
10
Evoke Wealth
California
$1.8M +$14.8K +1,239 +0.8%
Mariner
11
Mariner
Kansas
$1.8M -$224K -18,764 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$987K +$187K +15,693 +23%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$980K +$992K +83,221 New
JWCA
14
J.W. Cole Advisors
Florida
$965K
MA
15
MKT Advisors
California
$843K
Allianz Asset Management
16
Allianz Asset Management
Germany
$825K
BZWA
17
Blue Zone Wealth Advisors
California
$779K -$47.9K -4,021 -6%
RC
18
Rareview Capital
Nevada
$690K -$58.7K -4,925 -8%
WS
19
Wedbush Securities
California
$674K +$1.22K +102 +0.2%
NWM
20
Napa Wealth Management
California
$648K -$155K -13,033 -19%
BAG
21
Bridgewealth Advisory Group
California
$618K +$625K +52,479 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$541K +$12.3K +1,034 +2%
AA
23
Apriem Advisors
California
$506K -$2.37K -199 -0.5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$478K
Bank of America
25
Bank of America
North Carolina
$417K +$8.92K +749 +2%