NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX)
CUSIP: 670651108
Q4 2020 13F Holders as of 31 Dec 2020
- Type / Class
- Equity / Common Shares of Beneficial Interest
- Shares outstanding
- 47,805,294
- Total 13F shares
- 6,017,588
- Share change
- -243,875
- Total reported value
- $94,774,000
- Price per share
- $15.76
- Number of holders
- 58
- Value change
- -$3,783,148
- Number of buys
- 29
- Number of sells
- 18
Quarterly Holders Quick Answers
What is CUSIP 670651108?
CUSIP 670651108 identifies NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 670651108:
Top shareholders of NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG |
13F
|
Company |
3.2%
|
1,522,844
|
$23,254,000 | — | 30 Sep 2020 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
795,747
|
$12,151,000 | — | 30 Sep 2020 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.5%
|
724,112
|
$11,058,000 | — | 30 Sep 2020 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.86%
|
411,834
|
$6,289,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.74%
|
355,982
|
$5,436,000 | — | 30 Sep 2020 | |
| Pacific Wealth Strategies Group, Inc. |
13F
|
Company |
0.57%
|
274,629
|
$4,194,000 | — | 30 Sep 2020 | |
| Leisure Capital Management |
13F
|
Company |
0.39%
|
185,587
|
$2,834,000 | — | 30 Sep 2020 | |
| FIRST FOUNDATION ADVISORS |
13F
|
Company |
0.37%
|
178,782
|
$2,730,000 | — | 30 Sep 2020 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.3%
|
141,331
|
$2,166,000 | — | 30 Sep 2020 | |
| CERTUITY, LLC |
13F
|
Company |
0.28%
|
133,655
|
$2,041,000 | — | 30 Sep 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.26%
|
126,174
|
$1,927,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.26%
|
123,214
|
$1,881,000 | — | 30 Sep 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.24%
|
113,072
|
$1,727,000 | — | 30 Sep 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.23%
|
108,916
|
$1,663,000 | — | 30 Sep 2020 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.22%
|
105,268
|
$1,607,000 | — | 30 Sep 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.22%
|
103,606
|
$1,582,000 | — | 30 Sep 2020 | |
| WHITTIER TRUST CO |
13F
|
Company |
0.18%
|
85,818
|
$1,311,000 | — | 30 Sep 2020 | |
| Apriem Advisors |
13F
|
Company |
0.15%
|
74,009
|
$1,130,000 | — | 30 Sep 2020 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.12%
|
57,250
|
$874,000 | — | 30 Sep 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.11%
|
50,224
|
$767,000 | — | 30 Sep 2020 | |
| Claybrook Capital, LLC |
13F
|
Company |
0.1%
|
45,935
|
$701,000 | — | 30 Sep 2020 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.09%
|
42,055
|
$642,000 | — | 30 Sep 2020 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.07%
|
34,716
|
$530,000 | — | 30 Sep 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.07%
|
34,229
|
$523,000 | — | 30 Sep 2020 | |
| Creative Planning |
13F
|
Company |
0.06%
|
26,792
|
$409,000 | — | 30 Sep 2020 | |
| First Allied Advisory Services, Inc. |
13F
|
Company |
0.06%
|
26,699
|
$408,000 | — | 30 Sep 2020 | |
| Van Hulzen Asset Management, LLC |
13F
|
Company |
0.05%
|
25,550
|
$390,000 | — | 30 Sep 2020 | |
| Castle Rock Wealth Management, LLC |
13F
|
Company |
0.05%
|
23,234
|
$353,000 | — | 30 Sep 2020 | |
| World Investment Advisors |
13F
|
Company |
0.05%
|
22,745
|
$349,000 | — | 30 Sep 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.04%
|
20,560
|
$314,000 | — | 30 Sep 2020 | |
| Diligent Investors, LLC |
13F
|
Company |
0.04%
|
20,535
|
$314,000 | — | 30 Sep 2020 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
0.04%
|
20,000
|
$305,000 | — | 30 Sep 2020 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.04%
|
19,681
|
$301,000 | — | 30 Sep 2020 | |
| FIRST AMERICAN TRUST, FSB |
13F
|
Company |
0.04%
|
19,535
|
$298,000 | — | 30 Sep 2020 | |
| Tortoise Investment Management, LLC |
13F
|
Company |
0.04%
|
19,091
|
$292,000 | — | 30 Sep 2020 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.04%
|
18,423
|
$281,000 | — | 30 Sep 2020 | |
| Garrison Point Capital, LLC |
13F
|
Company |
0.03%
|
15,000
|
$229,000 | — | 30 Sep 2020 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.03%
|
14,885
|
$227,000 | — | 30 Sep 2020 | |
| Intersect Capital LLC |
13F
|
Company |
0.03%
|
14,771
|
$226,000 | — | 30 Sep 2020 | |
| EVERGREEN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.03%
|
14,173
|
$216,000 | — | 30 Sep 2020 | |
| Composition Wealth, LLC |
13F
|
Company |
0.03%
|
13,970
|
$213,000 | — | 30 Sep 2020 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.03%
|
12,997
|
$198,000 | — | 30 Sep 2020 | |
| Cetera Investment Advisers |
13F
|
Company |
0.02%
|
11,925
|
$182,000 | — | 30 Sep 2020 | |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
13F
|
Company |
0.02%
|
11,721
|
$180,000 | — | 30 Sep 2020 | |
| Curi Capital, LLC |
13F
|
Company |
0.02%
|
11,666
|
$178,000 | — | 30 Sep 2020 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.02%
|
11,518
|
$176,000 | — | 30 Sep 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
0.02%
|
11,073
|
$169,000 | — | 30 Sep 2020 | |
| BDO Wealth Advisors, LLC |
13F
|
Company |
0.02%
|
11,035
|
$169,000 | — | 30 Sep 2020 | |
| RB Capital Management, LLC |
13F
|
Company |
0.02%
|
10,413
|
$160,000 | — | 30 Sep 2020 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0.01%
|
4,672
|
$71,000 | — | 30 Sep 2020 |
Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q4 2020
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
An asterisk sign (*) next to the price indicates that the price is likely invalid.