Type / Class
Equity / Common Shares of Beneficial Interest
Shares outstanding
47,805,294
Total 13F shares
6,716,783
Share change
+586,578
Total reported value
$82,643,442
Price per share
$12.30
Number of holders
63
Value change
+$7,261,055
Number of buys
33
Number of sells
21

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.

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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.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
MORGAN STANLEY
13F
Company
3.1%
1,491,435
$17,614,000 30 Sep 2022
13F
UBS Group AG
13F
Company
1.6%
751,920
$8,880,000 30 Sep 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.5%
721,901
$8,526,000 30 Sep 2022
13F
GUGGENHEIM CAPITAL LLC
13F
Company
1.1%
508,104
$6,001,000 30 Sep 2022
13F
Hennion & Walsh Asset Management, Inc.
13F
Company
0.74%
352,694
$4,165,000 30 Sep 2022
13F
Advisors Asset Management, Inc.
13F
Company
0.62%
295,458
$3,489,000 30 Sep 2022
13F
Leisure Capital Management
13F
Company
0.42%
202,886
$2,396,000 30 Sep 2022
13F
MARINER INDEPENDENT ADVISOR NETWORK, LLC
13F
Company
0.42%
199,757
$2,359,000 30 Sep 2022
13F
Blue Zone Wealth Advisors, LLC
13F
Company
0.38%
182,700
$2,158,000 30 Sep 2022
13F
EVOKE WEALTH, LLC
13F
Company
0.31%
146,859
$1,742,000 30 Sep 2022
13F
ROYAL BANK OF CANADA
13F
Company
0.23%
110,876
$1,309,000 30 Sep 2022
13F
LPL Financial LLC
13F
Company
0.22%
106,983
$1,263,000 30 Sep 2022
13F
WEDBUSH SECURITIES INC
13F
Company
0.16%
76,171
$900,000 30 Sep 2022
13F
MKT Advisors LLC
13F
Company
0.16%
74,522
$880,000 30 Sep 2022
13F
Apriem Advisors
13F
Company
0.14%
68,439
$808,000 30 Sep 2022
13F
Claybrook Capital, LLC
13F
Company
0.12%
58,810
$695,000 30 Sep 2022
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.11%
52,788
$623,000 30 Sep 2022
13F
Kestra Advisory Services, LLC
13F
Company
0.11%
51,336
$606,000 30 Sep 2022
13F
Diligent Investors, LLC
13F
Company
0.11%
50,975
$602,000 30 Sep 2022
13F
D.A. DAVIDSON & CO.
13F
Company
0.1%
48,926
$578,000 30 Sep 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.09%
44,731
$528,000 30 Sep 2022
13F
Western Wealth Management, LLC
13F
Company
0.1%
46,449
$524,000 30 Sep 2022
13F
OSAIC HOLDINGS, INC.
13F
Company
0.09%
41,272
$488,000 30 Sep 2022
13F
Atria Wealth Solutions, Inc.
13F
Company
0.08%
38,210
$453,245 30 Sep 2022
13F
Pacific Wealth Strategies Group, Inc.
13F
Company
0.08%
36,645
$433,000 30 Sep 2022
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.07%
34,699
$410,000 30 Sep 2022
13F
Running Point Capital Advisors, LLC
13F
Company
0.06%
30,500
$360,000 30 Sep 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.06%
27,677
$327,000 30 Sep 2022
13F
Van Hulzen Asset Management, LLC
13F
Company
0.06%
27,318
$323,000 30 Sep 2022
13F
Castle Rock Wealth Management, LLC
13F
Company
0.05%
25,203
$295,000 30 Sep 2022
13F
Lindbrook Capital, LLC
13F
Company
0.05%
24,753
$292,000 30 Sep 2022
13F
Snowden Capital Advisors LLC
13F
Company
0.05%
24,640
$291,000 30 Sep 2022
13F
Cetera Investment Advisers
13F
Company
0.05%
23,955
$283,000 30 Sep 2022
13F
Creative Planning
13F
Company
0.05%
23,889
$282,000 30 Sep 2022
13F
GAMBLE JONES INVESTMENT COUNSEL
13F
Company
0.05%
22,046
$260,000 30 Sep 2022
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
0.04%
20,555
$243,000 30 Sep 2022
13F
Stratos Wealth Partners, LTD.
13F
Company
0.04%
20,518
$242,000 30 Sep 2022
13F
Vivaldi Capital Management LP
13F
Company
0.04%
20,415
$236,000 30 Sep 2022
13F
Garrison Point Capital, LLC
13F
Company
0.03%
15,000
$177,000 30 Sep 2022
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
0.03%
14,873
$176,000 30 Sep 2022
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
0.03%
14,525
$172,000 30 Sep 2022
13F
Composition Wealth, LLC
13F
Company
0.03%
14,143
$167,000 30 Sep 2022
13F
CAPTRUST FINANCIAL ADVISORS
13F
Company
0.03%
13,069
$154,000 30 Sep 2022
13F
RB Capital Management, LLC
13F
Company
0.03%
12,711
$150,000 30 Sep 2022
13F
Olde Wealth Management, LLC
13F
Company
0.03%
12,177
$144,000 30 Sep 2022
13F
KENNICOTT CAPITAL MANAGEMENT LLC
13F
Company
0.03%
12,038
$142,000 30 Sep 2022
13F
Blue Trust, Inc.
13F
Company
0.01%
6,391
$82,000 30 Sep 2022
13F
BDO Wealth Advisors, LLC
13F
Company
0.01%
5,535
$65,000 30 Sep 2022
13F
Allworth Financial LP
13F
Company
0.01%
3,000
$35,000 30 Sep 2022
13F
Private Ocean, LLC
13F
Company
0%
1,700
$20,000 30 Sep 2022
13F

Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q4 2022

As of 31 Dec 2022, NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) was held by 63 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,716,783 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, UBS Group AG, GUGGENHEIM CAPITAL LLC, Hennion & Walsh Asset Management, Inc., Advisors Asset Management, Inc., REGATTA CAPITAL GROUP, LLC, Mariner, LLC, Blue Zone Wealth Advisors, LLC, and EVOKE WEALTH, LLC. This page lists 63 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
55
Q4 2022 holders
63
Holder diff
8
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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