Type / Class
Equity / Common Shares of Beneficial Interest
Shares outstanding
47,805,294
Total 13F shares
7,441,453
Share change
+230,098
Total reported value
$76,329,933
Price per share
$10.26
Number of holders
61
Value change
+$2,209,764
Number of buys
23
Number of sells
27

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.

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
3.7%
1,745,646
$20,144,755 30 Jun 2023
13F
GUGGENHEIM CAPITAL LLC
13F
Company
1.5%
740,684
$8,547,493 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.2%
551,659
$6,366,140 30 Jun 2023
13F
Hennion & Walsh Asset Management, Inc.
13F
Company
1.1%
536,154
$6,187,000 30 Jun 2023
13F
UBS Group AG
13F
Company
1%
482,402
$5,566,919 30 Jun 2023
13F
Advisors Asset Management, Inc.
13F
Company
0.72%
344,781
$3,978,773 30 Jun 2023
13F
REGATTA CAPITAL GROUP, LLC
13F
Company
0.46%
218,984
$2,527,076 30 Jun 2023
13F
Leisure Capital Management
13F
Company
0.43%
203,310
$2,346,198 30 Jun 2023
13F
Blue Zone Wealth Advisors, LLC
13F
Company
0.41%
195,030
$2,250,646 30 Jun 2023
13F
Mariner, LLC
13F
Company
0.39%
186,615
$2,153,051 30 Jun 2023
13F
Logan Stone Capital, LLC
13F
Company
0.39%
184,336
$2,127,237 30 Jun 2023
13F
EVOKE WEALTH, LLC
13F
Company
0.37%
176,682
$2,046,239 30 Jun 2023
13F
AQR Arbitrage LLC
13F
Company
0.3%
142,190
$1,640,873 30 Jun 2023
13F
MYECFO, LLC
13F
Company
0.19%
91,400
$1,054,756 30 Jun 2023
13F
WEDBUSH SECURITIES INC
13F
Company
0.17%
82,574
$953,000 30 Jun 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.15%
72,725
$839,245 30 Jun 2023
13F
MKT Advisors LLC
13F
Company
0.15%
72,522
$834,726 30 Jun 2023
13F
Snowden Capital Advisors LLC
13F
Company
0.14%
65,412
$754,851 30 Jun 2023
13F
LPL Financial LLC
13F
Company
0.14%
65,361
$754,267 30 Jun 2023
13F
Apriem Advisors
13F
Company
0.14%
64,964
$749,685 30 Jun 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.13%
60,138
$693,987 30 Jun 2023
13F
Claybrook Capital, LLC
13F
Company
0.12%
58,810
$678,667 30 Jun 2023
13F
Pacific Wealth Strategies Group, Inc.
13F
Company
0.12%
58,698
$677,375 30 Jun 2023
13F
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
0.12%
55,052
$635,300 30 Jun 2023
13F
Diligent Investors, LLC
13F
Company
0.11%
54,197
$625,432 30 Jun 2023
13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
0.1%
46,122
$532,248 30 Jun 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.09%
44,560
$514,000 30 Jun 2023
13F
Kestra Advisory Services, LLC
13F
Company
0.09%
40,868
$471,617 30 Jun 2023
13F
D.A. DAVIDSON & CO.
13F
Company
0.08%
38,603
$445,479 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.08%
37,299
$430,434 30 Jun 2023
13F
Integrated Wealth Concepts LLC
13F
Company
0.07%
35,811
$413,259 30 Jun 2023
13F
LAZARI CAPITAL MANAGEMENT, INC.
13F
Company
0.06%
28,761
$331,902 30 Jun 2023
13F
Cetera Investment Advisers
13F
Company
0.06%
27,479
$317,108 30 Jun 2023
13F
Perigon Wealth Management, LLC
13F
Company
0.05%
24,753
$285,650 30 Jun 2023
13F
Strait & Sound Wealth Management LLC
13F
Company
0.05%
24,438
$282,015 30 Jun 2023
13F
Ignite Planners, LLC
13F
Company
0.05%
24,526
$276,659 30 Jun 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
0.05%
23,878
$275,557 30 Jun 2023
13F
Van Hulzen Asset Management, LLC
13F
Company
0.05%
23,642
$273,000 30 Jun 2023
13F
Virtu Financial LLC
13F
Company
0.05%
23,422
$270,000 30 Jun 2023
13F
Western Wealth Management, LLC
13F
Company
0.05%
22,194
$256,114 30 Jun 2023
13F
Cerity Partners LLC
13F
Company
0.05%
22,046
$254,411 30 Jun 2023
13F
Creative Planning
13F
Company
0.04%
20,644
$238,237 30 Jun 2023
13F
Stratos Wealth Partners, LTD.
13F
Company
0.04%
20,518
$236,778 30 Jun 2023
13F
Castle Rock Wealth Management, LLC
13F
Company
0.04%
19,290
$216,723 30 Jun 2023
13F
Core Wealth Partners LLC
13F
Company
0.04%
18,425
$212,625 30 Jun 2023
13F
Pure Financial Advisors, LLC
13F
Company
0.04%
17,094
$197,265 30 Jun 2023
13F
Atria Wealth Solutions, Inc.
13F
Company
0.03%
16,004
$185,507 30 Jun 2023
13F
Janney Montgomery Scott LLC
13F
Company
0.03%
15,006
$173,000 30 Jun 2023
13F
Saba Capital Management, L.P.
13F
Company
0.03%
14,902
$171,969 30 Jun 2023
13F
Gradient Capital Advisors, LLC
13F
Company
0.03%
14,354
$165,645 30 Jun 2023
13F

Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q3 2023

As of 30 Sep 2023, NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) was held by 61 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,441,453 shares. The largest 10 holders included MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, Hennion & Walsh Asset Management, Inc., WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., UBS Group AG, AQR Arbitrage LLC, Logan Stone Capital, LLC, REGATTA CAPITAL GROUP, LLC, and Blue Zone Wealth Advisors, LLC. This page lists 61 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
64
Q3 2023 holders
61
Holder diff
-3
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .