Security key
670651108
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX)
CUSIP: 670651108
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common Shares of Beneficial Interest
- Shares outstanding
- 47,805,294
- Total 13F shares
- 7,197,607
- Share change
- -167,048
- Total reported value
- $90,616,879
- Price per share
- $12.59
- Number of holders
- 65
- Value change
- -$2,121,909
- Number of buys
- 23
- Number of sells
- 25
Report period
Q1 2025
Institutions
65
Top holders
10
NKX full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 670651108
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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
13D/G
|
Company |
5.1%
from 13D/G
|
2,362,403
|
$29,860,784 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2%
|
977,148
|
$12,351,151 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.81%
|
385,176
|
$4,868,615 | — | 31 Dec 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.78%
|
374,357
|
$4,731,872 | — | 31 Dec 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.65%
|
312,720
|
$3,952,781 | — | 31 Dec 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.56%
|
269,429
|
$3,405,583 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.46%
|
221,941
|
$2,805,334 | — | 31 Dec 2024 | |
| DKM Wealth Management, Inc. |
13F
|
Company |
0.44%
|
212,592
|
$2,687,163 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.42%
|
200,761
|
$2,537,614 | — | 31 Dec 2024 | |
| Mariner, LLC |
13F
|
Company |
0.37%
|
175,310
|
$2,215,924 | — | 31 Dec 2024 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.31%
|
150,458
|
$1,901,789 | — | 31 Dec 2024 | |
| Leisure Capital Management |
13F
|
Company |
0.31%
|
148,157
|
$1,872,705 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.24%
|
113,571
|
$1,435,533 | — | 31 Dec 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.2%
|
97,562
|
$1,233,000 | — | 31 Dec 2024 | |
| Blue Zone Wealth Advisors, LLC |
13F
|
Company |
0.19%
|
92,943
|
$1,174,800 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.19%
|
90,039
|
$1,138,094 | — | 31 Dec 2024 | |
| NAPA WEALTH MANAGEMENT |
13F
|
Company |
0.15%
|
73,155
|
$924,679 | — | 31 Dec 2024 | |
| MKT Advisors LLC |
13F
|
Company |
0.15%
|
71,643
|
$906,999 | — | 31 Dec 2024 | |
| MYECFO, LLC |
13F
|
Company |
0.15%
|
71,638
|
$905,504 | — | 31 Dec 2024 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.15%
|
70,100
|
$886,064 | — | 31 Dec 2024 | |
| Rareview Capital LLC |
13F
|
Company |
0.14%
|
65,305
|
$887,495 | — | 31 Dec 2024 | |
| Bridgewealth Advisory Group, LLC |
13F
|
Company |
0.11%
|
52,231
|
$665,423 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.11%
|
51,078
|
$646,000 | — | 31 Dec 2024 | |
| Apriem Advisors |
13F
|
Company |
0.09%
|
41,907
|
$529,705 | — | 31 Dec 2024 | |
| NWF Advisory Services Inc. |
13F
|
Company |
0.09%
|
41,753
|
$527,762 | — | 31 Dec 2024 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.07%
|
34,747
|
$439,198 | — | 31 Dec 2024 | |
| Diligent Investors, LLC |
13F
|
Company |
0.07%
|
33,274
|
$420,580 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.06%
|
30,644
|
$387,340 | — | 31 Dec 2024 | |
| Pacific Wealth Strategies Group, Inc. |
13F
|
Company |
0.06%
|
30,149
|
$381,083 | — | 31 Dec 2024 | |
| LAZARI CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.06%
|
28,761
|
$363,539 | — | 31 Dec 2024 | |
| Van Hulzen Asset Management, LLC |
13F
|
Company |
0.06%
|
28,521
|
$360,506 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
28,267
|
$357,301 | — | 31 Dec 2024 | |
| Cerity Partners LLC |
13F
|
Company |
0.06%
|
28,022
|
$354,198 | — | 31 Dec 2024 | |
| Cypress Wealth Services, LLC |
13F
|
Company |
0.06%
|
26,989
|
$341,136 | — | 31 Dec 2024 | |
| Western Wealth Management, LLC |
13F
|
Company |
0.05%
|
25,446
|
$321,636 | — | 31 Dec 2024 | |
| Castle Rock Wealth Management, LLC |
13F
|
Company |
0.05%
|
25,249
|
$321,675 | — | 31 Dec 2024 | |
| Strait & Sound Wealth Management LLC |
13F
|
Company |
0.05%
|
21,968
|
$277,676 | — | 31 Dec 2024 | |
| Creative Planning |
13F
|
Company |
0.04%
|
21,074
|
$266,375 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.04%
|
19,299
|
$243,940 | — | 31 Dec 2024 | |
| EHRLICH FINANCIAL GROUP |
13F
|
Company |
0.04%
|
19,116
|
$241,625 | — | 31 Dec 2024 | |
| Core Wealth Partners LLC |
13F
|
Company |
0.04%
|
18,425
|
$232,892 | — | 31 Dec 2024 | |
| FLC Capital Advisors |
13F
|
Company |
0.04%
|
17,850
|
$225,624 | — | 31 Dec 2024 | |
| Snowden Capital Advisors LLC |
13F
|
Company |
0.04%
|
17,586
|
$222,285 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.04%
|
17,138
|
$217,000 | — | 31 Dec 2024 | |
| Pure Financial Advisors, LLC |
13F
|
Company |
0.04%
|
17,094
|
$216,068 | — | 31 Dec 2024 | |
| Perigon Wealth Management, LLC |
13F
|
Company |
0.04%
|
16,950
|
$215,265 | — | 31 Dec 2024 | |
| LifeGoal Investments, LLC |
13F
|
Company |
0.03%
|
16,140
|
$204,010 | — | 31 Dec 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.03%
|
15,891
|
$200,862 | — | 31 Dec 2024 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.03%
|
14,650
|
$185,176 | — | 31 Dec 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.03%
|
14,504
|
$183,331 | — | 31 Dec 2024 |
Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q1 2025
As of 31 Mar 2025,
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,197,607 shares.
The largest 10 holders included
MORGAN STANLEY, GUGGENHEIM CAPITAL LLC, WELLS FARGO & COMPANY/MN, Advisors Asset Management, Inc., Hennion & Walsh Asset Management, Inc., Fiera Capital Corp, LPL Financial LLC, DKM Wealth Management, Inc., UBS Group AG, and Mariner, LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
65
Q1 2025 holders
65
Holder diff
0
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.