Latest Institutional Transactions on Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information on the latest institutional transactions involving Nuveen California Amt Free Quality Municipal Income Fund (NKX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.15K- 7.13% |
$24.6K - $27.4K
|
28K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 4.78% |
$12K - $13.4K
|
20.9K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$57.3 - $63.8
|
24.2K
$312K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$29.8K - $33.1K
|
2.6K
$33.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 14.15% |
$17.2K - $19.1K
|
12.1K
$156K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-54.5K- 78.42% |
$625K - $695K
|
15K
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 47.78% |
$80.2K - $89.3K
|
21.7K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
510New |
$5.84K - $6.5K
|
510
$6.58K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.9KNew |
$939K - $978K
|
74.9K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.6KNew |
$509K - $530K
|
40.6K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-644- 2.3% |
$8.07K - $8.4K
|
27.4K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.14KNew |
$26.8K - $27.9K
|
2.14K
$27.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$25.9K - $26.9K
|
2.06K
$26.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $11.7K
|
900
$11.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 185.41% |
$86.5K - $90.1K
|
10.6K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
321+ 1.19% |
$4.02K - $4.19K
|
27.3K
$352K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
41.8KNew |
$514K - $580K
|
41.8K
$539K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23K+ 19.92% |
$52K - $58.7K
|
25.4K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
213KNew |
$2.61M - $2.95M
|
213K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208- 25.27% |
$2.56K - $2.89K
|
615
$7.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156+ 1.46% |
$1.92K - $2.17K
|
10.8K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9KNew |
$111K - $125K
|
9K
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.1KNew |
$199K - $224K
|
16.1K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-27.8K- 15.81% |
$342K - $386K
|
148K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.85K+ 78.5% |
$96.6K - $109K
|
17.9K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$2.83K - $3.19K
|
230
$2.97K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-88.2K- 50.78% |
$1.11M - $1.24M
|
85.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129+ 1.24% |
$1.62K - $1.81K
|
10.5K
$136K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 18.25% |
$48K - $53.6K
|
17.1K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.6KNew |
$234K - $261K
|
18.6K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.6K+ 1259.0% |
$158K - $177K
|
13.6K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.36K+ 13.27% |
$29.7K - $33.1K
|
20.1K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.08K- 5.6% |
$51.4K - $57.4K
|
68.9K
$889K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.37K- 1.1% |
$29.8K - $33.3K
|
213K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
37+ 0.05% |
$465 - $520
|
71.6K
$924K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-25.1K- 31.79% |
$286K - $314K
|
53.8K
$694K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-649- 35.86% |
$7.4K - $8.12K
|
1.16K
$15K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$60.6K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$156K - $169K
|
13.9K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-44.7K- 28.3% |
$502K - $543K
|
113K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9KNew |
$179K - $193K
|
15.9K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$123K - $133K
|
10.9K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.1KNew |
$788K - $852K
|
70.1K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 12.12% |
$22.5K - $24.3K
|
14.5K
$187K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.3K- 12.19% |
$127K - $137K
|
81.1K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 7.2% |
$14.8K - $16K
|
17K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-177- 1.44% |
$1.99K - $2.15K
|
12.1K
$156K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-334- 50.0% |
$3.75K - $4.06K
|
334
$4.31K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.87K+ 16.65% |
$21.1K - $22.8K
|
13.1K
$169K
|
|
| Q4 2023 | |||||||
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14.5KNew |
$142K - $168K
|
14.5K
$187K
|
|