Latest Institutional Purchases of Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This list provides information on the latest institutional transactions involving Nuveen California Amt Free Quality Municipal Income Fund (NKX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.14KNew |
$26.8K - $27.9K
|
2.14K
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $11.7K
|
900
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
321+ 1.19% |
$4.02K - $4.19K
|
27.3K
$352K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
213KNew |
$2.61M - $2.95M
|
213K
$2.74M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
41.8KNew |
$514K - $580K
|
41.8K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.1KNew |
$199K - $224K
|
16.1K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9KNew |
$111K - $125K
|
9K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.85K+ 78.5% |
$96.6K - $109K
|
17.9K
$230K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23K+ 19.92% |
$52K - $58.7K
|
25.4K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$2.83K - $3.19K
|
230
$2.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156+ 1.46% |
$1.92K - $2.17K
|
10.8K
$140K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129+ 1.24% |
$1.62K - $1.81K
|
10.5K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
37+ 0.05% |
$465 - $520
|
71.6K
$924K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.1KNew |
$788K - $852K
|
70.1K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9KNew |
$179K - $193K
|
15.9K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$156K - $169K
|
13.9K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$123K - $133K
|
10.9K
$141K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$60.6K
|
|
|
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
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$105K - $123K
|
10.7K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.24KNew |
$31.7K - $37.5K
|
3.24K
$41.8K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
68+ 0.28% |
$698 - $789
|
24.6K
$317K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28.8KNew |
$316K - $338K
|
28.8K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$164K - $175K
|
14.9K
$192K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.5KNew |
$427K - $483K
|
37.5K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.4KNew |
$210K - $238K
|
18.4K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
13.5KNew |
$154K - $174K
|
13.5K
$174K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
99+ 0.88% |
$1.13K - $1.28K
|
11.3K
$146K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 1.09% |
$285 - $323
|
2.31K
$29.8K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.4KNew |
$155K - $177K
|
14.4K
$185K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.1KNew |
$120K - $137K
|
11.1K
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.23K+ 30.26% |
$99.9K - $114K
|
39.7K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$65 - $74
|
20.4K
$263K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.1KNew |
$154K - $185K
|
13.1K
$169K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
26.2KNew |
$318K - $367K
|
26.2K
$338K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24.8KNew |
$300K - $347K
|
24.8K
$319K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20.2KNew |
$244K - $282K
|
20.2K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19.9KNew |
$241K - $279K
|
19.9K
$257K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
9.65K+ 19.63% |
$117K - $135K
|
58.8K
$759K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.39KNew |
$77.5K - $89.5K
|
6.39K
$82.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.08KNew |
$37.4K - $43.2K
|
3.08K
$39.8K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3KNew |
$39.6K - $47.5K
|
3K
$38.7K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$188K - $201K
|
12.1K
$155K
|
|
| Q3 2021 | |||||||
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.6KNew |
$187K - $193K
|
11.6K
$150K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
497New |
$7.98K - $8.28K
|
497
$6.41K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3New |
$48.2 - $50
|
3
$38.7
|
|