Institutional Ownership Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information about the institutional ownership of Nuveen California Amt Free Quality Municipal Income Fund (NKX). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 8.5 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,863,725
shares
|
$36.9 Million
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
997,649
shares
|
$12.9 Million
0.09% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
517,180
shares
|
$6.67 Million
0.12% of portfolio
|
Q3 2025
Added 32.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
508,095
shares
|
$6.55 Million
0.0% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
316,709
shares
|
$4.09 Million
0.15% of portfolio
|
Q4 2025
Added 10.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
270,000
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
258,398
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
246,772
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
241,978
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
212,592
shares
|
$2.74 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
199,757
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
156,303
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
152,528
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
85,239
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
70,100
shares
|
$904,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,879
shares
|
$888,539
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
66,074
shares
|
$852,354
0.03% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
66,000
shares
|
$851,400
0.02% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
58,810
shares
|
$758,649
0.35% of portfolio
|
Q2 2022
Added 19.63%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
58,710
shares
|
$757,359
0.42% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
55,249
shares
|
$712,712
0.33% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
52,680
shares
|
$679,572
0.15% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
47,621
shares
|
$614,310
0.13% of portfolio
|
Q4 2025
Reduced 18.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
46,735
shares
|
$602,881
0.0% of portfolio
|
Q3 2025
Added 40.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
45,384
shares
|
$585,453
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|