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 70 institutions that hold shares in the stock, with a total of 7.55 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
51,078
shares
|
$621,108
0.0% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
41,907
shares
|
$509,589
0.06% of portfolio
|
Q4 2024
Reduced 24.68%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
41,753
shares
|
$507,716
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
40,618
shares
|
$493,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
34,747
shares
|
$422,523
0.01% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
33,355
shares
|
$405,596
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
30,516
shares
|
$371,074
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
30,149
shares
|
$366,611
0.28% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
28,761
shares
|
$349,733
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
28,539
shares
|
$347,034
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
28,267
shares
|
$343,726
0.0% of portfolio
|
Q4 2024
Reduced 26.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
27,378
shares
|
$332,916
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
27,310
shares
|
$332,089
0.07% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
24,187
shares
|
$294,113
0.09% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
24,074
shares
|
$292,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
22,046
shares
|
$268,079
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
21,968
shares
|
$267,130
0.13% of portfolio
|
Q3 2023
Reduced 10.11%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,074
shares
|
$256,259
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,114
shares
|
$244,586
0.0% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,302
shares
|
$234,712
0.0% of portfolio
|
Q1 2025
Added 200.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
19,299
shares
|
$234,675
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
19,154
shares
|
$232,912
0.18% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
18,425
shares
|
$224,048
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
17,850
shares
|
$217,056
0.05% of portfolio
|
Q4 2024
Added 78.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,588
shares
|
$213,870
0.01% of portfolio
|
Q1 2025
Added 0.01%
|