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 72 institutions that hold shares in the stock, with a total of 8.52 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
40,618
shares
|
$523,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
37,436
shares
|
$482,924
0.05% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
35,825
shares
|
$462,142
0.13% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
34,770
shares
|
$448,533
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
34,232
shares
|
$441,592
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
28,761
shares
|
$371,016
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
28,514
shares
|
$367,830
0.03% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
28,000
shares
|
$361,200
0.22% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,511
shares
|
$354,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
27,378
shares
|
$353,176
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
24,790
shares
|
$319,791
0.0% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
24,192
shares
|
$312,076
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
22,853
shares
|
$294,803
0.17% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,054
shares
|
$284,496
0.0% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
22,046
shares
|
$284,393
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,650
shares
|
$279,285
0.0% of portfolio
|
Q2 2025
Added 47.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
21,185
shares
|
$273,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
20,918
shares
|
$269,842
0.1% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,114
shares
|
$259,470
0.0% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
19,911
shares
|
$256,851
0.0% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
19,513
shares
|
$251,717
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,231
shares
|
$248,079
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
18,425
shares
|
$237,682
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
18,086
shares
|
$233,309
0.0% of portfolio
|
Q3 2025
Added 43.99%
|
|