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 |
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
17,094
shares
|
$207,863
0.0% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,950
shares
|
$206,112
0.01% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,826
shares
|
$204,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
16,140
shares
|
$196,262
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
15,891
shares
|
$193,234
0.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
15,000
shares
|
$182,400
2.59% of portfolio
|
Q2 2020
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
14,650
shares
|
$178,144
0.0% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
14,504
shares
|
$176,368
0.0% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,501
shares
|
$176,332
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,984
shares
|
$170,045
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,623
shares
|
$129,175
0.0% of portfolio
|
Q1 2025
Added 185.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,600
shares
|
$128,896
0.0% of portfolio
|
Q1 2025
Reduced 38.15%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,000
shares
|
$109,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$67,305
0.01% of portfolio
|
Q4 2021
Reduced 49.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$36,480
0.0% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,135
shares
|
$25,961
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,064
shares
|
$25,098
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
900
shares
|
$10,944
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
615
shares
|
$7,478
0.0% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
334
shares
|
$4,061
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
270
shares
|
$3,283
0.0% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
200
shares
|
$2,432
0.0% of portfolio
|
Q2 2023
Reduced 43.18%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3
shares
|
$36
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|