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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
17,850
shares
|
$230,265
0.04% of portfolio
|
Q4 2024
Added 78.5%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
17,094
shares
|
$220,512
0.0% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,950
shares
|
$218,655
0.0% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,779
shares
|
$216,449
0.0% of portfolio
|
Q3 2025
Added 459.3%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
15,000
shares
|
$193,500
2.59% of portfolio
|
Q2 2020
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,369
shares
|
$185,360
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
13,779
shares
|
$177,749
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,848
shares
|
$165,739
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,344
shares
|
$159,237
0.0% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,100
shares
|
$156,090
0.0% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,003
shares
|
$154,838
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
10,623
shares
|
$137,036
0.0% of portfolio
|
Q1 2025
Added 185.41%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,000
shares
|
$116,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$71,401
0.01% of portfolio
|
Q4 2021
Reduced 49.84%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,064
shares
|
$26,625
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
900
shares
|
$11,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
550
shares
|
$7,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
536
shares
|
$6,914
0.0% of portfolio
|
Q2 2025
Added 98.52%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
200
shares
|
$2,580
0.0% of portfolio
|
Q2 2023
Reduced 43.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43
shares
|
$554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$38
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|