Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
258K+ 10.58% |
$2.96M - $3.29M
|
2.7M
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
83.2KNew |
$954K - $1.06M
|
83.2K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
52.5KNew |
$601K - $669K
|
52.5K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.5KNew |
$315K - $351K
|
27.5K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 5.47% |
$289K - $322K
|
486K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.2KNew |
$243K - $270K
|
21.2K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$180K - $200K
|
15.7K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.7K+ 23.03% |
$180K - $200K
|
83.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$175K - $194K
|
15.2K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 4.84% |
$121K - $134K
|
228K
$2.94M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.66K+ 62.49% |
$87.8K - $97.6K
|
19.9K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 47.78% |
$80.2K - $89.3K
|
21.7K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$29.8K - $33.1K
|
2.6K
$33.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 14.15% |
$17.2K - $19.1K
|
12.1K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.41K+ 0.36% |
$16.1K - $17.9K
|
390K
$5.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.24K+ 0.82% |
$14.2K - $15.8K
|
152K
$1.96M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.03K+ 2.3% |
$11.8K - $13.2K
|
46K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.03K+ 2.3% |
$11.8K - $13.2K
|
46K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
749+ 2.16% |
$8.58K - $9.55K
|
35.4K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
510New |
$5.84K - $6.5K
|
510
$6.58K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
500+ 2.08% |
$5.73K - $6.38K
|
24.6K
$317K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
266+ 98.52% |
$3.05K - $3.39K
|
536
$6.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
200+ 1.19% |
$2.29K - $2.55K
|
17K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
132+ 0.4% |
$1.51K - $1.68K
|
33.5K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
102+ 0.18% |
$1.17K - $1.3K
|
57.3K
$739K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 0.41% |
$997 - $1.11K
|
21.2K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
61+ 0.32% |
$699 - $778
|
19.2K
$248K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$138 - $153
|
12
$155
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.03% |
$103 - $115
|
34.8K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$57.3 - $63.8
|
24.2K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-199- 0.46% |
$2.28K - $2.54K
|
43K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-624- 0.22% |
$7.15K - $7.96K
|
284K
$3.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 4.78% |
$12K - $13.4K
|
20.9K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.07K- 3.76% |
$12.3K - $13.7K
|
27.5K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.15K- 7.13% |
$24.6K - $27.4K
|
28K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.15K- 1.25% |
$36.1K - $40.2K
|
248K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.22K- 18.32% |
$36.9K - $41.1K
|
14.4K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.33K- 20.96% |
$38.2K - $42.5K
|
12.6K
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 5.73% |
$46.1K - $51.3K
|
66.1K
$853K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.44K- 14.53% |
$50.8K - $56.5K
|
26.1K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.93K- 7.75% |
$56.4K - $62.8K
|
58.6K
$757K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.05K- 36.51% |
$80.8K - $89.8K
|
12.3K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-13K- 19.15% |
$149K - $166K
|
55K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.8K- 10.94% |
$215K - $239K
|
153K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.2K- 9.75% |
$232K - $258K
|
187K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.4K- 42.42% |
$280K - $312K
|
33.2K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-53.3K- 6.1% |
$611K - $680K
|
821K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-54.5K- 78.42% |
$625K - $695K
|
15K
$194K
|
|