Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
270KNew |
$3.1M - $3.42M
|
270K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
176K+ 21.47% |
$2.02M - $2.23M
|
998K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 6.22% |
$1.93M - $2.13M
|
2.86M
$36.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
127K+ 32.68% |
$1.46M - $1.61M
|
517K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
54.9K+ 29.32% |
$630K - $695K
|
242K
$3.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 13.45% |
$352K - $388K
|
258K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.5KNew |
$316K - $349K
|
27.5K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.8K+ 4.49% |
$251K - $277K
|
508K
$6.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8KNew |
$158K - $175K
|
13.8K
$178K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
13.8K+ 459.3% |
$158K - $175K
|
16.8K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 40.82% |
$156K - $172K
|
46.7K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.8KNew |
$147K - $163K
|
12.8K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$138K - $152K
|
12K
$155K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.79K+ 15.34% |
$101K - $111K
|
66.1K
$852K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.53K+ 43.99% |
$63.4K - $70K
|
18.1K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.95K+ 1.39% |
$45.3K - $50K
|
288K
$3.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.64K+ 18.93% |
$41.8K - $46.1K
|
22.9K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 2.28% |
$40K - $44.2K
|
156K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.89K+ 16.94% |
$33.1K - $36.6K
|
19.9K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.34K+ 6.98% |
$26.8K - $29.6K
|
35.8K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 1.67% |
$16K - $17.7K
|
85.2K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.81% |
$12K - $13.3K
|
28.5K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
838+ 3.95% |
$9.62K - $10.6K
|
22.1K
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550New |
$6.31K - $6.97K
|
550
$7.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
526+ 0.35% |
$6.04K - $6.66K
|
153K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
220+ 0.4% |
$2.53K - $2.79K
|
55.2K
$713K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
214+ 1.11% |
$2.46K - $2.71K
|
19.5K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
201+ 0.38% |
$2.31K - $2.55K
|
52.7K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
62+ 0.11% |
$712 - $786
|
58.7K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43New |
$494 - $545
|
43
$555
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.03% |
$103 - $114
|
34.8K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.03% |
$45.9 - $50.7
|
14.4K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-609- 1.32% |
$6.99K - $7.72K
|
45.4K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-682- 3.42% |
$7.83K - $8.64K
|
19.2K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.17K- 3.3% |
$13.4K - $14.8K
|
34.2K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 4.95% |
$14.8K - $16.4K
|
24.8K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.39K- 0.56% |
$16K - $17.6K
|
247K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.64K- 11.73% |
$18.8K - $20.8K
|
12.3K
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.57K- 12.96% |
$64K - $70.6K
|
37.4K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.92K- 11.97% |
$90.9K - $100K
|
58.2K
$751K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16K- 19.51% |
$184K - $203K
|
66K
$851K
|
|