Nuveen AMT-Free Quality Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 9.70 M | $112.81 M | -4.65% | 3.24% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 2.80 M | $32.58 M | -6.04% | 0.94% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.73 M | $31.74 M | 4.03% | 0.91% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 2.60 M | $30.19 M | 17.41% | 0.87% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 2.47 M | $28.73 M | 52.02% | 0.83% |
| UBS GROUP AG | 01/29/2026 | 1.80 M | $20.88 M | 1.17% | 0.60% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 1.77 M | $20.63 M | 19.51% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.62 M | $18.88 M | -0.22% | 0.54% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 1.41 M | $16.40 M | 4.53% | 0.47% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.39 M | $16.13 M | 7.66% | 0.46% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.28 M | $14.85 M | 3.95% | 0.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.17 M | $13.61 M | 4.45% | 0.39% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.07 M | $12.42 M | -26.93% | 0.36% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.02 M | $11.90 M | 1.33% | 0.34% |
| CONGRESS PARK CAPITAL LLC | 01/14/2026 | 945.00 K | $10.99 M | -17.65% | 0.32% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 651.89 K | $7.58 M | 51.28% | 0.22% |
| BYRNE FINANCIAL FREEDOM, LLC | 02/04/2026 | 648.82 K | $7.55 M | -0.06% | 0.22% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 02/13/2026 | 644.47 K | $7.50 M | 30.21% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 629.03 K | $7.32 M | -23.36% | 0.21% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 523.17 K | $6.08 M | 34.60% | 0.18% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 505.20 K | $5.88 M | -8.69% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 468.14 K | $5.44 M | 80.51% | 0.16% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 464.24 K | $5.40 M | 6.19% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 431.31 K | $5.02 M | -59.76% | 0.14% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 368.79 K | $4.29 M | 4.61% | 0.12% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 363.43 K | $4.23 M | -7.74% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 339.50 K | $3.95 M | -9.60% | 0.11% |
| COHEN & STEERS, INC. | 02/13/2026 | 319.71 K | $3.72 M | 0.00% | 0.11% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 312.78 K | $3.64 M | -25.61% | 0.10% |
| CURA WEALTH ADVISORS, LLC | 01/23/2026 | 307.00 K | $3.57 M | -0.32% | 0.10% |
| STONEX GROUP INC. | 02/12/2026 | 301.99 K | $3.51 M | 0.56% | 0.10% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 295.25 K | $3.43 M | -0.68% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 277.15 K | $3.22 M | 3.92% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 275.86 K | $3.21 M | 56.30% | 0.09% |
| CRESTA ADVISORS, LTD. | 02/03/2026 | 269.65 K | $3.14 M | 5.07% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 262.67 K | $3.05 M | 112.80% | 0.09% |
| EVOKE WEALTH, LLC | 02/06/2026 | 255.09 K | $2.97 M | 0.00% | 0.09% |
| KIM, LLC | 02/02/2026 | 243.70 K | $2.83 M | 0.00% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 02/10/2026 | 243.61 K | $2.83 M | -59.95% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 236.39 K | $2.75 M | 0.57% | 0.08% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 233.25 K | $2.71 M | 100.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 232.70 K | $2.71 M | 9.35% | 0.08% |
| LEO WEALTH, LLC | 01/21/2026 | 231.52 K | $2.69 M | 43.70% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 227.58 K | $2.65 M | -16.24% | 0.08% |
| INVESCO LTD. | 02/19/2026 | 226.24 K | $2.63 M | 3.17% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 225.73 K | $2.63 M | 570.73% | 0.08% |
| LIDO ADVISORS, LLC | 02/10/2026 | 223.35 K | $2.56 M | 0.00% | 0.07% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 220.05 K | $2.56 M | -18.82% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 204.65 K | $2.38 M | -13.60% | 0.07% |
| BLACKROCK, INC. | 02/12/2026 | 200.00 K | $2.33 M | -88.03% | 0.07% |
Nuveen AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 430 institutional investors and hedge funds held shares of Nuveen AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
UBS Group AG: 1.73 M
HighTower Advisors, LLC: 1.07 M
Congress Park Capital LLC: 850,000
Melone Private Wealth, LLC: 711,737
Eagle Bluffs Wealth Management LLC: 678,395
COMMONWEALTH EQUITY SERVICES, LLC: 674,328
18.35% of Nuveen AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 69.57 M shares in the last 24 months. This purchase volume represents approximately $813.23 M in transactions.