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 | 05/15/2026 | 9.91 M | $111.28 M | 2.16% | 3.31% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 3.11 M | $34.95 M | 26.02% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.01 M | $33.76 M | 15.82% | 1.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.78 M | $31.24 M | 1.92% | 0.93% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 1.76 M | $19.75 M | -0.83% | 0.59% |
| UBS GROUP AG | 05/05/2026 | 1.73 M | $19.48 M | -3.38% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.53 M | $17.20 M | -5.66% | 0.51% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.45 M | $16.26 M | 23.74% | 0.48% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 1.43 M | $16.04 M | 1.30% | 0.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.33 M | $14.94 M | 4.19% | 0.45% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.32 M | $14.82 M | -4.82% | 0.44% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.09 M | $12.22 M | 6.41% | 0.36% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.07 M | $11.98 M | -0.06% | 0.36% |
| CONGRESS PARK CAPITAL LLC | 04/14/2026 | 850.00 K | $9.55 M | -10.05% | 0.28% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 711.74 K | $7.99 M | 9.18% | 0.24% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 04/24/2026 | 678.40 K | $7.66 M | 5.26% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 674.33 K | $7.57 M | 7.20% | 0.23% |
| BYRNE FINANCIAL FREEDOM, LLC | 04/27/2026 | 642.06 K | $7.21 M | -1.04% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 572.06 K | $6.42 M | 22.20% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 541.99 K | $6.09 M | 3.60% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 444.56 K | $4.99 M | -4.24% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 439.60 K | $4.97 M | 59.36% | 0.15% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 411.73 K | $4.62 M | -18.50% | 0.14% |
| CRESTA ADVISORS, LTD. | 04/27/2026 | 385.65 K | $4.33 M | 43.02% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 379.23 K | $4.26 M | -12.08% | 0.13% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 377.56 K | $4.24 M | 2.38% | 0.13% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 361.96 K | $4.06 M | -0.40% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 323.49 K | $3.63 M | -4.72% | 0.11% |
| COHEN & STEERS, INC. | 05/15/2026 | 304.71 K | $3.42 M | -4.69% | 0.10% |
| CURA WEALTH ADVISORS, LLC | 05/08/2026 | 302.00 K | $3.39 M | -1.63% | 0.10% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 296.31 K | $3.33 M | 0.36% | 0.10% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 292.87 K | $3.29 M | -6.37% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 292.35 K | $3.28 M | 28.46% | 0.10% |
| LEO WEALTH, LLC | 05/05/2026 | 283.14 K | $3.18 M | 22.29% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 280.90 K | $3.15 M | 1.35% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 265.33 K | $2.98 M | 1.01% | 0.09% |
| KIM, LLC | 05/12/2026 | 243.70 K | $2.74 M | 0.00% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 241.90 K | $2.72 M | -0.70% | 0.08% |
| JUPITER WEALTH MANAGEMENT LLC | 05/14/2026 | 240.24 K | $2.78 M | 100.00% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 239.88 K | $2.69 M | 1.48% | 0.08% |
| EVOKE WEALTH, LLC | 05/15/2026 | 236.50 K | $2.67 M | -7.29% | 0.08% |
| LIDO ADVISORS, LLC | 05/13/2026 | 227.46 K | $2.57 M | 1.84% | 0.08% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 220.59 K | $2.48 M | 0.25% | 0.07% |
| INVESCO LTD. | 05/12/2026 | 214.09 K | $2.40 M | -5.37% | 0.07% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 203.62 K | $2.30 M | 3.11% | 0.07% |
| BLACKROCK, INC. | 05/13/2026 | 200.10 K | $2.25 M | 0.05% | 0.07% |
| FIERA CAPITAL CORP | 05/12/2026 | 198.44 K | $2.23 M | 100.00% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 194.81 K | $2.19 M | 272.93% | 0.07% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 179.25 K | $2.01 M | 8.74% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 179.07 K | $2.01 M | -20.67% | 0.06% |
Nuveen AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 425 institutional investors and hedge funds held shares of Nuveen AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.91 M
GUGGENHEIM CAPITAL LLC: 3.11 M
RAYMOND JAMES FINANCIAL INC: 3.01 M
WELLS FARGO & COMPANY/MN: 2.78 M
Hennion & Walsh Asset Management, Inc.: 1.76 M
UBS Group AG: 1.73 M
17.89% of Nuveen AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 66.35 M shares in the last 24 months. This purchase volume represents approximately $775.60 M in transactions.