Nuveen California 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 | 2.92 M | $36.28 M | 1.83% | 5.87% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.11 M | $13.78 M | 11.00% | 2.23% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 964.89 K | $12.00 M | 86.57% | 1.94% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 568.91 K | $7.08 M | 11.97% | 1.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 316.71 K | $3.94 M | 10.12% | 0.64% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 270.00 K | $3.36 M | 0.00% | 0.54% |
| LPL FINANCIAL LLC | 02/11/2026 | 266.09 K | $3.31 M | 2.98% | 0.54% |
| UBS GROUP AG | 01/29/2026 | 242.89 K | $3.02 M | 0.38% | 0.49% |
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 212.59 K | $2.64 M | 0.00% | 0.43% |
| EVOKE WEALTH, LLC | 02/06/2026 | 153.20 K | $1.91 M | 0.44% | 0.31% |
| MARINER, LLC | 02/13/2026 | 153.13 K | $1.90 M | -2.03% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 93.38 K | $1.16 M | 9.55% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 70.18 K | $873.07 K | 50.17% | 0.14% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 70.10 K | $872.04 K | 0.00% | 0.14% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 66.00 K | $821.04 K | 0.00% | 0.13% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 60.80 K | $756.00 K | -7.99% | 0.12% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 58.79 K | $691.93 K | 0.13% | 0.12% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 02/04/2026 | 52.93 K | $658.48 K | 0.48% | 0.11% |
| ROYAL BANK OF CANADA | 02/17/2026 | 49.01 K | $610.00 K | 7.98% | 0.10% |
| BLUE ZONE WEALTH ADVISORS, LLC | 01/21/2026 | 47.62 K | $592.41 K | -18.21% | 0.10% |
| APRIEM ADVISORS | 02/13/2026 | 41.44 K | $515.46 K | 10.68% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 40.62 K | $505.29 K | 0.00% | 0.08% |
| 04/01/2026 | 38.54 K | $479.07 K | 100.00% | 0.08% | |
| DILIGENT INVESTORS, LLC | 01/23/2026 | 36.00 K | $447.83 K | 0.49% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 34.32 K | $426.99 K | 0.27% | 0.07% |
| MKT ADVISORS LLC | 01/08/2026 | 30.93 K | $386.98 K | -56.82% | 0.06% |
| CREATIVE PLANNING | 02/17/2026 | 30.83 K | $383.46 K | 39.77% | 0.06% |
| LAZARI CAPITAL MANAGEMENT, INC. | 01/29/2026 | 28.76 K | $357.79 K | 0.00% | 0.06% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 02/06/2026 | 28.55 K | $355.20 K | 0.14% | 0.06% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 02/09/2026 | 28.00 K | $348.32 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 25.25 K | $314.06 K | 1.84% | 0.05% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 02/05/2026 | 24.19 K | $311.57 K | 0.00% | 0.05% |
| EHRLICH FINANCIAL GROUP | 01/06/2026 | 22.96 K | $285.61 K | 0.46% | 0.05% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 22.79 K | $283.52 K | 26.01% | 0.05% |
| COMERICA BANK | 01/29/2026 | 22.21 K | $276.26 K | 32.35% | 0.04% |
| CERITY PARTNERS LLC | 02/11/2026 | 22.05 K | $274.25 K | -19.48% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 21.93 K | $272.82 K | 100.00% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 21.65 K | $271.06 K | 0.00% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 21.19 K | $263.54 K | 0.00% | 0.04% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 02/04/2026 | 20.83 K | $259.16 K | -0.41% | 0.04% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 19.91 K | $247.71 K | 0.01% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 19.21 K | $238.94 K | 39.39% | 0.04% |
| CORE WEALTH PARTNERS LLC | 02/17/2026 | 18.43 K | $229.21 K | 0.00% | 0.04% |
| FLC CAPITAL ADVISORS | 02/11/2026 | 17.85 K | $222.05 K | 0.00% | 0.04% |
| PURE FINANCIAL ADVISORS, LLC | 02/04/2026 | 17.09 K | $212.65 K | 0.00% | 0.03% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 16.95 K | $210.86 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 16.33 K | $203.18 K | -15.07% | 0.03% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 14.45 K | $179.82 K | 0.59% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 13.82 K | $171.96 K | 30.12% | 0.03% |
| MAIA WEALTH LLC | 02/17/2026 | 12.85 K | $168.89 K | 0.00% | 0.03% |
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Nuveen California AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of Nuveen California AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
UBS Group AG: 240,225
DKM Wealth Management, Inc.: 212,592
WEDBUSH SECURITIES INC: 76,929
D.A. DAVIDSON & CO.: 60,791
Rareview Capital LLC: 58,827
MATHER GROUP, LLC.: 54,160
17.21% of Nuveen California AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.89 M shares in the last 24 months. This purchase volume represents approximately $125.67 M in transactions.