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 | 05/15/2026 | 3.24 M | $38.60 M | 11.24% | 6.53% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.08 M | $12.80 M | 11.52% | 2.16% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.07 M | $12.79 M | -2.96% | 2.16% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 566.90 K | $6.75 M | -0.35% | 1.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 350.21 K | $4.17 M | 10.58% | 0.70% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 290.00 K | $3.45 M | 7.41% | 0.58% |
| LPL FINANCIAL LLC | 05/06/2026 | 286.33 K | $3.41 M | 7.61% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 240.23 K | $2.86 M | -1.10% | 0.48% |
| DKM WEALTH MANAGEMENT, INC. | 04/10/2026 | 212.59 K | $2.53 M | 0.00% | 0.43% |
| MARINER, LLC | 05/13/2026 | 155.97 K | $1.86 M | 1.86% | 0.31% |
| EVOKE WEALTH, LLC | 05/15/2026 | 143.22 K | $1.72 M | -6.51% | 0.29% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 105.25 K | $1.25 M | 49.97% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 102.24 K | $1.22 M | 9.48% | 0.21% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 76.93 K | $915.00 K | 26.53% | 0.15% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 70.10 K | $834.19 K | 0.00% | 0.14% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 60.79 K | $723.41 K | 166.73% | 0.12% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 58.83 K | $692.39 K | 0.07% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 56.51 K | $672.43 K | 64.63% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 55.04 K | $654.97 K | 100.00% | 0.11% |
| MATHER GROUP, LLC. | 04/13/2026 | 54.16 K | $644.50 K | 100.00% | 0.11% |
| GK WEALTH MANAGEMENT LLC | 04/07/2026 | 54.10 K | $634.55 K | 100.00% | 0.11% |
| 04/07/2026 | 54.10 K | $634.55 K | 40.36% | 0.11% | |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 05/15/2026 | 53.06 K | $631.40 K | 0.24% | 0.11% |
| ROYAL BANK OF CANADA | 05/15/2026 | 48.04 K | $572.00 K | -1.98% | 0.10% |
| BLUE ZONE WEALTH ADVISORS, LLC | 04/16/2026 | 45.99 K | $547.22 K | -3.44% | 0.09% |
| APRIEM ADVISORS | 05/15/2026 | 43.44 K | $516.89 K | 4.83% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 40.62 K | $483.35 K | 0.00% | 0.08% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 38.08 K | $453.16 K | 100.00% | 0.08% |
| DILIGENT INVESTORS, LLC | 04/15/2026 | 36.09 K | $429.44 K | 0.24% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 32.46 K | $386.26 K | 48.01% | 0.07% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 30.00 K | $357.00 K | 100.00% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 29.23 K | $347.81 K | 46.79% | 0.06% |
| MKT ADVISORS LLC | 04/10/2026 | 28.88 K | $344.00 K | -6.63% | 0.06% |
| LAZARI CAPITAL MANAGEMENT, INC. | 04/24/2026 | 28.76 K | $342.26 K | 0.00% | 0.06% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 05/14/2026 | 28.37 K | $337.63 K | -0.63% | 0.06% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 05/07/2026 | 28.00 K | $333.20 K | 0.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 25.01 K | $297.63 K | 100.00% | 0.05% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 04/08/2026 | 24.19 K | $289.34 K | 0.00% | 0.05% |
| FIFTH THIRD BANCORP | 05/01/2026 | 23.79 K | $283.11 K | 100.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 23.61 K | $280.95 K | -6.48% | 0.05% |
| EHRLICH FINANCIAL GROUP | 04/09/2026 | 23.01 K | $273.84 K | 0.23% | 0.05% |
| CERITY PARTNERS LLC | 05/15/2026 | 22.05 K | $262.35 K | 0.00% | 0.04% |
| CREATIVE PLANNING | 05/12/2026 | 21.72 K | $258.49 K | -29.53% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 21.65 K | $258.93 K | 0.00% | 0.04% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 21.19 K | $253.80 K | 0.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 20.79 K | $247.41 K | 8.25% | 0.04% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 05/18/2026 | 19.72 K | $234.64 K | -5.35% | 0.04% |
| CORE WEALTH PARTNERS LLC | 05/08/2026 | 18.43 K | $219.26 K | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 18.00 K | $214.20 K | 100.00% | 0.04% |
| FLC CAPITAL ADVISORS | 05/04/2026 | 17.85 K | $212.42 K | 0.00% | 0.04% |
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Nuveen California AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of Nuveen California AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.24 M
Advisors Asset Management, Inc.: 1.08 M
GUGGENHEIM CAPITAL LLC: 1.07 M
WELLS FARGO & COMPANY/MN: 566,898
Hennion & Walsh Asset Management, Inc.: 350,212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 290,000
18.99% of Nuveen California AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.60 M shares in the last 24 months. This purchase volume represents approximately $134.68 M in transactions.