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 | 08/13/2026 | 3.32 M | $41.58 M | 2.29% | 6.68% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.24 M | $15.55 M | 15.32% | 2.50% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.12 M | $13.98 M | 3.86% | 2.25% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 529.47 K | $6.63 M | -6.60% | 1.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 427.63 K | $5.36 M | 22.11% | 0.86% |
| LPL FINANCIAL LLC | 08/07/2026 | 305.53 K | $3.83 M | 6.70% | 0.61% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 296.33 K | $3.71 M | 2.18% | 0.60% |
| UBS GROUP AG | 08/13/2026 | 232.75 K | $2.92 M | -3.11% | 0.47% |
| DKM WEALTH MANAGEMENT, INC. | 07/30/2026 | 212.59 K | $2.66 M | 0.00% | 0.43% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 132.00 K | $1.66 M | 340.00% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 111.84 K | $1.40 M | 9.39% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 107.61 K | $1.35 M | 90.43% | 0.22% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 102.28 K | $1.28 M | -2.82% | 0.21% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 96.65 K | $1.21 M | 75.61% | 0.19% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 79.58 K | $997.00 K | 3.45% | 0.16% |
| JANE STREET GROUP, LLC | 08/14/2026 | 74.71 K | $936.12 K | 130.17% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 73.59 K | $922.14 K | 100.00% | 0.15% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 70.10 K | $878.35 K | 0.00% | 0.14% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 66.00 K | $826.98 K | 100.00% | 0.13% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 64.84 K | $812.46 K | 6.66% | 0.13% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 58.89 K | $693.12 K | 0.11% | 0.12% |
| DWR WEALTH MANAGEMENT, LLC | 07/08/2026 | 54.14 K | $674.56 K | 0.08% | 0.11% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 07/27/2026 | 53.26 K | $667.36 K | 0.38% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 49.70 K | $622.75 K | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 49.69 K | $623.00 K | 3.43% | 0.10% |
| MATHER GROUP, LLC. | 07/27/2026 | 47.46 K | $594.65 K | -12.37% | 0.10% |
| APRIEM ADVISORS | 08/14/2026 | 45.44 K | $569.31 K | 4.60% | 0.09% |
| BLUE ZONE WEALTH ADVISORS, LLC | 07/14/2026 | 43.70 K | $547.60 K | -4.96% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 40.62 K | $508.94 K | 0.00% | 0.08% |
| MARINER, LLC | 08/13/2026 | 35.14 K | $440.28 K | -77.47% | 0.07% |
| DILIGENT INVESTORS, LLC | 07/24/2026 | 35.08 K | $439.51 K | -2.80% | 0.07% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 34.73 K | $435.15 K | 18.82% | 0.07% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 32.53 K | $407.59 K | -14.58% | 0.07% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 30.65 K | $386.00 K | 100.00% | 0.06% |
| LAZARI CAPITAL MANAGEMENT, INC. | 07/23/2026 | 28.76 K | $360.38 K | 0.00% | 0.06% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 08/13/2026 | 28.37 K | $355.50 K | 0.00% | 0.06% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 07/17/2026 | 28.00 K | $350.84 K | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 26.91 K | $337.17 K | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 25.28 K | $316.72 K | 1.06% | 0.05% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 07/08/2026 | 24.19 K | $303.85 K | 0.00% | 0.05% |
| EHRLICH FINANCIAL GROUP | 07/09/2026 | 23.90 K | $299.44 K | 3.85% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 23.86 K | $299.00 K | 0.30% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 23.48 K | $294.15 K | -0.57% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 23.00 K | $289.80 K | 6.24% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 22.96 K | $287.68 K | 100.00% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 22.95 K | $287.54 K | 5.64% | 0.05% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 21.19 K | $265.45 K | 0.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 20.79 K | $260.51 K | 0.00% | 0.04% |
| PEAK RETIREMENT PLANNING, INC. | 08/10/2026 | 20.72 K | $259.66 K | 100.00% | 0.04% |
| TORTUGA WEALTH MANAGEMENT, INC | 07/31/2026 | 20.60 K | $258.12 K | 41.10% | 0.04% |
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Nuveen California AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 125 institutional investors and hedge funds held shares of Nuveen California AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.32 M
Advisors Asset Management, Inc.: 1.24 M
GUGGENHEIM CAPITAL LLC: 1.12 M
WELLS FARGO & COMPANY/MN: 529,470
Hennion & Walsh Asset Management, Inc.: 427,631
LPL Financial LLC: 305,531
20.11% of Nuveen California AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.21 M shares in the last 24 months. This purchase volume represents approximately $142.45 M in transactions.