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 | 11/14/2025 | 2.86 M | $36.28 M | 6.22% | 5.99% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 997.65 K | $12.64 M | 21.47% | 2.09% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 517.18 K | $6.55 M | 32.68% | 1.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 508.10 K | $6.44 M | 4.49% | 1.06% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 287.61 K | $3.64 M | 1.39% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 270.00 K | $3.42 M | 100.00% | 0.57% |
| LPL FINANCIAL LLC | 11/12/2025 | 258.40 K | $3.27 M | 13.45% | 0.54% |
| FIERA CAPITAL CORP | 11/07/2025 | 246.77 K | $3.13 M | -0.56% | 0.52% |
| UBS GROUP AG | 11/13/2025 | 241.98 K | $3.07 M | 29.32% | 0.51% |
| DKM WEALTH MANAGEMENT, INC. | 10/10/2025 | 212.59 K | $2.69 M | 0.00% | 0.45% |
| MARINER, LLC | 11/14/2025 | 156.30 K | $1.98 M | 2.28% | 0.33% |
| EVOKE WEALTH, LLC | 11/14/2025 | 152.53 K | $1.94 M | 0.35% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 85.24 K | $1.08 M | 1.67% | 0.18% |
| MKT ADVISORS LLC | 10/17/2025 | 71.64 K | $915.60 K | 0.00% | 0.15% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 70.10 K | $888.17 K | 0.00% | 0.15% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 66.07 K | $837.00 K | 15.34% | 0.14% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 66.00 K | $836.22 K | -19.51% | 0.14% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 58.71 K | $691.02 K | 0.11% | 0.12% |
| BLUE ZONE WEALTH ADVISORS, LLC | 10/15/2025 | 58.23 K | $737.74 K | -11.97% | 0.12% |
| NAPA WEALTH MANAGEMENT | 11/12/2025 | 55.25 K | $700.01 K | 0.40% | 0.12% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 10/23/2025 | 52.68 K | $667.45 K | 0.38% | 0.11% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 46.74 K | $592.14 K | 40.82% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 45.38 K | $575.00 K | -1.32% | 0.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 40.62 K | $514.63 K | 0.00% | 0.09% |
| APRIEM ADVISORS | 11/10/2025 | 37.44 K | $474.32 K | -12.96% | 0.08% |
| DILIGENT INVESTORS, LLC | 11/14/2025 | 35.83 K | $453.90 K | 6.98% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 34.77 K | $440.53 K | 0.03% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 34.23 K | $433.71 K | -3.30% | 0.07% |
| LAZARI CAPITAL MANAGEMENT, INC. | 10/28/2025 | 28.76 K | $364.40 K | 0.00% | 0.06% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 11/13/2025 | 28.51 K | $361.27 K | 3.81% | 0.06% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 11/05/2025 | 28.00 K | $354.76 K | 0.00% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 27.51 K | $348.56 K | 100.00% | 0.06% |
| CERITY PARTNERS LLC | 10/22/2025 | 27.38 K | $346.88 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 24.79 K | $314.10 K | -4.95% | 0.05% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 10/16/2025 | 24.19 K | $309.82 K | 0.00% | 0.05% |
| EHRLICH FINANCIAL GROUP | 10/17/2025 | 22.85 K | $289.55 K | 18.93% | 0.05% |
| CREATIVE PLANNING | 11/14/2025 | 22.05 K | $279.42 K | 3.95% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 21.65 K | $271.92 K | 0.00% | 0.05% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 21.19 K | $268.41 K | 0.00% | 0.04% |
| STRAIT & SOUND WEALTH MANAGEMENT LLC | 10/21/2025 | 20.92 K | $265.03 K | 0.00% | 0.04% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 19.91 K | $252.28 K | 16.94% | 0.04% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 19.51 K | $247.23 K | 1.11% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 19.23 K | $230.55 K | -3.42% | 0.04% |
| CORE WEALTH PARTNERS LLC | 11/04/2025 | 18.43 K | $233.45 K | 0.00% | 0.04% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 18.09 K | $229.15 K | 43.99% | 0.04% |
| FLC CAPITAL ADVISORS | 10/17/2025 | 17.85 K | $226.16 K | 0.00% | 0.04% |
| PURE FINANCIAL ADVISORS, LLC | 10/20/2025 | 17.09 K | $216.58 K | 0.00% | 0.04% |
| PERIGON WEALTH MANAGEMENT, LLC | 10/17/2025 | 16.95 K | $214.76 K | 0.00% | 0.04% |
| COMERICA BANK | 11/14/2025 | 16.78 K | $212.59 K | 459.30% | 0.04% |
| SNOWDEN CAPITAL ADVISORS LLC | 11/14/2025 | 14.37 K | $183.15 K | 0.03% | 0.03% |
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Nuveen California AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of Nuveen California AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 316,709
Rareview Capital LLC: 58,788
Blue Zone Wealth Advisors, LLC: 47,621
PNC FINANCIAL SERVICES GROUP, INC.: 40,618
MKT Advisors LLC: 30,934
EHRLICH FINANCIAL GROUP: 22,959
17.03% of Nuveen California AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.07 M shares in the last 24 months. This purchase volume represents approximately $104.27 M in transactions.