NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
NKX on NYSE
Shares outstanding
47,805,294
Price per share
$12.51
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
8,134,757
Total reported value
$103,025,173
% of total 13F portfolios
0%
Share change
+740,699
Value change
+$9,566,992
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
64
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 5.1% $28,647,322 2,438,070 Morgan Stanley 31 Mar 2025
As of 30 Sep 2025, NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) has 64 institutional shareholders filing 13F forms. They hold 8,134,757 shares. of 47,805,294 outstanding shares (17%) .

Top 25 institutional shareholders own 16% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
MORGAN STANLEY 6% 2,863,725 +6.2% 0% $36,283,399
GUGGENHEIM CAPITAL LLC 2.1% 997,649 +21% 0.09% $12,640,213
Advisors Asset Management, Inc. 1.1% 517,180 +33% 0.11% $6,552,671
WELLS FARGO & COMPANY/MN 1.1% 508,095 +4.5% 0% $6,437,551
Hennion & Walsh Asset Management, Inc. 0.6% 287,608 +1.4% 0.13% $3,643,993
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.56% 270,000 0% $3,420,900
LPL Financial LLC 0.54% 258,398 +13% 0% $3,273,904
Fiera Capital Corp 0.52% 246,772 -0.56% 0.01% $3,126,601
UBS Group AG 0.51% 241,978 +29% 0% $3,065,861
DKM Wealth Management, Inc. 0.44% 212,592 0% 2.2% $2,693,541
Mariner, LLC 0.33% 156,303 +2.3% 0% $1,980,360
EVOKE WEALTH, LLC 0.32% 152,528 +0.35% 0.04% $1,944,127
RAYMOND JAMES FINANCIAL INC 0.18% 85,239 +1.7% 0% $1,079,975
MKT Advisors LLC 0.15% 71,643 0% 0.34% $915,597
Allianz Asset Management GmbH 0.15% 70,100 0% 0% $888,167
WEDBUSH SECURITIES INC 0.14% 66,074 +15% 0.03% $837,000
J.W. COLE ADVISORS, INC. 0.14% 66,000 -20% 0.02% $836,220
Rareview Capital LLC 0.12% 58,710 +0.11% 0.42% $691,020
Blue Zone Wealth Advisors, LLC 0.12% 58,227 -12% 0.15% $737,736
NAPA WEALTH MANAGEMENT 0.12% 55,249 +0.4% 0.33% $700,005
Bridgewealth Advisory Group, LLC 0.11% 52,680 +0.38% 0.15% $667,454
AMERIPRISE FINANCIAL INC 0.1% 46,735 +41% 0% $592,138
ROYAL BANK OF CANADA 0.09% 45,384 -1.3% 0% $575,000
PNC Financial Services Group, Inc. 0.08% 40,618 0% 0% $514,630
Apriem Advisors 0.08% 37,436 -13% 0.04% $474,315

Institutional Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 75,543 $943,647 -$507,951 1,251% 3
2025 Q3 8,134,757 $103,025,173 +$9,566,992 1,267% 64
2025 Q2 7,391,923 $86,996,753 +$2,201,889 1,177% 67
2025 Q1 7,197,607 $90,616,879 -$2,121,907 1,259% 65
2024 Q4 7,359,576 $93,104,578 -$6,972,722 1,264% 65
2024 Q3 7,612,508 $103,468,133 +$5,292,604 1,359% 66
2024 Q2 7,279,683 $91,109,782 -$8,073,164 1,251% 64
2024 Q1 7,932,189 $96,373,859 +$3,044,102 1,215% 68
2023 Q4 64,841 $748,265 1,154% 1
2023 Q3 5,557,120 $56,996,666 +$723,728 1,026% 60
2023 Q2 7,216,890 $83,275,654 +$2,378,679 1,154% 64
2023 Q1 6,994,810 $81,569,618 +$3,017,040 1,164% 69
2022 Q4 6,716,783 $82,643,442 +$7,261,049 1,230% 63
2022 Q3 6,216,824 $73,401,245 +$2,044,091 1,180.86% 55
2022 Q2 6,032,712 $77,771,000 -$6,382,538 1,288% 58
2022 Q1 6,492,616 $87,988,000 +$2,205,330 1,356% 67
2021 Q4 6,275,652 $99,201,000 -$4,264,189 1,583.05% 63
2021 Q3 6,425,030 $105,314,000 -$6,622,573 1,639.03% 59
2021 Q2 6,817,807 $111,149,000 +$2,691,152 1,630.17% 64
2021 Q1 6,658,100 $102,886,000 +$8,130,019 1,545.16% 68
2020 Q4 6,017,588 $94,774,000 -$3,803,544 1,575.88% 58
2020 Q3 6,274,985 $95,829,000 -$7,031,596 1,526.97% 60
2020 Q2 6,774,455 $101,172,000 +$14,979,724 1,493% 55
2020 Q1 5,580,534 $79,018,215 +$433,200 1,415.98% 62
2019 Q4 5,634,118 $85,744,474 -$9,860,630 1,521.01% 65
2019 Q3 6,124,980 $92,611,146 -$553,386 1,511.99% 61
2019 Q2 6,288,259 $2,555,383 -$8,589,370 1.46% 58
2019 Q1 6,585,025 $91,692,000 -$2,646,550 1,391.99% 61
2018 Q4 7,087,637 $2,414,527 -$569,055 1.27% 60
2018 Q3 5,703,485 $3,023,466 +$192,139 1.29% 63
2018 Q2 5,238,237 $2,986,218 +$516,969 1.36% 61
2018 Q1 4,166,554 $2,463,153 +$37,468 1.35% 50
2017 Q4 3,351,679 $2,751,797 +$107,141 1.54% 46
2017 Q3 3,337,099 $2,713,965 +$317,749 1.58% 46
2017 Q2 3,429,128 $2,365,070 +$232,680 1.56% 43
2017 Q1 3,608,605 $2,019,257 -$109,730 1.47% 43
2016 Q4 3,903,018 $2,066,854 -$77,814 1.43% 50
2016 Q3 3,170,053 $2,486,212 -$1,724,092 1.66% 40
2016 Q2 3,381,674 $57,709,000 -$8,444,537 1,703.63% 44
2016 Q1 3,868,621 $61,965,000 -$1,819,698 1,602.01% 47
2015 Q4 4,015,094 $61,746,000 +$3,944,437 1,536.03% 43
2015 Q3 3,736,317 $54,842,000 -$1,555,735 1,466.94% 40
2015 Q2 3,845,584 $54,642,517 -$4,248,890 1,418.02% 44
2015 Q1 4,218,648 $63,023,403 -$6,575,594 1,494.04% 46
2014 Q4 4,554,422 $67,137,737 +$1,035,566 1,474% 46
2014 Q3 4,250,609 $59,182,238 +$2,095,989 1,392.93% 44
2014 Q2 4,135,426 $56,434,806 +$10,822,042 1,365% 49
2014 Q1 3,310,102 $44,027,000 +$8,055,438 1,330.11% 39