Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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47.8M
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Number of holders
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60
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Total 13F shares, excl. options
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5.56M
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Shares change
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+85.3K
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Total reported value, excl. options
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$57M
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Value change
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+$724K
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Number of buys
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21
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Number of sells
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-27
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Price
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$10.26
Significant Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q3 2023
67 filings reported holding NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest as of Q3 2023.
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.56M shares
of 47.8M outstanding shares and own 11.62% of the company stock.
Largest 10 shareholders include GUGGENHEIM CAPITAL LLC (813K shares), Hennion & Walsh Asset Management, Inc. (533K shares), WELLS FARGO & COMPANY/MN (499K shares), Advisors Asset Management, Inc. (362K shares), UBS Group AG (350K shares), AQR Arbitrage LLC (290K shares), Logan Stone Capital, LLC (254K shares), REGATTA CAPITAL GROUP, LLC (219K shares), Blue Zone Wealth Advisors, LLC (199K shares), and Leisure Capital Management (199K shares).
This table shows the top 60 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.