Q1 2024 13F Holders as of 3/31/2024
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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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68
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Total 13F shares, excl. options
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7.93M
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Shares change
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+243K
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Total reported value, excl. options
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$96.4M
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Value change
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+$3.04M
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Number of buys
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28
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Number of sells
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-31
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Price
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$12.15
Significant Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q1 2024
75 filings reported holding NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest as of Q1 2024.
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.93M shares
of 47.8M outstanding shares and own 16.59% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.09M shares), GUGGENHEIM CAPITAL LLC (975K shares), Hennion & Walsh Asset Management, Inc. (498K shares), Advisors Asset Management, Inc. (433K shares), Fiera Capital Corp (415K shares), AQR Arbitrage LLC (295K shares), WELLS FARGO & COMPANY/MN (287K shares), REGATTA CAPITAL GROUP, LLC (216K shares), Blue Zone Wealth Advisors, LLC (193K shares), and Leisure Capital Management (173K shares).
This table shows the top 68 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.