Q4 2024 13F Holders as of 12/31/2024
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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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65
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Total 13F shares, excl. options
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7.36M
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Shares change
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-527K
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Total reported value, excl. options
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$93.1M
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Value change
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-$6.97M
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Number of buys
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25
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Number of sells
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-21
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Price
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$12.64
Significant Holders of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) as of Q4 2024
72 filings reported holding NKX - NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest as of Q4 2024.
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares of Beneficial Interest (NKX) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.36M shares
of 47.8M outstanding shares and own 15.39% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.36M shares), GUGGENHEIM CAPITAL LLC (977K shares), WELLS FARGO & COMPANY/MN (385K shares), Advisors Asset Management, Inc. (374K shares), Hennion & Walsh Asset Management, Inc. (313K shares), Fiera Capital Corp (269K shares), UBS Group AG (222K shares), DKM Wealth Management, Inc. (213K shares), LPL Financial LLC (201K shares), and Mariner, LLC (175K shares).
This table shows the top 65 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.