NKX
Nuveen California AMT-Free Quality Municipal Income Fund
1W: -3.0%
1M: -11.3%
3M: -16.1%
YTD: -14.8%
1Y: -16.2%
3Y: +17.7%
5Y: -19.1%
$10.53
-0.04 (-0.38%)
Weekly Expected Move ±1.9%
$10
$10
$11
$11
$11
Institutional Ownership — NKX
95
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
125M
Total Invested
15
New Positions
30
Increased
19
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,318,107 | $35M | +74,365 | +2.3% | 58Q | SEC ↗ |
| 2 | Advisors Asset Management, Inc. | 1,240,864 | $13M | +164,851 | +15.3% | 77Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,116,107 | $12M | +41,448 | +3.9% | 57Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 529,470 | $6M | -37,428 | -6.6% | 61Q | SEC ↗ |
| 5 | Hennion & Walsh Asset Management, Inc. | 427,631 | $5M | +77,419 | +22.1% | 22Q | SEC ↗ |
| 6 | LPL Financial LLC | 305,531 | $3M | +19,197 | +6.7% | 61Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 296,330 | $3M | +6,330 | +2.2% | 4Q | SEC ↗ |
| 8 | UBS Group AG | 232,754 | $2M | -7,471 | -3.1% | 47Q | SEC ↗ |
| 9 | DKM Wealth Management, Inc. | 212,592 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 10 | MAI Capital Management | 132,000 | $1M | +102,000 | +340.0% | 2Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 111,837 | $1M | +9,602 | +9.4% | 7Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 107,606 | $1M | +51,099 | +90.4% | 15Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 102,283 | $1M | -2,971 | -2.8% | 16Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 96,653 | $1M | +41,614 | +75.6% | 2Q | SEC ↗ |
| 15 | WEDBUSH SECURITIES INC | 79,581 | $838K | +2,652 | +3.4% | 53Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 74,710 | $787K | +42,251 | +130.2% | 3Q | SEC ↗ |
| 17 | Private Advisor Group, LLC NEW | 73,594 | $775K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Allianz Asset Management GmbH | 70,100 | $738K | — | +0.0% | 10Q | SEC ↗ |
| 19 | J.W. COLE ADVISORS, INC. NEW | 66,000 | $695K | — | +0.0% | 1Q | SEC ↗ |
| 20 | D.A. DAVIDSON & CO. | 64,841 | $683K | +4,050 | +6.7% | 26Q | SEC ↗ |
| 21 | Rareview Capital LLC | 58,889 | $620K | +62 | +0.1% | 11Q | SEC ↗ |
| 22 | DWR WEALTH MANAGEMENT, LLC | 54,138 | $570K | +42 | +0.1% | 3Q | SEC ↗ |
| 23 | Bridgewealth Advisory Group, LLC | 53,261 | $561K | +202 | +0.4% | 5Q | SEC ↗ |
| 24 | XTX Topco Ltd NEW | 49,701 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 49,686 | $523K | +1,649 | +3.4% | 57Q | SEC ↗ |
| 26 | MATHER GROUP, LLC. | 47,458 | $500K | -6,702 | -12.4% | 2Q | SEC ↗ |
| 27 | Apriem Advisors | 45,436 | $478K | +2,000 | +4.6% | 75Q | SEC ↗ |
| 28 | Blue Zone Wealth Advisors, LLC | 43,703 | $460K | -2,282 | -5.0% | 17Q | SEC ↗ |
| 29 | PNC Financial Services Group, Inc. | 40,618 | $428K | — | +0.0% | 6Q | SEC ↗ |
| 30 | Mariner, LLC | 35,138 | $370K | -120,829 | -77.5% | 15Q | SEC ↗ |
| 31 | Diligent Investors, LLC | 35,076 | $369K | -1,011 | -2.8% | 47Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 34,728 | $366K | +5,500 | +18.8% | 6Q | SEC ↗ |
| 33 | Western Wealth Management, LLC | 32,529 | $343K | -5,551 | -14.6% | 2Q | SEC ↗ |
| 34 | Stonebridge Financial Group, LLC/CA NEW | 30,650 | $323K | — | +0.0% | 1Q | SEC ↗ |
| 35 | LAZARI CAPITAL MANAGEMENT, INC. | 28,761 | $303K | — | +0.0% | 13Q | SEC ↗ |
| 36 | Van Hulzen Asset Management, LLC | 28,372 | $299K | — | +0.0% | 36Q | SEC ↗ |
| 37 | Pacific Wealth Strategies Group, Inc. | 28,000 | $295K | — | +0.0% | 39Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC NEW | 26,909 | $283K | — | +0.0% | 1Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 25,277 | $266K | +266 | +1.1% | 2Q | SEC ↗ |
| 40 | Castle Rock Wealth Management, LLC | 24,192 | $255K | — | +0.0% | 19Q | SEC ↗ |
| 41 | EHRLICH FINANCIAL GROUP | 23,898 | $252K | +886 | +3.9% | 11Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 23,863 | $251K | +72 | +0.3% | 2Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 23,475 | $247K | -134 | -0.6% | 25Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 23,000 | $242K | +1,350 | +6.2% | 12Q | SEC ↗ |
| 45 | READYSTATE ASSET MANAGEMENT LP NEW | 22,959 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Creative Planning | 22,948 | $242K | +1,226 | +5.6% | 30Q | SEC ↗ |
| 47 | Modern Wealth Management, LLC | 21,185 | $223K | — | +0.0% | 5Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 20,791 | $219K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Peak Retirement Planning, Inc. NEW | 20,723 | $218K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Tortuga Wealth Management, Inc | 20,600 | $217K | +6,000 | +41.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 73,594 | $775K |
| J.W. COLE ADVISORS, INC. | 66,000 | $695K |
| XTX Topco Ltd | 49,701 | $523K |
| Stonebridge Financial Group, LLC/CA | 30,650 | $323K |
| CITADEL ADVISORS LLC | 26,909 | $283K |
| READYSTATE ASSET MANAGEMENT LP | 22,959 | $242K |
| Peak Retirement Planning, Inc. | 20,723 | $218K |
| Focus Partners Wealth | 18,059 | $190K |
| LYELL WEALTH MANAGEMENT, LP | 13,714 | $144K |
| Tamar Securities, LLC | 11,000 | $116K |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,500 | $111K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,000 | $53K |
| LifeSteps Financial, Inc. | 750 | $8K |
| Daytona Street Capital LLC | 308 | $3K |
| Core Capital Management & Research, | 3 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 143,219 | $2M |
| GK Wealth Management LLC | 54,096 | $570K |
| Cerity Partners LLC | 22,046 | $232K |
| FORONJY FINANCIAL LLC | 12,810 | $135K |
| Cambridge Investment Research Advis | 11,566 | $122K |
| Marex Group plc | 10,510 | $111K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,501 | $111K |
| Pasadena Private Wealth, LLC | 10,000 | $105K |
| Kestra Advisory Services, LLC | 7,927 | $83K |
| ASSETMARK, INC | 4,218 | $44K |
| SageView Advisory Group, LLC | 492 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advisors Asset Management, Inc. | +164,851 | +15.3% | 1,240,864 |
| MAI Capital Management | +102,000 | +340.0% | 132,000 |
| Hennion & Walsh Asset Management, I | +77,419 | +22.1% | 427,631 |
| MORGAN STANLEY | +74,365 | +2.3% | 3,318,107 |
| BANK OF AMERICA CORP /DE | +51,099 | +90.4% | 107,606 |
| JANE STREET GROUP, LLC | +42,251 | +130.2% | 74,710 |
| Integrated Wealth Concepts LLC | +41,614 | +75.6% | 96,653 |
| GUGGENHEIM CAPITAL LLC | +41,448 | +3.9% | 1,116,107 |
| LPL Financial LLC | +19,197 | +6.7% | 305,531 |
| RAYMOND JAMES FINANCIAL INC | +9,602 | +9.4% | 111,837 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +6,330 | +2.2% | 296,330 |
| Rockefeller Capital Management L.P. | +6,000 | +13953.5% | 6,043 |
| Tortuga Wealth Management, Inc | +6,000 | +41.1% | 20,600 |
| STIFEL FINANCIAL CORP | +5,500 | +18.8% | 34,728 |
| D.A. DAVIDSON & CO. | +4,050 | +6.7% | 64,841 |
| OSAIC HOLDINGS, INC. | +2,689 | +16.7% | 18,776 |
| WEDBUSH SECURITIES INC | +2,652 | +3.4% | 79,581 |
| Penserra Capital Management LLC | +2,300 | +200.0% | 3,450 |
| Apriem Advisors | +2,000 | +4.6% | 45,436 |
| ROYAL BANK OF CANADA | +1,649 | +3.4% | 49,686 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -120,829 | -77.5% | 35,138 |
| WELLS FARGO & COMPANY/MN | -37,428 | -6.6% | 529,470 |
| MKT Advisors LLC | -11,174 | -38.7% | 17,709 |
| UBS Group AG | -7,471 | -3.1% | 232,754 |
| MATHER GROUP, LLC. | -6,702 | -12.4% | 47,458 |
| Western Wealth Management, LLC | -5,551 | -14.6% | 32,529 |
| AMERIPRISE FINANCIAL INC | -2,971 | -2.8% | 102,283 |
| Blue Zone Wealth Advisors, LLC | -2,282 | -5.0% | 43,703 |
| Diligent Investors, LLC | -1,011 | -2.8% | 35,076 |
| Cetera Investment Advisers | -134 | -0.6% | 23,475 |