NEA Institutional Ownership
Nuveen AMT-Free Quality Municipal Income Fund
1W: +1.1%
1M: -7.5%
3M: -13.2%
YTD: -12.2%
1Y: -9.9%
3Y: +22.4%
5Y: -17.3%
$10.09
+0.01 (+0.10%)
Weekly Expected Move ±2.8%
$10
$10
$10
$10
$11
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Institutional Ownership — NEA
327
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$630M
Total Invested
27
New Positions
97
Increased
102
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (356 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,842,925 | $$99M | -66,345 | -0.7% | 60Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 3,591,041 | $$36M | +584,831 | +19.5% | 7Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 3,379,045 | $$34M | +266,447 | +8.6% | 41Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 2,907,418 | $$29M | +125,745 | +4.5% | 71Q | SEC ↗ |
| 5 | UBS Group AG | 1,639,106 | $$17M | -95,728 | -5.5% | 47Q | SEC ↗ |
| 6 | Hennion & Walsh Asset Management, Inc. | 1,607,896 | $$16M | -150,946 | -8.6% | 22Q | SEC ↗ |
| 7 | LPL Financial LLC | 1,472,608 | $$15M | +25,093 | +1.7% | 37Q | SEC ↗ |
| 8 | VAN ECK ASSOCIATES CORP | 1,413,670 | $$14M | +93,741 | +7.1% | 15Q | SEC ↗ |
| 9 | McGowan Group Asset Management, Inc. | 1,410,013 | $$14M | -18,666 | -1.3% | 10Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 1,391,457 | $$14M | -140,119 | -9.1% | 15Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,253,765 | $$13M | -76,766 | -5.8% | 67Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 1,123,071 | $$11M | +34,742 | +3.2% | 47Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 1,089,530 | $$11M | +22,573 | +2.1% | 52Q | SEC ↗ |
| 14 | Melone Private Wealth, LLC | 862,704 | $$9M | +150,967 | +21.2% | 19Q | SEC ↗ |
| 15 | Congress Park Capital LLC | 850,000 | $$9M | — | +0.0% | 30Q | SEC ↗ |
| 16 | Eagle Bluffs Wealth Management LLC | 732,015 | $$7M | +53,620 | +7.9% | 19Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 694,032 | $$7M | +121,969 | +21.3% | 26Q | SEC ↗ |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | 628,111 | $$6M | -13,951 | -2.2% | 7Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 582,857 | $$6M | +40,864 | +7.5% | 33Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 579,186 | $$6M | -95,142 | -14.1% | 35Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 539,031 | $$5M | +99,432 | +22.6% | 24Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 487,086 | $$5M | +42,530 | +9.6% | 16Q | SEC ↗ |
| 23 | Cresta Advisors, Ltd. | 455,647 | $$5M | +70,000 | +18.2% | 15Q | SEC ↗ |
| 24 | Palogic Value Management, L.P. | 380,871 | $$4M | +3,313 | +0.9% | 15Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 367,537 | $$4M | -11,695 | -3.1% | 30Q | SEC ↗ |
| 26 | Merit Financial Group, LLC | 362,233 | $$4M | +271 | +0.1% | 11Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP | 320,442 | $$3M | +99,853 | +45.3% | 27Q | SEC ↗ |
| 28 | Capital Investment Advisors, LLC | 316,233 | $$3M | -7,258 | -2.2% | 40Q | SEC ↗ |
| 29 | Savant Capital, LLC | 314,670 | $$3M | +157,589 | +100.3% | 26Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 312,483 | $$3M | +20,138 | +6.9% | 52Q | SEC ↗ |
| 31 | CURA WEALTH ADVISORS, LLC | 302,000 | $$3M | — | +0.0% | 7Q | SEC ↗ |
| 32 | SIT INVESTMENT ASSOCIATES INC | 293,429 | $$3M | -118,300 | -28.7% | 15Q | SEC ↗ |
| 33 | Leo Wealth, LLC | 283,141 | $$3M | +51,617 | +22.3% | 8Q | SEC ↗ |
| 34 | COHEN & STEERS, INC. | 279,411 | $$3M | -25,300 | -8.3% | 40Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 271,417 | $$3M | -9,485 | -3.4% | 53Q | SEC ↗ |
| 36 | &PARTNERS | 260,261 | $$3M | -5,070 | -1.9% | 8Q | SEC ↗ |
| 37 | HORIZON KINETICS ASSET MANAGEMENT LLC | 254,046 | $$3M | -42,260 | -14.3% | 30Q | SEC ↗ |
| 38 | KIM, LLC | 243,700 | $$2M | — | +0.0% | 11Q | SEC ↗ |
| 39 | Jupiter Wealth Management LLC | 240,237 | $$2M | — | +0.0% | 2Q | SEC ↗ |
| 40 | Intellectus Partners, LLC | 237,833 | $$2M | +34,210 | +16.8% | 5Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 237,042 | $$2M | -2,842 | -1.2% | 40Q | SEC ↗ |
| 42 | Lido Advisors, LLC | 230,798 | $$2M | +3,338 | +1.5% | 11Q | SEC ↗ |
| 43 | Spire Wealth Management | 228,623 | $$2M | +59,897 | +35.5% | 22Q | SEC ↗ |
| 44 | Fiera Capital Corp | 221,530 | $$2M | +23,089 | +11.6% | 2Q | SEC ↗ |
| 45 | Invesco Ltd. | 214,527 | $$2M | +441 | +0.2% | 40Q | SEC ↗ |
| 46 | Wakefield Asset Management LLLP | 199,971 | $$2M | +20,721 | +11.6% | 15Q | SEC ↗ |
| 47 | HARBOUR INVESTMENTS, INC. | 198,601 | $$2M | +3,795 | +1.9% | 17Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 179,805 | $$2M | +48,205 | +36.6% | 21Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 173,183 | $$2M | +94,216 | +119.3% | 30Q | SEC ↗ |
| 50 | Advisors Asset Management, Inc. | 171,303 | $$2M | -121,563 | -41.5% | 40Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFC Advisors LLC | 129,491 | $$1M |
| MBA Advisors LLC | 94,110 | $$950K |
| Integrity Wealth Partners, LLC | 73,386 | $$740K |
| XTX Topco Ltd | 71,790 | $$724K |
| RAMSEY QUANTITATIVE SYSTEMS | 63,000 | $$636K |
| J.W. COLE ADVISORS, INC. | 43,954 | $$443K |
| Worth Asset Management, LLC | 43,478 | $$439K |
| Sequoia Financial Advisors, LLC | 33,000 | $$333K |
| STANSBERRY ASSET MANAGEMENT, LLC | 26,709 | $$269K |
| 49 WEALTH MANAGEMENT, LLC | 24,779 | $$250K |
| ALONGSIDE, LLC | 24,779 | $$250K |
| Verdence Capital Advisors LLC | 23,038 | $$232K |
| Global Retirement Partners, LLC | 15,966 | $$161K |
| DAYMARK WEALTH PARTNERS, LLC | 14,340 | $$145K |
| AlTi Global, Inc. | 12,000 | $$121K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 11,484 | $$116K |
| BANK OF MONTREAL /CAN | 10,855 | $$110K |
| CARY STREET PARTNERS INVESTMENT ADV | 10,563 | $$107K |
| Root Financial Partners, LLC | 10,244 | $$103K |
| CENTAURUS FINANCIAL, INC. | 8,780 | $$89K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bramshill Investments, LLC | 2,801,020 | $$28M |
| StoneX Group Inc. | 301,992 | $$3M |
| EVOKE WEALTH, LLC | 236,500 | $$2M |
| ROBINSON CAPITAL MANAGEMENT, LLC | 233,254 | $$2M |
| BlackRock, Inc. | 200,103 | $$2M |
| CITADEL ADVISORS LLC | 184,202 | $$2M |
| U.S. Capital Wealth Advisors, LLC | 145,516 | $$1M |
| PETRA FINANCIAL ADVISORS INC | 119,654 | $$1M |
| Concorde Asset Management, LLC | 92,009 | $$928K |
| North Ground Capital | 76,342 | $$770K |
| STEPHENS INC /AR | 56,975 | $$575K |
| GC Wealth Management RIA, LLC | 40,689 | $$411K |
| GeoWealth Management, LLC | 40,689 | $$411K |
| Williams Jones Wealth Management, L | 37,000 | $$373K |
| Alpine Global Management, LLC | 36,987 | $$373K |
| EVOLVE PRIVATE WEALTH, LLC | 32,600 | $$329K |
| NOMURA HOLDINGS INC | 30,000 | $$303K |
| Curi Capital, LLC | 23,062 | $$233K |
| Independent Advisor Alliance | 20,159 | $$203K |
| Seelaus Asset Management LLC | 19,650 | $$198K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +584,831 | +19.5% | 3,591,041 |
| GUGGENHEIM CAPITAL LLC | +266,447 | +8.6% | 3,379,045 |
| Savant Capital, LLC | +157,589 | +100.3% | 314,670 |
| Melone Private Wealth, LLC | +150,967 | +21.2% | 862,704 |
| WELLS FARGO & COMPANY/MN | +125,745 | +4.5% | 2,907,418 |
| OSAIC HOLDINGS, INC. | +121,969 | +21.3% | 694,032 |
| TRUIST FINANCIAL CORP | +99,853 | +45.3% | 320,442 |
| Kestra Advisory Services, LLC | +99,432 | +22.6% | 539,031 |
| VERUS CAPITAL PARTNERS, LLC | +97,500 | +672.4% | 112,000 |
| ENVESTNET ASSET MANAGEMENT INC | +94,216 | +119.3% | 173,183 |
| VAN ECK ASSOCIATES CORP | +93,741 | +7.1% | 1,413,670 |
| MAI Capital Management | +73,332 | +1520.5% | 78,155 |
| FLC Capital Advisors | +70,416 | +109.3% | 134,862 |
| Cresta Advisors, Ltd. | +70,000 | +18.2% | 455,647 |
| Spire Wealth Management | +59,897 | +35.5% | 228,623 |
| Eagle Bluffs Wealth Management LLC | +53,620 | +7.9% | 732,015 |
| Leo Wealth, LLC | +51,617 | +22.3% | 283,141 |
| NewEdge Advisors, LLC | +48,205 | +36.6% | 179,805 |
| AMERIPRISE FINANCIAL INC | +42,530 | +9.6% | 487,086 |
| Cetera Investment Advisers | +40,864 | +7.5% | 582,857 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | -150,946 | -8.6% | 1,607,896 |
| BANK OF AMERICA CORP /DE | -140,119 | -9.1% | 1,391,457 |
| Advisors Asset Management, Inc. | -121,563 | -41.5% | 171,303 |
| SIT INVESTMENT ASSOCIATES INC | -118,300 | -28.7% | 293,429 |
| Gridiron Partners, LLC | -108,230 | -77.4% | 31,618 |
| GILL CAPITAL PARTNERS, LLC | -104,050 | -43.0% | 137,852 |
| JANE STREET GROUP, LLC | -98,034 | -54.7% | 81,036 |
| UBS Group AG | -95,728 | -5.5% | 1,639,106 |
| COMMONWEALTH EQUITY SERVICES, LLC | -95,142 | -14.1% | 579,186 |
| ROYAL BANK OF CANADA | -76,766 | -5.8% | 1,253,765 |
| MORGAN STANLEY | -66,345 | -0.7% | 9,842,925 |
| HORIZON KINETICS ASSET MANAGEMENT L | -42,260 | -14.3% | 254,046 |
| Creative Planning | -28,225 | -29.2% | 68,428 |
| COHEN & STEERS, INC. | -25,300 | -8.3% | 279,411 |
| Destiny Wealth Partners, LLC | -23,364 | -42.5% | 31,547 |
| Sowell Financial Services LLC | -23,004 | -57.7% | 16,858 |
| McGowan Group Asset Management, Inc | -18,666 | -1.3% | 1,410,013 |
| Corient Private Wealth LP | -17,227 | -13.1% | 114,656 |
| Broyhill Asset Management, LLC | -15,975 | -23.8% | 51,042 |
| FIRST TRUST ADVISORS LP | -15,946 | -60.7% | 10,320 |