NUVEEN CALIFORNIA AMT QLT MU XNCMX
COM · Closed-End Fund · CUSIP 670651108
65
institutional holders
-4 vs Q2 2025
8.1m
shares reported held*
$103.2mreported value*
7 new
25 added
9 reduced
10 sold out
net bought ≈ $8.8m (+696.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.66.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 64 |
| Q1 2023 | 69 |
| Q2 2023 | 65 |
| Q3 2023 | 62 |
| Q4 2023 | 69 |
| Q1 2024 | 70 |
| Q2 2024 | 65 |
| Q3 2024 | 68 |
| Q4 2024 | 66 |
| Q1 2025 | 67 |
| Q2 2025 | 69 |
| Q3 2025 | 65 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 28 | 27 |
| Q1 2024 | 30 | 32 |
| Q2 2024 | 25 | 28 |
| Q3 2024 | 29 | 19 |
| Q4 2024 | 27 | 21 |
| Q1 2025 | 24 | 25 |
| Q2 2025 | 29 | 23 |
| Q3 2025 | 32 | 19 |
Biggest buyers
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | +270.0k |
| GUGGENHEIM CAPITAL LLC | Added | +176.3k |
| MORGAN STANLEY | Added | +167.7k |
| Advisors Asset Management, Inc. | Added | +127.4k |
| UBS Group AG | Added | +54.9k |
| LPL Financial LLC | Added | +30.6k |
| MERCER GLOBAL ADVISORS INC /ADV | New | +27.5k |
| WELLS FARGO & COMPANY/MN | Added | +21.8k |
| COMERICA BANK | Added | +13.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +13.8k |
Biggest sellers
| Balyasny Asset Management L.P. | Sold out | -83.2k |
| ROYAL BANK OF CANADA | Reduced | -46.6k |
| Virtu Financial LLC | Sold out | -27.5k |
| Corient Private Wealth LP | Sold out | -24.6k |
| J.W. COLE ADVISORS, INC. | Reduced | -16.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -15.7k |
| HRT FINANCIAL LP | Sold out | -15.2k |
| MYECFO, LLC | Sold out | -15.0k |
| CAMELOT TECHNOLOGY ADVISORS, INC. | Sold out | -14.5k |
| Blue Zone Wealth Advisors, LLC | Reduced | -7.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2025-05-06 | 5.1% |
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 2.9m $36.3m | Added +167.7k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 997.6k $12.6m | Added +176.3k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 517.2k $6.6m | Added +127.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 508.1k $6.4m | Added +21.8k |
| Hennion & Walsh Asset Management, Inc. 0.13% of their portfolio | 287.6k $3.6m | Added +3.9k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 270.0k $3.4m | New |
| LPL Financial LLC 0.00% of their portfolio | 258.4k $3.3m | Added +30.6k |
| Fiera Capital Corp 0.01% of their portfolio | 246.8k $3.1m | Reduced -1.4k |
| UBS Group AG 0.00% of their portfolio | 242.0k $3.1m | Added +54.9k |
| DKM Wealth Management, Inc. 2.16% of their portfolio | 212.6k $2.7m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 156.3k $2.0m | Added +3.5k |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 152.5k $1.9m | Added +526 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 85.2k $1.1m | Added +1.4k |
| MKT Advisors LLC 0.34% of their portfolio | 71.6k $915.6k | Unchanged |
| Allianz Asset Management GmbH 0.00% of their portfolio | 70.1k $888.2k | Unchanged |
| WEDBUSH SECURITIES INC 0.03% of their portfolio | 66.1k $837.0k | Added +8.8k |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 66.0k $836.2k | Reduced -16.0k |
| Rareview Capital LLC 0.42% of their portfolio | 58.7k $691.0k | Added +62 |
| Blue Zone Wealth Advisors, LLC 0.15% of their portfolio | 58.2k $737.7k | Reduced -7.9k |
| NAPA WEALTH MANAGEMENT 0.33% of their portfolio | 55.2k $700.0k | Added +220 |
| Bridgewealth Advisory Group, LLC 0.15% of their portfolio | 52.7k $667.5k | Added +201 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 46.7k $592.1k | Added +13.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 45.4k $575.0k | Reduced -46.6k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 40.6k $514.6k | Unchanged |
| Apriem Advisors 0.04% of their portfolio | 37.4k $474.3k | Reduced -5.6k |
| Diligent Investors, LLC 0.11% of their portfolio | 35.8k $453.9k | Added +2.3k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 34.8k $440.5k | Added +9 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 34.2k $433.7k | Reduced -1.2k |
| LAZARI CAPITAL MANAGEMENT, INC. 0.12% of their portfolio | 28.8k $364.4k | Unchanged |
| Van Hulzen Asset Management, LLC 0.03% of their portfolio | 28.5k $361.3k | Added +1.0k |
| Pacific Wealth Strategies Group, Inc. 0.22% of their portfolio | 28.0k $354.8k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 27.5k $348.6k | New |
| Cerity Partners LLC 0.00% of their portfolio | 27.4k $346.9k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 24.8k $314.1k | Reduced -1.3k |
| Castle Rock Wealth Management, LLC 0.07% of their portfolio | 24.2k $309.8k | Unchanged |
| EHRLICH FINANCIAL GROUP 0.17% of their portfolio | 22.9k $289.5k | Added +3.6k |
| Creative Planning 0.00% of their portfolio | 22.1k $279.4k | Added +838 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 21.6k $271.9k | Unchanged |
| Modern Wealth Management, LLC 0.01% of their portfolio | 21.2k $268.4k | Unchanged |
| Strait & Sound Wealth Management LLC 0.10% of their portfolio | 20.9k $265.0k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 19.9k $252.3k | Added +2.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 19.5k $247.2k | Added +214 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 19.2k $230.5k | Reduced -682 |
| Core Wealth Partners LLC 0.11% of their portfolio | 18.4k $233.4k | Unchanged |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 18.1k $229.2k | Added +5.5k |
| FLC Capital Advisors 0.04% of their portfolio | 17.9k $226.2k | Unchanged |
| Pure Financial Advisors, LLC 0.00% of their portfolio | 17.1k $216.6k | Unchanged |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 16.9k $214.8k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 16.8k $212.6k | Added +13.8k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 14.4k $183.1k | Added +4 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.8k $174.6k | New |
| Maia Wealth LLC 0.03% of their portfolio | 12.8k $165.5k | New |
| Mutual Advisors, LLC 0.00% of their portfolio | 12.3k $156.8k | Reduced -1.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.1k $153.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.0k $152.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10.6k $134.6k | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.0k $126.7k | Unchanged |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 9.0k $114.0k | Unchanged |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 2.1k $26.2k | Unchanged |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 900 $11.0k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 550 $7.0k | New |
| 1620 INVESTMENT ADVISORS, INC. 0.00% of their portfolio | 536 $6.8k | Unchanged |
| WHITTIER TRUST CO 0.00% of their portfolio | 200 $2.5k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 43 $545 | New |
| CITIGROUP INC 0.00% of their portfolio | 3 $38 | Unchanged |