Vault-13

NUVEEN AMT FREE QLTY MUN INC XNEAX

COM · Closed-End Fund · CUSIP 670657105

298 institutional holders +6 vs Q3 2022
72,645,34272.6m shares reported held*
$826.4mreported value*
37 new 79 added 86 reduced 37 sold out net bought ≈ $91.9m (+8.1m 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.38.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 292Q4 22: 298298Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022292
Q4 2022298

Biggest buyers

Karpus Management, Inc. Added +5,992,805+6.0m
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +3,181,357+3.2m
HighTower Advisors, LLC Added +469,492+469.5k
Logan Stone Capital, LLC New +230,237+230.2k
Bramshill Investments, LLC Added +216,915+216.9k
Dakota Wealth Management Added +204,378+204.4k
ROBINSON CAPITAL MANAGEMENT, LLC Added +199,700+199.7k
1832 Asset Management L.P. New +178,370+178.4k
VAN ECK ASSOCIATES CORP Added +173,110+173.1k
SIT INVESTMENT ASSOCIATES INC Added +169,869+169.9k

Biggest sellers

Veritable, L.P. Sold out -1,090,034-1.1m
MORGAN STANLEY Reduced -548,433-548.4k
UBS Group AG Reduced -531,223-531.2k
Fiera Capital Corp Sold out -395,567-395.6k
Oxbow Advisors, LLC Reduced -374,510-374.5k
Arete Wealth Advisors, LLC Sold out -328,676-328.7k
ROYAL BANK OF CANADA Reduced -313,171-313.2k
Baird Financial Group, Inc. Reduced -181,074-181.1k
Eagle Bluffs Wealth Management LLC Reduced -155,495-155.5k
Mariner, LLC Reduced -119,716-119.7k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 9,849,0039.8m $112.0m $112.0m 0.01% Reduced -548.4k -548,433
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 4.72% of their portfolio WEST PALM BEACH, FL 9,217,6719.2m $104.8m $104.8m 4.72% Added +3.2m +3,181,357
3 Karpus Management, Inc. 2.57% of their portfolio Pittsford, NY 6,689,9936.7m $76.1m $76.1m 2.57% Added +6.0m +5,992,805
4 Bramshill Investments, LLC 6.49% of their portfolio NAPLES, FL 4,861,9294.9m $55.3m $55.3m 6.49% Added +216.9k +216,915
5 SIT INVESTMENT ASSOCIATES INC 1.32% of their portfolio Minneapolis, MN 4,127,6794.1m $46.9m $46.9m 1.32% Added +169.9k +169,869
6 GUGGENHEIM CAPITAL LLC 0.40% of their portfolio CHICAGO, IL 4,001,5414.0m $45.5m $45.5m 0.40% Added +165.9k +165,926
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,925,3801.9m $21.9m $21.9m 0.01% Reduced -531.2k -531,223
8 MacKay Shields LLC 0.50% of their portfolio New York, NY 1,707,5831.7m $19.4m $19.4m 0.50% Unchanged
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,401,1601.4m $15.9m $15.9m 0.00% Reduced -43.8k -43,800
10 Hennion & Walsh Asset Management, Inc. 0.90% of their portfolio Parsippany, NJ 1,285,7831.3m $14.6m $14.6m 0.90% Added +43.3k +43,285
11 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,191,1581.2m $13.5m $13.5m 0.03% Added +173.1k +173,110
12 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 1,148,4541.1m $13.1m $13.1m 0.02% Added +56.9k +56,932
13 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 934,567934.6k $10.6m $10.6m 0.01% Reduced -43.1k -43,059
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 892,186892.2k $10.1m $10.1m 0.00% Added +103.4k +103,429
15 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 873,419873.4k $9.9m $9.9m 0.02% Added +469.5k +469,492
16 GILL CAPITAL PARTNERS, LLC 4.30% of their portfolio DENVER, CO 801,429801.4k $9.1m $9.1m 4.30% Reduced -78.4k -78,359
17 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 737,599737.6k $8.4m $8.4m 0.02% Reduced -78.5k -78,471
18 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 731,459731.5k $8.3m $8.3m 0.02% Added +71.7k +71,680
19 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 686,227686.2k $7.8m $7.8m 0.01% Reduced -51.7k -51,708
20 McGowan Group Asset Management, Inc. 1.21% of their portfolio DALLAS, TX 670,876670.9k $7.6m $7.6m 1.21% Added +24.0k +24,039
21 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 626,910626.9k $7.1m $7.1m 0.01% Added +169.0k +169,039
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 626,619626.6k $7.1m $7.1m 0.00% Reduced -313.2k -313,171
23 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.48% of their portfolio London, X0 530,381530.4k $6.0m $6.0m 0.48% Added +127.6k +127,584
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 525,079525.1k $6.0m $6.0m 0.01% Reduced -113.4k -113,417
25 Barry Investment Advisors, LLC 1.88% of their portfolio NEW BEDFORD, MA 524,539524.5k $6.0m $6.0m 1.88% Added +47.5k +47,488
26 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 475,368475.4k $5.4m $5.4m 0.01% Added +38.7k +38,682
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 445,261445.3k $5.3m $5.3m 0.00% Reduced -27.4k -27,353
28 ROBINSON CAPITAL MANAGEMENT, LLC 2.51% of their portfolio GROSSE POINTE FARMS, MI 430,654430.7k $4.9m $4.9m 2.51% Added +199.7k +199,700
29 HORIZON KINETICS ASSET MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 425,950425.9k $4.8m $4.8m 0.08% Reduced -90.7k -90,689
30 Capital Investment Advisors, LLC 0.14% of their portfolio ATLANTA, GA 420,738420.7k $4.8m $4.8m 0.14% Added +40.7k +40,651
31 Congress Park Capital LLC 2.91% of their portfolio SARATOGA SPRINGS, NY 402,500402.5k $4.6m $4.6m 2.91% Added +22.5k +22,500
32 Delphi Financial Group, Inc. 2.29% of their portfolio Wilmington, DE 401,000401.0k $4.6m $4.6m 2.29% Unchanged
33 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 395,063395.1k $4.5m $4.5m 0.01% Reduced -181.1k -181,074
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 368,524368.5k $4.2m $4.2m 0.01% Reduced -17.9k -17,925
35 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 328,392328.4k $3.7m $3.7m 0.01% Added +15.1k +15,081
36 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 326,690326.7k $3.7m $3.7m 0.08% Reduced -6.0k -5,958
37 Eagle Bluffs Wealth Management LLC 3.86% of their portfolio COLUMBIA, MO 323,832323.8k $3.7m $3.7m 3.86% Reduced -155.5k -155,495
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 292,627292.6k $3.3m $3.3m 0.00% Added +133.5k +133,471
39 Dakota Wealth Management 0.22% of their portfolio PALM BEACH GARDENS, FL 265,720265.7k $3.0m $3.0m 0.22% Added +204.4k +204,378
40 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 262,892262.9k $3.0m $3.0m 0.05% Added +75.4k +75,391
41 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 260,914260.9k $3.0m $3.0m 0.01% Added +60.4k +60,353
42 Claybrook Capital, LLC 1.74% of their portfolio WELLESLEY, MA 248,583248.6k $2.8m $2.8m 1.74% Unchanged
43 Logan Stone Capital, LLC 0.98% of their portfolio CHICAGO, IL 230,237230.2k $2.6m $2.6m 0.98% New
44 TrinityPoint Wealth, LLC 0.57% of their portfolio MILFORD, CT 219,939219.9k $2.5m $2.5m 0.57% Reduced -1.4k -1,364
45 JFS WEALTH ADVISORS, LLC 0.24% of their portfolio HERMITAGE, PA 215,080215.1k $2.4m $2.4m 0.24% Added +70 +70
46 Jupiter Wealth Management LLC 2.29% of their portfolio GLENDALE, CO 208,574208.6k $2.4m $2.4m 2.29% Reduced -50.0k -50,000
47 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 204,406204.4k $2.3m $2.3m 0.03% Reduced -11.1k -11,081
48 Melone Private Wealth, LLC 1.85% of their portfolio AUBURN HILLS, MI 192,072192.1k $2.2m $2.2m 1.85% Added +2.3k +2,303
49 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.32% of their portfolio Englewood, NJ 189,116189.1k $2.2m $2.2m 0.32% Added +77.5k +77,456
50 IBEX WEALTH ADVISORS 0.48% of their portfolio BEDMINSTER, NJ 187,734187.7k $2.1m $2.1m 0.48% Reduced -11.1k -11,132
51 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 183,255183.3k $2.1m $2.1m 0.01% Reduced -30.8k -30,825
52 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 178,715178.7k $2.0m $2.0m 0.01% Reduced -12.8k -12,764
53 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 178,370178.4k $2.0m $2.0m 0.00% New
54 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 169,953170.0k $1.9m $1.9m 0.02% Reduced -11.9k -11,916
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 164,242164.2k $1.9m $1.9m 0.00% Added +99.5k +99,477
56 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 163,248163.2k $1.9m $1.9m 0.07% New
57 AQR Arbitrage LLC 0.05% of their portfolio Greenwich, CT 162,747162.7k $1.9m $1.9m 0.05% Added +94.0k +94,047
58 Palogic Value Management, L.P. 0.96% of their portfolio DALLAS, TX 162,587162.6k $1.8m $1.8m 0.96% First filing
59 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 160,367160.4k $1.8m $1.8m 0.04% Unchanged
60 EVOKE WEALTH, LLC 0.07% of their portfolio Los Angeles, CA 159,750159.8k $1.8m $1.8m 0.07% Reduced -14.6k -14,581
61 GOODWIN DANIEL L 0.88% of their portfolio Oak Brook, IL 152,332152.3k $1.7m $1.7m 0.88% Added +8.5k +8,500
62 Wakefield Asset Management LLLP 0.72% of their portfolio Englewood, CO 150,429150.4k $1.7m $1.7m 0.72% New
63 Johnson Financial Group, Inc. 0.13% of their portfolio RACINE, WI 149,000149.0k $1.7m $1.7m 0.13% New
64 Moors & Cabot, Inc. 0.12% of their portfolio BOSTON, MA 146,879146.9k $1.7m $1.7m 0.12% Added +20.2k +20,250
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 143,714143.7k $1.6m $1.6m 0.01% Reduced -4.8k -4,800
66 PETRA FINANCIAL ADVISORS INC 1.72% of their portfolio COLORADO SRPINGS, CO 137,702137.7k $1.6m $1.6m 1.72% First filing
67 RIVERBRIDGE PARTNERS LLC 0.02% of their portfolio MINNEAPOLIS, MN 135,821135.8k $1.5m $1.5m 0.02% Added +6.0k +6,003
68 Family Manage LLC 0.37% of their portfolio NEW YORK, NY 132,715132.7k $1.5m $1.5m 0.37% Reduced -32.7k -32,668
69 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 125,901125.9k $1.2m $1.2m 0.03% Added +6.9k +6,911
70 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 116,490116.5k $1.3m $1.3m 0.01% Added +34.4k +34,426
71 CHILDRESS CAPITAL ADVISORS, LLC 0.41% of their portfolio HOUSTON, TX 109,800109.8k $1.2m $1.2m 0.41% Added +2.0k +2,000
72 Avior Wealth Management, LLC 0.09% of their portfolio OMAHA, NE 106,458106.5k $1.2m $1.2m 0.09% Reduced -79.7k -79,724
73 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 100,852100.9k $1.1m $1.1m 0.03% Reduced -35.6k -35,597
74 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 100,148100.1k $1.1m $1.1m 0.03% Reduced -14.9k -14,872
75 Beacon Capital Management, Inc. 0.04% of their portfolio DAYTON, OH 100,000100.0k $1.1m $1.1m 0.04% Unchanged
76 StrategIQ Financial Group, LLC 0.13% of their portfolio MERRILLVILLE, IN 97,69097.7k $1.1m $1.1m 0.13% Reduced -18.5k -18,496
77 WESBANCO BANK INC 0.05% of their portfolio WHEELING, WV 96,82996.8k $1.1m $1.1m 0.05% Added +16.8k +16,757
78 Mariner, LLC 0.00% of their portfolio Overland Park, KS 96,42596.4k $1.1m $1.1m 0.00% Reduced -119.7k -119,716
79 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 90,34090.3k $1.0m $1.0m 0.01% Reduced -67.0k -67,027
80 RAYMOND JAMES TRUST N.A. 0.03% of their portfolio ST. PETERSBURG, FL 88,48488.5k $1.0m $1.0m 0.03% Unchanged
81 Weiss Asset Management LP 0.05% of their portfolio BOSTON, MA 88,32888.3k $1.0m $1.0m 0.05% New
82 TECTONIC ADVISORS LLC 0.16% of their portfolio FRISCO, TX 88,00088.0k $1.0m $1.0m 0.16% Reduced -5.0k -5,000
83 Altus Wealth Group LLC 0.73% of their portfolio COLORADO SPRINGS, CO 85,05585.1k $967.1k $967.1k 0.73% Reduced -339 -339
84 Edmonds Duncan Registered Investment Advisors, LLC 0.28% of their portfolio LAWRENCE, KS 75,32475.3k $856.4k $856.4k 0.28% Reduced -3.3k -3,290
85 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 71,21371.2k $809.7k $809.7k 0.02% Added +49.1k +49,061
86 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 70,09870.1k $797.0k $797.0k 0.01% Added +25.6k +25,606
87 Cresta Advisors, Ltd. 0.69% of their portfolio LAREDO, TX 70,00070.0k $795.9k $795.9k 0.69% New
88 BOKF, NA 0.01% of their portfolio TULSA, OK 63,47363.5k $721.7k $721.7k 0.01% Added +400 +400
89 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 62,93462.9k $716.0k $716.0k 0.00% Reduced -12.0k -12,000
90 McGlone Suttner Wealth Management, Inc. 0.22% of their portfolio APPLETON, WI 62,17162.2k $706.9k $706.9k 0.22% First filing
91 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 60,92960.9k $693.0k $693.0k 0.04% Added +34.0k +34,050
92 Summit Financial Wealth Advisors, LLC 0.16% of their portfolio Lafayette, LA 59,87559.9k $680.8k $680.8k 0.16% Reduced -7.7k -7,691
93 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 57,30457.3k $651.7k $651.7k 0.00% Added +4.5k +4,469
94 Transform Wealth, LLC 0.07% of their portfolio GREENWOOD VILLAGE, CO 57,22257.2k $650.6k $650.6k 0.07% Added +44.2k +44,206
95 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio ORLANDO, FL 57,04257.0k $648.6k $648.6k 0.07% New
96 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 56,54456.5k $642.9k $642.9k 0.01% Added +44.9k +44,884
97 Realta Investment Advisors 0.15% of their portfolio WILMINGTON, DE 54,58954.6k $620.7k $620.7k 0.15% Reduced -1.7k -1,663
98 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 53,67953.7k $610.0k $610.0k 0.04% Added +143 +143
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 52,02052.0k $591.5k $591.5k 0.00% Reduced -393 -393
100 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 51,12751.1k $581.3k $581.3k 0.00% Reduced -15.4k -15,450