Vault-13

NUVEEN AMT FREE QLTY MUN INC XNEAX

COM · Closed-End Fund · CUSIP 670657105

305 institutional holders -15 vs Q1 2025
66,252,93266.3m shares reported held*
$724.2mreported value*
25 new 113 added 76 reduced 40 sold out net sold ≈ $86.5m (-7.9m 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 ≈ $10.93.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 292Q4 22: 298Q1 23: 294Q2 23: 293Q3 23: 287Q4 23: 311Q1 24: 320Q2 24: 307Q3 24: 311Q4 24: 327Q1 25: 320Q2 25: 305305Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022292
Q4 2022298
Q1 2023294
Q2 2023293
Q3 2023287
Q4 2023311
Q1 2024320
Q2 2024307
Q3 2024311
Q4 2024327
Q1 2025320
Q2 2025305

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 113 bought or addedQ3 23: 117 cut or sold outQ4 23: 126 bought or addedQ4 23: 119 cut or sold outQ4 23Q1 24: 141 bought or addedQ1 24: 115 cut or sold outQ2 24: 119 bought or addedQ2 24: 133 cut or sold outQ2 24Q3 24: 150 bought or addedQ3 24: 100 cut or sold outQ4 24: 129 bought or addedQ4 24: 125 cut or sold outQ4 24Q1 25: 144 bought or addedQ1 25: 126 cut or sold outQ2 25: 138 bought or addedQ2 25: 116 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023113117
Q4 2023126119
Q1 2024141115
Q2 2024119133
Q3 2024150100
Q4 2024129125
Q1 2025144126
Q2 2025138116

Biggest buyers

Rockefeller Capital Management L.P. Added +1,665,345+1.7m
ROYAL BANK OF CANADA Added +1,209,673+1.2m
Intellectus Partners, LLC New +152,180+152.2k
Congress Park Capital LLC Added +142,500+142.5k
IFC Advisors LLC New +140,389+140.4k
Linscomb Wealth, Inc. New +127,291+127.3k
McGowan Group Asset Management, Inc. Added +123,241+123.2k
Melone Private Wealth, LLC Added +115,720+115.7k
GUGGENHEIM CAPITAL LLC Added +88,867+88.9k
TRUIST FINANCIAL CORP Added +73,588+73.6k

Biggest sellers

Karpus Management, Inc. Reduced -5,630,875-5.6m
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -1,379,369-1.4m
SIT INVESTMENT ASSOCIATES INC Reduced -917,362-917.4k
Bramshill Investments, LLC Reduced -821,683-821.7k
MORGAN STANLEY Reduced -627,220-627.2k
Allspring Global Investments Holdings, LLC Reduced -570,214-570.2k
Barry Investment Advisors, LLC Reduced -418,200-418.2k
CITADEL ADVISORS LLC Sold out -355,344-355.3k
WELLS FARGO & COMPANY/MN Reduced -251,140-251.1k
BANK OF AMERICA CORP /DE/ Reduced -208,683-208.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 9,471,7419.5m $103.4m $103.4m 0.01% Reduced -627.2k -627,220
2 MacKay Shields LLC 1.40% of their portfolio New York, NY 4,002,6394.0m $43.7m $43.7m 1.40% Unchanged
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,351,0173.4m $36.6m $36.6m 0.01% Reduced -251.1k -251,140
4 Bramshill Investments, LLC 3.77% of their portfolio NAPLES, FL 3,301,6603.3m $36.1m $36.1m 3.77% Reduced -821.7k -821,683
5 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.53% of their portfolio WEST PALM BEACH, FL 2,529,4432.5m $27.6m $27.6m 1.53% Reduced -1.4m -1,379,369
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,402,8342.4m $26.2m $26.2m 0.00% Added +1.2m +1,209,673
7 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 2,090,7842.1m $22.8m $22.8m 0.03% Added +1.7m +1,665,345
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,985,9682.0m $21.7m $21.7m 0.01% Reduced -31.5k -31,495
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,950,2712.0m $21.3m $21.3m 0.00% Added +271 +271
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,807,8661.8m $19.7m $19.7m 0.00% Added +1.7k +1,680
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,593,6721.6m $17.4m $17.4m 0.00% Reduced -208.7k -208,683
12 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 1,463,1131.5m $16.0m $16.0m 0.02% Added +28.2k +28,245
13 Congress Park Capital LLC 4.66% of their portfolio SARATOGA SPRINGS, NY 1,302,5001.3m $14.2m $14.2m 4.66% Added +142.5k +142,500
14 McGowan Group Asset Management, Inc. 1.77% of their portfolio DALLAS, TX 1,287,1981.3m $14.1m $14.1m 1.77% Added +123.2k +123,241
15 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 1,243,3381.2m $13.6m $13.6m 0.02% Added +4.9k +4,852
16 GUGGENHEIM CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 1,225,8511.2m $13.4m $13.4m 0.11% Added +88.9k +88,867
17 Hennion & Walsh Asset Management, Inc. 0.53% of their portfolio Parsippany, NJ 1,204,4261.2m $13.2m $13.2m 0.53% Reduced -33.4k -33,394
18 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 1,051,6521.1m $11.5m $11.5m 0.01% Added +23.0k +22,990
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 927,680927.7k $10.1m $10.1m 0.00% Reduced -89.3k -89,300
20 SIT INVESTMENT ASSOCIATES INC 0.20% of their portfolio Minneapolis, MN 868,916868.9k $9.5m $9.5m 0.20% Reduced -917.4k -917,362
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 781,188781.2k $8.5m $8.5m 0.01% Added +72.3k +72,329
22 BYRNE FINANCIAL FREEDOM, LLC 3.74% of their portfolio FRANKLIN, MA 684,766684.8k $7.5m $7.5m 3.74% Reduced -1.3k -1,308
23 GILL CAPITAL PARTNERS, LLC 2.29% of their portfolio DENVER, CO 651,049651.0k $7.1m $7.1m 2.29% Added +34.5k +34,484
24 Karpus Management, Inc. 0.18% of their portfolio Pittsford, NY 500,732500.7k $5.5m $5.5m 0.18% Reduced -5.6m -5,630,875
25 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 468,342468.3k $5.1m $5.1m 0.09% Reduced -102.0k -102,026
26 Stratos Wealth Advisors, LLC 0.27% of their portfolio BEACHWOOD, OH 462,544462.5k $5.1m $5.1m 0.27% Reduced -31.5k -31,465
27 Eagle Bluffs Wealth Management LLC 2.36% of their portfolio COLUMBIA, MO 451,839451.8k $5.0m $5.0m 2.36% Added +58.7k +58,733
28 Fiera Capital Corp 0.02% of their portfolio MONTREAL, A8 448,355448.4k $4.9m $4.9m 0.02% Reduced -6.4k -6,412
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 433,093433.1k $4.7m $4.7m 0.00% Added +27.0k +26,987
30 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 427,255427.3k $4.7m $4.7m 0.05% Added +29.2k +29,223
31 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 402,711402.7k $4.4m $4.4m 0.01% Reduced -19.0k -19,000
32 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 392,638392.6k $4.3m $4.3m 0.01% Reduced -570.2k -570,214
33 Capital Investment Advisors, LLC 0.08% of their portfolio ATLANTA, GA 381,790381.8k $4.6m $4.6m 0.08% Reduced -11.1k -11,111
34 Melone Private Wealth, LLC 1.91% of their portfolio AUBURN HILLS, MI 345,091345.1k $3.7m $3.7m 1.91% Added +115.7k +115,720
35 HORIZON KINETICS ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 339,465339.5k $3.7m $3.7m 0.04% Reduced -4.2k -4,167
36 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 322,983323.0k $3.5m $3.5m 0.01% Added +16.3k +16,298
37 Palogic Value Management, L.P. 1.46% of their portfolio DALLAS, TX 317,146317.1k $3.5m $3.5m 1.46% Added +33.9k +33,890
38 CURA WEALTH ADVISORS, LLC 1.57% of their portfolio CHICAGO, IL 308,000308.0k $3.4m $3.4m 1.57% Added +1.0k +1,000
39 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 292,991293.0k $3.2m $3.2m 0.01% Reduced -40.6k -40,571
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 276,650276.6k $3.0m $3.0m 0.00% Added +73.6k +73,588
41 StoneX Group Inc. 0.15% of their portfolio NEW YORK, NY 275,329275.3k $3.0m $3.0m 0.15% Added +39.6k +39,634
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 267,635267.6k $2.9m $2.9m 0.00% Added +3.3k +3,336
43 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 266,537266.5k $2.9m $2.9m 0.01% Added +45.3k +45,295
44 Cresta Advisors, Ltd. 1.37% of their portfolio LAREDO, TX 256,647256.6k $2.8m $2.8m 1.37% Unchanged
45 EVOKE WEALTH, LLC 0.07% of their portfolio Los Angeles, CA 255,089255.1k $2.8m $2.8m 0.07% Added +8.0k +8,000
46 KIM, LLC 0.28% of their portfolio WICHITA, KS 243,700243.7k $2.7m $2.7m 0.28% Unchanged
47 ROBINSON CAPITAL MANAGEMENT, LLC 1.08% of their portfolio GROSSE POINTE FARMS, MI 235,327235.3k $2.6m $2.6m 1.08% Reduced -58.6k -58,641
48 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 218,223218.2k $2.4m $2.4m 0.01% Added +10.3k +10,328
49 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 215,661215.7k $2.4m $2.4m 0.01% Reduced -2.4k -2,353
50 Rareview Capital LLC 1.45% of their portfolio LAS VEGAS, NV 210,016210.0k $2.3m $2.3m 1.45% Reduced -16.2k -16,171
51 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 209,829209.8k $2.3m $2.3m 0.00% Added +44.7k +44,679
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 209,722209.7k $2.3m $2.3m 0.01% Added +40.4k +40,447
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 208,557208.6k $2.3m $2.3m 0.01% Added +35.3k +35,312
54 Leo Wealth, LLC 0.18% of their portfolio HURST, TX 208,401208.4k $2.3m $2.3m 0.18% Added +51.7k +51,696
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 201,115201.1k $2.2m $2.2m 0.00% Added +12.9k +12,925
56 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 187,608187.6k $2.0m $2.0m 0.02% Reduced -8.9k -8,878
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 171,234171.2k $1.9m $1.9m 0.00% Added +40.8k +40,761
58 Gridiron Partners, LLC 1.15% of their portfolio Wexford, PA 169,878169.9k $1.9m $1.9m 1.15% Unchanged
59 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 160,297160.3k $1.8m $1.8m 0.01% Reduced -251 -251
60 Wakefield Asset Management LLLP 0.49% of their portfolio Englewood, CO 159,419159.4k $1.7m $1.7m 0.49% Reduced -2.0k -2,006
61 Tyche Wealth Partners LLC 0.35% of their portfolio PLANO, TX 159,016159.0k $1.7m $1.7m 0.35% Reduced -5.9k -5,864
62 IBEX WEALTH ADVISORS 0.18% of their portfolio BEDMINSTER, NJ 155,527155.5k $1.7m $1.7m 0.18% Reduced -4.0k -4,021
63 Intellectus Partners, LLC 0.36% of their portfolio SAN FRANCISCO, CA 152,180152.2k $1.7m $1.7m 0.36% New
64 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 147,369147.4k $1.6m $1.6m 0.05% Added +10.0k +9,999
65 Breakwater Capital Group 0.25% of their portfolio PARAMUS, NJ 142,101142.1k $1.6m $1.6m 0.25% Added +8.7k +8,651
66 IFC Advisors LLC 0.29% of their portfolio LOS ANGELES, CA 140,389140.4k $1.5m $1.5m 0.29% New
67 Indiana Trust & Investment Management Co 0.50% of their portfolio MISHAWAKA, IN 139,000139.0k $1.5m $1.5m 0.50% Unchanged
68 Kercheville Advisors, LLC 0.50% of their portfolio San Antonio, TX 133,186133.2k $1.5m $1.5m 0.50% Added +2.1k +2,089
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 132,672132.7k $1.5m $1.5m 0.00% Added +39.9k +39,911
70 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 132,458132.5k $1.4m $1.4m 0.00% Added +2.7k +2,749
71 PETRA FINANCIAL ADVISORS INC 0.90% of their portfolio COLORADO SRPINGS, CO 130,344130.3k $1.4m $1.4m 0.90% Added +24 +24
72 Linscomb Wealth, Inc. 0.06% of their portfolio Houston, TX 127,291127.3k $1.4m $1.4m 0.06% New
73 CAPITAL & PLANNING, LLC 0.93% of their portfolio JONESBORO, GA 125,210125.2k $1.4m $1.4m 0.93% Added +4.9k +4,875
74 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 125,166125.2k $1.4m $1.4m 0.03% Reduced -7.0k -7,000
75 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 123,554123.6k $1.3m $1.3m 0.01% Added +19.3k +19,336
76 JFS WEALTH ADVISORS, LLC 0.09% of their portfolio HERMITAGE, PA 122,591122.6k $1.3m $1.3m 0.09% Added +88 +88
77 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 120,298120.3k $1.3m $1.3m 0.05% Added +32.9k +32,891
78 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 112,518112.5k $1.2m $1.2m 0.04% Added +541 +541
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 112,350112.3k $1.2m $1.2m 0.00% Reduced -81.5k -81,501
80 CHILDRESS CAPITAL ADVISORS, LLC 0.30% of their portfolio HOUSTON, TX 108,500108.5k $1.2m $1.2m 0.30% Unchanged
81 Avior Wealth Management, LLC 0.04% of their portfolio OMAHA, NE 105,332105.3k $1.2m $1.2m 0.04% Added +15.6k +15,555
82 Broyhill Asset Management, LLC 0.99% of their portfolio CHARLOTTE, NC 99,28599.3k $1.1m $1.1m 0.99% Reduced -134.7k -134,740
83 ACCREDITED INVESTOR SERVICES, LLC 0.79% of their portfolio ST. CLOUD, MN 95,89095.9k $1.0m $1.0m 0.79% Reduced -4.2k -4,225
84 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 93,30093.3k $1.0m $1.0m 0.02% Reduced -61.9k -61,870
85 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 92,59292.6k $1.0m $1.0m 0.02% Added +1.3k +1,299
86 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 89,70189.7k $979.5k $979.5k 0.01% Reduced -1.8k -1,763
87 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 86,42686.4k $943.8k $943.8k 0.01% Reduced -38.5k -38,462
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 85,63285.6k $935.1k $935.1k 0.00% Reduced -9.1k -9,107
89 Mariner, LLC 0.00% of their portfolio Overland Park, KS 80,77280.8k $882.0k $882.0k 0.00% Added +3.9k +3,928
90 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 80,10680.1k $874.8k $874.8k 0.00% Reduced -2.9k -2,936
91 TECTONIC ADVISORS LLC 0.05% of their portfolio FRISCO, TX 79,45379.5k $867.6k $867.6k 0.05% Reduced -14.5k -14,514
92 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 76,31376.3k $833.9k $833.9k 0.02% Reduced -129.5k -129,528
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 76,08676.1k $830.9k $830.9k 0.00% Added +4.1k +4,089
94 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 72,85272.9k $795.5k $795.5k 0.00% Added +24.7k +24,740
95 Whipplewood Advisors, LLC 0.43% of their portfolio LITTLETON, CO 71,64571.6k $782.4k $782.4k 0.43% Added +29.2k +29,245
96 Uniting Wealth Partners, LLC 0.30% of their portfolio DENVER, CO 70,82870.8k $773.4k $773.4k 0.30% Added +633 +633
97 FLC Capital Advisors 0.16% of their portfolio PALM DESERT, CA 70,44670.4k $769.3k $769.3k 0.16% Unchanged
98 SILVERLAKE WEALTH MANAGEMENT LLC 0.22% of their portfolio WILLISTON, VT 69,90469.9k $763.4k $763.4k 0.22% Added +5.1k +5,107
99 NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio NAPLES, FL 68,30668.3k $750.9k $750.9k 0.06% Reduced -2.6k -2,590
100 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,60567.6k $738.2k $738.2k 0.00% Added +45.3k +45,329