NUVEEN AMT FREE QLTY MUN INC (NEA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
283
Reporting holders
$628.7M
Reported value
0.0%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $115.6M | 9,842,925 | 0.01% | 35q | -0.7%-$778.9K |
| RAYMOND JAMES FINANCIAL INC | $42.2M | 3,591,041 | 0.01% | 7q | +19.5%+$6.9M |
| GUGGENHEIM CAPITAL LLC | $39.7M | 3,379,045 | 0.25% | 31q | +8.6%+$3.1M |
| WELLS FARGO & COMPANY/MN | $34.1M | 2,907,418 | 0.01% | 31q | -47.7%-$31.2M |
| UBS Group AG | $19.2M | 1,639,106 | 0.00% | 31q | -5.5%-$1.1M |
| Hennion & Walsh Asset Management, Inc. | $18.9M | 1,607,896 | 0.54% | 22q | -8.6%-$1.8M |
| LPL Financial LLC | $17.3M | 1,472,608 | 0.00% | 31q | +1.7%+$294.6K |
| VAN ECK ASSOCIATES CORP | $16.6M | 1,413,670 | 0.01% | 31q | +7.1%+$1.1M |
| McGowan Group Asset Management, Inc. | $16.6M | 1,410,013 | 2.01% | 10q | -1.3%-$219.1K |
| BANK OF AMERICA CORP /DE/ | $16.3M | 1,391,457 | 0.00% | 31q | -9.1%-$1.6M |
| ROYAL BANK OF CANADA | $14.7M | 1,253,765 | 0.00% | 31q | -5.8%-$901.3K |
| STIFEL FINANCIAL CORP | $13.2M | 1,123,071 | 0.01% | 31q | +3.2%+$407.9K |
| HighTower Advisors, LLC | $12.8M | 1,089,530 | 0.01% | 31q | +2.1%+$265.0K |
| Melone Private Wealth, LLC | $10.1M | 862,704 | 3.86% | 19q | +21.2%+$1.8M |
| Congress Park Capital LLC | $10.0M | 850,000 | 2.69% | 30q | HELD |
| Eagle Bluffs Wealth Management LLC | $8.6M | 732,015 | 2.89% | 19q | +7.9%+$633.0K |
| Merit Financial Group, LLC | $8.5M | 724,466 | 0.03% | 11q | +100.1%+$4.3M |
| OSAIC HOLDINGS, INC. | $8.1M | 694,032 | 0.01% | 26q | +21.3%+$1.4M |
| BYRNE FINANCIAL FREEDOM, LLC | $7.4M | 628,111 | 2.88% | 7q | -2.2%-$163.8K |
| Cetera Investment Advisers | $6.8M | 582,857 | 0.01% | 31q | +7.5%+$479.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 579,186 | 0.01% | 31q | -14.1%-$1.1M |
| Kestra Advisory Services, LLC | $6.3M | 539,031 | 0.02% | 24q | +22.6%+$1.2M |
| AMERIPRISE FINANCIAL INC | $5.7M | 487,086 | 0.00% | 31q | -45.2%-$4.7M |
| Cresta Advisors, Ltd. | $5.3M | 455,647 | 1.92% | 15q | +18.2%+$821.8K |
| Palogic Value Management, L.P. | $4.5M | 380,871 | 1.47% | 15q | +0.9%+$38.9K |
| Rockefeller Capital Management L.P. | $4.3M | 367,537 | 0.01% | 30q | -3.1%-$137.3K |
| TRUIST FINANCIAL CORP | $3.8M | 320,442 | 0.00% | 27q | +45.3%+$1.2M |
| Capital Investment Advisors, LLC | $3.7M | 316,233 | 0.05% | 31q | -2.2%-$85.2K |
| Savant Capital, LLC | $3.6M | 314,670 | 0.01% | 26q | +100.3%+$1.8M |
| CURA WEALTH ADVISORS, LLC | $3.5M | 302,000 | 1.51% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 271,417 | 0.00% | 31q | -3.4%-$111.4K |
| &PARTNERS | $3.1M | 260,261 | 0.01% | 8q | -1.9%-$59.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $3.0M | 254,046 | 0.03% | 30q | -14.3%-$496.1K |
| KIM, LLC | $2.9M | 243,700 | 0.29% | 11q | HELD |
| Jupiter Wealth Management LLC | $2.8M | 240,237 | 1.13% | 2q | HELD |
| Intellectus Partners, LLC | $2.8M | 237,833 | 0.49% | 5q | +16.8%+$403.8K |
| Corient Private Wealth LP | $2.8M | 234,500 | 0.00% | 15q | +77.8%+$1.2M |
| Lido Advisors, LLC | $2.7M | 230,798 | 0.01% | 11q | +1.5%+$39.4K |
| Spire Wealth Management | $2.7M | 228,623 | 0.08% | 22q | +35.5%+$703.2K |
| Fiera Capital Corp | $2.6M | 221,530 | 0.01% | 2q | +11.6%+$271.1K |
| Invesco Ltd. | $2.5M | 214,527 | 0.00% | 31q | HELD |
| Wakefield Asset Management LLLP | $2.3M | 199,971 | 0.53% | 15q | +11.6%+$243.4K |
| HARBOUR INVESTMENTS, INC. | $2.3M | 198,601 | 0.03% | 21q | +1.9%+$44.6K |
| NewEdge Advisors, LLC | $2.1M | 179,805 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 173,183 | 0.00% | 30q | +119.3%+$1.1M |
| Advisors Asset Management, Inc. | $2.0M | 171,303 | 0.03% | 34q | -41.5%-$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 169,572 | 0.00% | 30q | +96.5%+$977.8K |
| Baird Financial Group, Inc. | $1.9M | 162,816 | 0.00% | 31q | -0.9%-$17.4K |
| Tyche Wealth Partners LLC | $1.8M | 156,574 | 0.26% | 11q | -3.9%-$74.0K |
| IBEX WEALTH ADVISORS | $1.7M | 147,780 | 0.14% | 7q | -2.5%-$43.6K |
| Steward Partners Investment Advisory, LLC | $1.7M | 143,886 | 0.01% | 30q | HELD |
| Waverly Advisors, LLC | $1.7M | 143,327 | 0.01% | 10q | +2.0%+$32.8K |
| Breakwater Capital Group | $1.6M | 138,718 | 0.20% | 12q | +1.9%+$30.0K |
| GILL CAPITAL PARTNERS, LLC | $1.6M | 137,852 | 0.43% | 27q | -43.0%-$1.2M |
| Kercheville Advisors, LLC | $1.6M | 137,134 | 0.49% | 23q | -6.1%-$104.5K |
| FLC Capital Advisors | $1.6M | 134,862 | 0.25% | 10q | +109.3%+$826.7K |
| IFC Advisors LLC | $1.5M | 129,491 | 0.19% | new | NEW |
| Stratos Wealth Partners, LTD. | $1.5M | 125,494 | 0.01% | 25q | +7.2%+$99.2K |
| CoreCap Advisors, LLC | $1.5M | 124,672 | 0.04% | 8q | +22.5%+$269.0K |
| NewEdge Wealth, LLC | $1.5M | 124,545 | 0.01% | 8q | +0.7%+$10.2K |
| JFS WEALTH ADVISORS, LLC | $1.4M | 122,982 | 0.07% | 31q | HELD |
| Venture Visionary Partners LLC | $1.4M | 122,976 | 0.04% | 23q | +1.1%+$15.3K |
| Abel Hall, LLC | $1.4M | 120,000 | 0.24% | 5q | HELD |
| WESBANCO BANK INC | $1.4M | 119,188 | 0.03% | 30q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 119,700 | 0.00% | 12q | +6.7%+$86.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.3M | 114,446 | 0.25% | 11q | +5.9%+$74.3K |
| VERUS CAPITAL PARTNERS, LLC | $1.3M | 112,000 | 0.07% | 7q | +672.4%+$1.1M |
| PNC Financial Services Group, Inc. | $1.3M | 111,676 | 0.00% | 31q | -3.3%-$45.1K |
| Avior Wealth Management, LLC | $1.2M | 106,073 | 0.03% | 16q | +4.2%+$49.9K |
| Broyhill Asset Management, LLC | $1.2M | 102,084 | 0.53% | 7q | +52.3%+$411.7K |
| DAVENPORT & Co LLC | $1.2M | 101,016 | 0.01% | 31q | +2.2%+$25.8K |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 98,103 | 0.00% | 16q | +4.1%+$45.0K |
| Summit Trail Advisors, LLC | $1.1M | 96,217 | 0.01% | 2q | +10.9%+$110.7K |
| Prospera Financial Services Inc | $1.1M | 96,074 | 0.02% | 11q | +2.1%+$23.3K |
| CHILDRESS CAPITAL ADVISORS, LLC | $1.1M | 96,000 | 0.18% | 23q | HELD |
| Mariner, LLC | $1.1M | 94,221 | 0.00% | 31q | -7.3%-$86.7K |
| MBA Advisors LLC | $1.1M | 94,110 | 0.37% | new | NEW |
| Modern Wealth Management, LLC | $1.1M | 90,464 | 0.01% | 9q | -12.6%-$153.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976.6K | 83,183 | 0.00% | 3q | -2.9%-$28.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $969.9K | 82,613 | 0.02% | 5q | -2.5%-$24.7K |
| ACCREDITED INVESTOR SERVICES, LLC | $968.5K | 82,499 | 0.55% | 7q | -6.7%-$69.9K |
| JANE STREET GROUP, LLC | $951.4K | 81,036 | 0.00% | 6q | -54.7%-$1.2M |
| MAI Capital Management | $922.2K | 78,155 | 0.00% | 7q | +1520.5%+$865.3K |
| Kingsview Wealth Management, LLC | $911.6K | 77,651 | 0.01% | 6q | HELD |
| Private Advisor Group, LLC | $889.2K | 75,739 | 0.00% | 31q | +8.4%+$68.8K |
| Whipplewood Advisors, LLC | $866.8K | 73,837 | 0.58% | 7q | -0.6%-$5.2K |
| Aviance Capital Partners, LLC | $866.5K | 73,808 | 0.09% | 4q | -1.1%-$9.4K |
| Concurrent Investment Advisors, LLC | $856.8K | 72,985 | 0.01% | 11q | +84.9%+$393.5K |
| XTX Topco Ltd | $842.8K | 71,790 | 0.01% | new | NEW |
| OPPENHEIMER & CO INC | $840.4K | 71,584 | 0.01% | 31q | +5.6%+$44.5K |
| Uniting Wealth Partners, LLC | $829.0K | 70,211 | 0.17% | 2q | HELD |
| Creative Planning | $803.3K | 68,428 | 0.00% | 31q | -29.2%-$331.4K |
| NAPLES GLOBAL ADVISORS, LLC | $784.4K | 66,431 | 0.05% | 14q | HELD |
| RAMSEY QUANTITATIVE SYSTEMS | $739.6K | 63,000 | 0.66% | new | NEW |
| Founders Financial Alliance, LLC | $722.8K | 61,571 | 0.10% | 16q | -5.0%-$38.4K |
| Redhawk Wealth Advisors, Inc. | $690.0K | 58,775 | 0.07% | 20q | +1.8%+$12.2K |
| Kovack Advisors, Inc. | $667.2K | 56,864 | 0.03% | 3q | HELD |
| HUB Investment Partners, LLC | $643.8K | 54,842 | 0.01% | 3q | +34.5%+$165.0K |
| Altus Wealth Group LLC | $630.3K | 53,685 | 0.23% | 23q | HELD |
| Lifetime Wealth Management P.C. | $628.1K | 53,500 | 0.37% | 3q | HELD |
Showing the largest 100 of 296 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 283 | $628.7M | 53,572,908 | 22 | 84 | 67 | 0.0% |
| Q1 2026 | 289 | $605.5M | 53,893,635 | 36 | 95 | 63 | 0.0% |
| Q4 2025 | 281 | $611.8M | 52,664,517 | 31 | 94 | 67 | 0.0% |
| Q3 2025 | 270 | $614.5M | 55,000,447 | 15 | 89 | 72 | 0.0% |
| Q2 2025 | 284 | $681.4M | 62,350,520 | 24 | 96 | 70 | 0.0% |
| Q1 2025 | 294 | $778.7M | 69,491,966 | 26 | 91 | 83 | 0.0% |
| Q4 2024 | 307 | $888.8M | 78,633,706 | 35 | 83 | 77 | 0.0% |
| Q3 2024 | 283 | $974.1M | 81,189,134 | 37 | 92 | 59 | 0.0% |
| Q2 2024 | 279 | $1.1B | 93,518,125 | 22 | 77 | 83 | 0.0% |
| Q1 2024 | 289 | $1.3B | 113,415,012 | 32 | 82 | 70 | 0.0% |
| Q4 2023 | 282 | $1.1B | 103,420,007 | 39 | 66 | 80 | 0.0% |
| Q3 2023 | 257 | $829.1M | 85,629,798 | 21 | 71 | 76 | 0.0% |
| Q2 2023 | 260 | $825.2M | 75,492,049 | 24 | 74 | 63 | 0.0% |
| Q1 2023 | 251 | $778.9M | 70,100,897 | 22 | 73 | 69 | 0.0% |
| Q4 2022 | 244 | $708.3M | 62,287,988 | 37 | 58 | 67 | 0.0% |
| Q3 2022 | 287 | $692.2M | 65,236,259 | 21 | 79 | 69 | 0.0% |
| Q2 2022 | 303 | $784.5M | 66,619,643 | 44 | 72 | 81 | 0.0% |
| Q1 2022 | 299 | $848.8M | 64,548,788 | 35 | 69 | 77 | 0.0% |
| Q4 2021 | 308 | $1.0B | 64,437,743 | 30 | 85 | 50 | 0.0% |
| Q3 2021 | 288 | $956.8M | 62,985,597 | 25 | 69 | 63 | 0.0% |
| Q2 2021 | 291 | $1.0B | 65,498,716 | 28 | 82 | 47 | 0.0% |
| Q1 2021 | 281 | $998.5M | 67,236,883 | 32 | 94 | 62 | 0.0% |
| Q4 2020 | 279 | $893.7M | 59,604,312 | 30 | 78 | 41 | 0.0% |
| Q3 2020 | 250 | $904.2M | 62,765,023 | 19 | 69 | 47 | 0.0% |
| Q2 2020 | 236 | $953.2M | 68,474,139 | 19 | 62 | 57 | 0.0% |
| Q1 2020 | 253 | $891.7M | 65,785,844 | 33 | 72 | 57 | 0.0% |
| Q4 2019 | 246 | $885.5M | 61,433,399 | 30 | 81 | 44 | 0.0% |
| Q3 2019 | 218 | $847.7M | 59,241,799 | 19 | 70 | 48 | 0.0% |
| Q2 2019 | 215 | $821.2M | 59,443,991 | 19 | 64 | 43 | 0.0% |
| Q1 2019 | 221 | $791.7M | 59,280,372 | 25 | 57 | 42 | 0.0% |
| Q4 2018 | 219 | $737.0M | 59,837,766 | 3 | 3 | 3 | 0.0% |