Who Owns Nuveen California AMT-Free Quality Municipal Income Fund Stock?
NYSE: NKXFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 18.09%
- Held by insiders
- 0.00%
- Institutional holders
- 90
- Institutions 18.1%
- Insiders 0.0%
- Public and other 81.9%
Who owns Nuveen California AMT-Free Quality Municipal Income Fund stock?
Institutional investors own about 18.1% of Nuveen California AMT-Free Quality Municipal Income Fund's shares, spread across 90 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of NKX.
The largest institutional holders are Morgan Stanley (6.55%), Advisors Asset Management, Inc. (2.45%) and Guggenheim Capital, LLC (2.20%). Together, the top 10 institutions control 15.4% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their NKX positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NKX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 3.32M | 6.55% | +2.3% |
| Advisors Asset Management, Inc. | 1.24M | 2.45% | +15.3% |
| Guggenheim Capital, LLC | 1.12M | 2.20% | +3.9% |
| Wells Fargo & Company | 529.47K | 1.04% | -6.6% |
| Hennion & Walsh Asset Management, Inc. | 427.63K | 0.84% | +22.1% |
| LPL Financial LLC | 305.53K | 0.60% | +6.7% |
| Northwestern Mutual Wealth Management Company | 296.33K | 0.58% | +2.2% |
| UBS Group AG | 232.75K | 0.46% | -3.1% |
| Dkm Wealth Management, Inc. | 212.59K | 0.42% | 0.0% |
| MAI Capital Management | 132.00K | 0.26% | +340.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NKX
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify Municipal CEF High Income ETF | 3.45K | 0.01% |
Frequently asked questions
Who is the largest shareholder of Nuveen California AMT-Free Quality Municipal Income Fund?
Morgan Stanley is the largest institutional shareholder of NKX, owning 6.55% of shares outstanding (3.32M shares) as of its latest 13F filing.
What percentage of Nuveen California AMT-Free Quality Municipal Income Fund is owned by institutions?
Institutions own about 18.1% of NKX shares and 18.1% of the public float.
How much of Nuveen California AMT-Free Quality Municipal Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of NKX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.