NKXNYSEFiscal year ends February 28
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND
$10.72−0.13 (-1.20%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
10M
Shares held, 13F filers
Institutional holders
84
13 new, 9 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Morgan Stanley | 2,438,070 | 5.10% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NKX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 3,318,107 | – | $41.58M | +74,365 | 0.00% |
| Advisors Asset Management, Inc. | 1,240,864 | – | $15.55M | +164,851 | 0.24% |
| Guggenheim Capital LLC | 1,116,107 | – | $13.98M | +41,448 | 0.09% |
| Wells Fargo & Company/Mn | 529,470 | – | $6.63M | −37,428 | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 427,631 | – | $5.36M | +77,419 | 0.15% |
| LPL Financial LLC | 305,531 | – | $3.83M | +19,197 | 0.00% |
| Northwestern Mutual Wealth Management Co | 296,330 | – | $3.71M | +6,330 | 0.00% |
| UBS Group AG | 232,754 | – | $2.92M | −7,471 | 0.00% |
| DKM Wealth Management, Inc. | 212,592 | – | $2.66M | – | 1.74% |
| MAI Capital Management | 132,000 | – | $1.66M | +102,000 | 0.01% |
| Raymond James Financial Inc | 111,837 | – | $1.40M | +9,602 | 0.00% |
| Bank Of America Corp /De/ | 107,606 | – | $1.35M | +51,099 | 0.00% |
| Ameriprise Financial Inc | 102,283 | – | $1.28M | −2,971 | 0.00% |
| Integrated Wealth Concepts LLC | 96,653 | – | $1.21M | +41,614 | 0.01% |
| Wedbush Securities Inc | 79,581 | – | $997 | +2,652 | 0.03% |
| Jane Street Group, LLC | 74,710 | – | $936.12K | +42,251 | 0.00% |
| Private Advisor Group, LLC | 73,594 | – | $922.14K | New | 0.00% |
| Allianz Asset Management GmbH | 70,100 | – | $878.35K | – | 0.00% |
| J.W. Cole Advisors, Inc. | 66,000 | – | $826.98K | New | 0.01% |
| D.A. Davidson & Co. | 64,841 | – | $812.46K | +4,050 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | 10M | 13 / 30 | 10 / 9 | 1M | 0M |
| Q1 2026 | 80 | 9M | 18 / 23 | 13 / 3 | 1M | 0M |
| Q4 2025 | 66 | 9M | 8 / 26 | 7 / 6 | 1M | 0M |
| Q3 2025 | 65 | 8M | 7 / 25 | 9 / 10 | 1M | 0M |
| Q2 2025 | 68 | 7M | 9 / 20 | 17 / 6 | 1M | 0M |
| Q1 2025 | 66 | 7M | 8 / 16 | 18 / 7 | 0M | 1M |
| Q4 2024 | 65 | 7M | 8 / 24 | 14 / 8 | 1M | 1M |
| Q3 2024 | 67 | 8M | 5 / 24 | 17 / 2 | 1M | 0M |
| Q2 2024 | 64 | 7M | 4 / 21 | 19 / 8 | 0M | 5M |
| Q1 2024 | 68 | 12M | 8 / 21 | 24 / 7 | 3M | 0M |
| Q4 2023 | 67 | 10M | 13 / 20 | 21 / 6 | 3M | 1M |
| Q3 2023 | 61 | 7M | 5 / 18 | 20 / 7 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NKX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Amplify Municipal CEF High Income ETF | 3,450 | – | $43.23K | 3.56% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Joseph Castro | EVP, Chief Risk & Compliance | – | Feb 23, 2026 |
| Robert Tanner Page | VP and Treasurer | – | Oct 29, 2025 |
| Marc Cardella | VP and Controller | – | Dec 2, 2024 |
| Margot Kleinman | – | – | Sep 3, 2026 |
| Parth Doshi | – | – | Aug 31, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Inc Citigroup 10% owner | Oct 7, 2016 | Sale | −160 | $100000.00 | $16.00M | 0 |
| Inc Citigroup 10% owner | Sep 13, 2016 | Sale | −315 | $100000.00 | $31.50M | 160 |
| Inc Citigroup 10% owner | Sep 12, 2016 | Buy | +315 | $100000.00 | $31.50M | 475 |
| Inc Citigroup 10% owner | Oct 22, 2014 | Sale | −59 | $100000.00 | $5.90M | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.