DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN AMT FREE QLTY MUN INC (NEA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
300
Reporting holders
$644.1M
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +4.5%+$1.5M |
| 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 |
| Palogic Value Management, L.P. | $8.9M | 761,742 | 1.47% | 15q | +101.8%+$4.5M |
| Eagle Bluffs Wealth Management LLC | $8.6M | 732,015 | 2.89% | 19q | +7.9%+$633.0K |
| 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 | +9.6%+$499.4K |
| Cambridge Investment Research Advisors, Inc. | $5.6M | 474,084 | 0.01% | 31q | +97.6%+$2.7M |
| Cresta Advisors, Ltd. | $5.3M | 455,647 | 1.92% | 15q | +18.2%+$821.8K |
| Rockefeller Capital Management L.P. | $4.3M | 367,537 | 0.01% | 30q | -3.1%-$137.3K |
| Merit Financial Group, LLC | $4.3M | 362,233 | 0.03% | 11q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $3.7M | 312,483 | 0.01% | 31q | +6.9%+$236.4K |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $3.4M | 293,429 | 0.07% | 31q | -28.7%-$1.4M |
| COHEN & STEERS, INC. | $3.3M | 279,411 | 0.01% | 31q | -8.3%-$297.0K |
| 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 |
| 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% | 21q | +36.6%+$565.9K |
| 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% | 17q | -41.5%-$1.4M |
| 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 |
| CAPITAL & PLANNING, LLC | $1.6M | 132,325 | 0.80% | 7q | HELD |
| 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 |
| Corient Private Wealth LP | $1.3M | 114,656 | 0.00% | 15q | -13.1%-$202.5K |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $995.4K | 84,786 | 0.00% | 30q | -1.7%-$17.6K |
| 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 |
Showing the largest 100 of 300 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 107 | $85.2M | 8,557,301 | 13 | 25 | 16 | 0.0% |
| Q2 2026 | 300 | $644.1M | 54,869,933 | 25 | 86 | 73 | 0.0% |
| Q1 2026 | 305 | $601.8M | 53,569,304 | 40 | 102 | 68 | 0.0% |
| Q4 2025 | 295 | $640.2M | 55,087,785 | 31 | 99 | 73 | 0.0% |
| Q3 2025 | 288 | $655.4M | 58,597,992 | 16 | 95 | 80 | 0.0% |
| Q2 2025 | 305 | $724.3M | 66,283,639 | 25 | 102 | 74 | 0.0% |
| Q1 2025 | 318 | $831.9M | 74,241,632 | 31 | 99 | 89 | 0.0% |
| Q4 2024 | 327 | $947.8M | 83,864,776 | 35 | 87 | 87 | 0.0% |
| Q3 2024 | 310 | $1.1B | 88,758,478 | 40 | 100 | 66 | 0.0% |
| Q2 2024 | 306 | $1.2B | 102,160,848 | 25 | 86 | 91 | 0.0% |
| Q1 2024 | 320 | $1.4B | 121,985,667 | 38 | 92 | 79 | 0.0% |
| Q4 2023 | 310 | $1.2B | 110,350,354 | 44 | 75 | 87 | 0.0% |
| Q3 2023 | 285 | $912.8M | 93,966,305 | 23 | 80 | 82 | 0.0% |
| Q2 2023 | 292 | $940.1M | 86,005,049 | 25 | 84 | 70 | 0.0% |
| Q1 2023 | 293 | $905.2M | 81,458,729 | 31 | 85 | 80 | 0.0% |
| Q4 2022 | 297 | $839.4M | 73,808,855 | 39 | 73 | 86 | 0.0% |
| Q3 2022 | 286 | $1.3B | 125,930,348 | 21 | 79 | 69 | 0.0% |
| Q2 2022 | 303 | $1.6B | 138,531,950 | 45 | 71 | 83 | 0.0% |
| Q1 2022 | 298 | $2.0B | 154,068,445 | 34 | 70 | 76 | 0.0% |
| Q4 2021 | 308 | $2.8B | 180,056,455 | 30 | 84 | 52 | 0.0% |
| Q3 2021 | 288 | $3.0B | 199,974,362 | 24 | 70 | 64 | 0.0% |
| Q2 2021 | 292 | $2.7B | 174,178,067 | 28 | 84 | 46 | 0.0% |
| Q1 2021 | 280 | $2.3B | 156,880,527 | 32 | 91 | 65 | 0.0% |
| Q4 2020 | 280 | $2.3B | 151,687,583 | 30 | 78 | 42 | 0.0% |
| Q3 2020 | 251 | $2.4B | 166,433,292 | 19 | 71 | 47 | 0.0% |
| Q2 2020 | 237 | $1.8B | 126,526,868 | 19 | 60 | 58 | 0.0% |
| Q1 2020 | 253 | $2.7B | 195,931,759 | 33 | 70 | 58 | 0.0% |
| Q4 2019 | 246 | $2.9B | 203,169,521 | 30 | 82 | 43 | 0.0% |
| Q3 2019 | 217 | $2.6B | 182,701,026 | 18 | 70 | 49 | 0.0% |
| Q2 2019 | 215 | $1.9B | 141,098,253 | 19 | 64 | 43 | 0.0% |
| Q1 2019 | 221 | $1.9B | 144,451,591 | 25 | 57 | 42 | 0.0% |
| Q4 2018 | 219 | $1.6B | 127,028,349 | 3 | 2 | 4 | 0.0% |