nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure. in partnership with advisors and consultants, we create outcome-focused solutions that help investors achieve a more secure financial future. recognized as a leader in income generation, alternative investments and responsible investing, nuveen has award-winning capabilities that span both public and private asset classes. our investment approach is fueled by diversity of thought and a network of specialized investment teams with independent processes and best-in-class expertise.as the investment manager of tiaa, we honor a 100-plus year legacy of service and innovation based on enduring principles established by john nuveen and andrew carnegie. inspired by their vision, backed by size and scale, and empowered by private ownership, we are uniquely positioned to contribute mea
Company profile
Ticker
NKX
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Former names
NUVEEN CALIFORNIA AMT-FREE MUNICIPAL INCOME FUND, NUVEEN INSURED CALIFORNIA TAX FREE ADVANTAGE MUNICIPAL FUND
SEC CIK
IRS number
30487017
NKX stock data
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
6 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Nov 23
DEF 14A
Definitive proxy
2 Nov 23
8-K
Departure of Directors or Certain Officers
13 Oct 23
N-PX
Annual report of proxy voting record
21 Aug 23
N-CEN
Annual report (registered investment company)
15 May 23
CORRESP
Correspondence with SEC
9 May 23
N-CSR
Certified annual shareholder report (management investment company)
5 May 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Nov 22
DEF 14A
Definitive proxy
7 Oct 22
Latest ownership filings
3
Mary Beth Ramsay
11 Mar 24
3
James N Nelson III
8 Mar 24
NPORT-P
Nuveen California AMT-Free Quality Municipal Income Fund (Nov 2023 report)
25 Jan 24
3
LOREN M STARR
11 Jan 24
3
THOMAS J KENNY
11 Jan 24
3
Michael A Forrester
11 Jan 24
3
Joseph A Boateng
11 Jan 24
NPORT-P
Nuveen California AMT-Free Quality Municipal Income Fund (Aug 2023 report)
27 Oct 23
3
Kristen Dejong
16 Oct 23
NPORT-P
Nuveen California AMT-Free Quality Municipal Income Fund (May 2023 report)
26 Jul 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen California AMT-Free Quality Municipal Income Fund | – | 1.55 | 0.16 | -2.05 | 1.04 bn | 215 | Aug 2023 |
Institutional ownership, Q3 2023
15.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 61 |
Opened positions | 5 |
Closed positions | 8 |
Increased positions | 18 |
Reduced positions | 20 |
13F shares | Current |
---|---|
Total value | 74.93 bn |
Total shares | 7.44 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 1.88 mm | $19.33 bn |
Guggenheim Capital | 812.87 k | $8.34 bn |
Hennion & Walsh Asset Management | 532.82 k | $5.47 bn |
WFC Wells Fargo & Co. | 498.56 k | $5.12 bn |
Advisors Asset Management | 361.94 k | $3.71 bn |
UBS UBS Group AG - Registered Shares | 349.73 k | $3.59 bn |
CNH Partners | 290.07 k | $2.98 bn |
Logan Stone Capital | 253.79 k | $2.60 bn |
Regatta Capital | 218.98 k | $2.25 bn |
Blue Zone Wealth Advisors | 198.86 k | $2.04 bn |