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Disclosery

XNCMX NUVEEN CALIF AMT FREE MUNI I

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COM (fund)

65 managers (65 13F filers) reported a position in XNCMX shares at 2024-12-31, 7,339,210 shares in all. 3 filers opened a position and 9 filers sold out during the quarter.

Managers
65
13F filers
65
New
3
Added
23
Reduced
14
Sold out
9
Shares held by filers
7,339,210

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,362,403$29.9M<0.01%+135,77713F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC977,148$12.4M0.1%-164,08713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN385,176$4.87M<0.01%+33,02513F-HRTimelineGroup
Advisors Asset Management, Inc.374,357$4.73M0.09%-109,14813F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.312,720$3.95M0.18%-141,62713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp269,429$3.41M0.01%+1,90013F-HRTimelineGroup
UBS Group AGin group UBS Group AG221,941$2.81M<0.01%+10,89613F-HRTimelineGroup
DKM Wealth Management, Inc.212,592$2.69M2.55%13F-HRTimeline
LPL Financial LLC200,761$2.54M<0.01%+36,72513F-HRTimeline
Mariner, LLCin group Mariner, LLC175,310$2.22M<0.01%-30413F-HRTimelineGroup
EVOKE WEALTH, LLC150,458$1.9M0.05%+58913F-HRTimeline
Leisure Capital Management148,157$1.87M0.73%-27,83113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,571$1.44M<0.01%+11,03013F-HRTimelineGroup
WEDBUSH SECURITIES INC97,562$1.23M0.04%+6,49913F-HRTimeline
Blue Zone Wealth Advisors, LLC92,943$1.17M0.34%-6,96413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,039$1.14M<0.01%13F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT73,155$925K0.4%-26,04313F-HRTimeline
MKT Advisors LLC71,643$907K0.4%013F-HRTimeline
MYECFO, LLC71,638$906K0.49%-1,80013F-HRTimeline
Rareview Capital LLC65,305$887K0.64%+39213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,100$886K<0.01%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC52,231$665K0.19%+10,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,078$646K<0.01%+11,49013F-HRTimelineGroup
Apriem Advisors41,907$530K0.06%-13,73213F-HRTimeline
NWF Advisory Services Inc.41,753$528K0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC34,747$439K0.01%-1,55213F-HRTimeline
Diligent Investors, LLC33,274$421K0.1%+15813F-HRTimeline
Cetera Investment Advisers30,644$387K<0.01%-3,33113F-HRTimeline
Pacific Wealth Strategies Group, Inc.30,149$381K0.26%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.28,761$364K0.14%013F-HRTimeline
Van Hulzen Asset Management, LLC28,521$361K0.03%+2,52713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,267$357K<0.01%-10,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC28,022$354K<0.01%-1,32213F-HRTimelineGroup
Cypress Wealth Services, LLC26,989$341K0.07%new13F-HRTimeline
Castle Rock Wealth Management, LLC25,249$322K0.08%+913F-HRTimeline
Strait & Sound Wealth Management LLC21,968$278K0.13%013F-HRTimeline
Creative Planningin group Creative Planning21,074$266K<0.01%+10513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,299$244K<0.01%+66013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP19,116$242K0.17%+53713F-HRTimeline
Core Wealth Partners LLC18,425$233K0.13%013F-HRTimeline
FLC Capital Advisors17,850$226K0.05%+7,85013F-HRTimeline
Snowden Capital Advisors LLC17,586$222K0.01%+1,73913F-HRTimeline
Janney Montgomery Scott LLC17,138$217K<0.01%013F-HRTimeline
Pure Financial Advisors, LLC17,094$216K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC16,950$215K0.01%013F-HRTimeline
LifeGoal Investments, LLC16,140$204K0.22%13F-HRTimeline
D.A. DAVIDSON & CO.15,891$201K<0.01%+63013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,650$185K<0.01%+1,00013F-HR/ATimeline
Atria Wealth Solutions, Inc.14,504$183K<0.01%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.14,501$183K0.17%013F-HRTimeline
Mutual Advisors, LLC13,984$178K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,492$145K<0.01%+5,07913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,844$137K<0.01%+15613F-HRTimeline
PRIVATE TRUST CO NA9,000$114K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,722$47K<0.01%013F-HRTimeline
COMERICA BANK3,000$37.9K<0.01%013F-HR/ATimeline
Allworth Financial LP3,000$37.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,064$26.1K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.615$7.81K<0.01%-20813F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.536$6.78K0.01%013F-HRTimeline
Westside Investment Management, Inc.334$4.22K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.230$2.91K<0.01%13F-HRTimeline
WHITTIER TRUST CO200$2.53K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3$38<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.