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Disclosery

XNEAX NUVEEN AMT FREE QLTY MUN INC

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COM (fund)

321 managers (324 13F filers) reported a position in XNEAX shares at 2024-12-31, 83,741,159 shares in all. 35 filers opened a position and 37 filers sold out during the quarter.

Managers
321
13F filers
324
New
35
Added
94
Reduced
90
Sold out
37
Shares held by filers
83,741,159

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
Karpus Management, Inc.10,748,433$121M3.59%-4,083,97013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,454,713$107M0.01%-400,90513F-HR/ATimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC5,495,631$62M2.98%-1,331,65413F-HRTimeline
Bramshill Investments, LLC4,356,813$49.1M7.72%+939,94813F-HRTimeline
MacKay Shields LLC4,041,001$45.6M1.34%+36,98113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,997,374$33.8M0.01%+1,349,19513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,500,710$28.2M0.64%-1,351,05713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,062,421$23.3M0.01%13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,950,000$22M<0.01%+200,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,714,432$19.3M<0.01%-35,35313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,643,217$18.5M0.84%+18,45113F-HRTimeline
HighTower Advisors, LLC1,561,283$17.6M0.02%+37,71213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,551,775$17.5M<0.01%+115,01513F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,549,352$17.5M0.02%-8,04913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,396,694$15.8M0.07%-630,81713F-HRTimelineGroup
McGowan Group Asset Management, Inc.1,119,056$12.6M1.69%+187,06813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,108,346$12.5M0.1%-22,05413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,086,534$12.3M<0.01%+77,33213F-HRTimelineGroup
Congress Park Capital LLC1,071,500$12.1M4.39%-7,50013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,064,293$12M0.02%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP961,174$10.8M0.01%+123,88313F-HRTimelineGroup
LPL Financial LLC866,385$9.77M<0.01%+92,68913F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC863,379$9.74M3.93%-301,63013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC675,396$7.62M0.01%-259,08013F-HRTimeline
GILL CAPITAL PARTNERS, LLC658,587$7.43M2.66%+49,87913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC644,434$7.27M3.23%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding603,446$6.81M+13,136Timeline
Advisors Asset Management, Inc.569,663$6.43M0.12%+10,96613F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp482,603$5.44M0.02%+8,51513F-HRTimelineGroup
Barry Investment Advisors, LLC455,957$5.14M1.65%-5,32613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.416,711$4.7M0.01%+5,00013F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC396,772$4.48M2.4%+19,04513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…396,011$4.47M0.01%-25,48013F-HRTimelineGroup
Capital Investment Advisors, LLC390,926$4.41M0.09%-4,37413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC388,457$4.38M<0.01%-30,59513F-HRTimelineGroup
Mesirow Financial Investment Management…386,400$4.36M0.09%013F-HRTimeline
PenderFund Capital Management Ltd.265,000$4.3M0.92%-250,00013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC343,633$3.88M0.05%-35,90413F-HRTimeline
Cresta Advisors, Ltd.323,786$3.88M2.03%013F-HRTimeline
Cetera Investment Advisers310,880$3.51M0.01%+40,47413F-HRTimeline
CURA WEALTH ADVISORS, LLC300,608$3.39M1.5%13F-HRTimeline
Dakota Wealth Management300,060$3.38M0.08%-142,37313F-HRTimeline
Merit Financial Group, LLC283,751$3.2M0.06%+155,01213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…267,782$3.02M<0.01%-9,77713F-HRTimelineGroup
Cambridge Investment Research Advisors,…256,741$2.9M0.01%-265,29213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP251,121$2.83M<0.01%-109,13413F-HRTimelineGroup
EVOKE WEALTH, LLC247,089$2.79M0.08%+37,00013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…246,467$2.78M0.28%-45,00013F-HRTimeline
Rareview Capital LLC231,765$2.77M2.01%+9,63913F-HRTimeline
KIM, LLC243,700$2.75M0.39%013F-HRTimeline
Broyhill Asset Management, LLC233,582$2.63M2.32%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.232,553$2.62M0.14%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,859$2.57M0.01%-32,57613F-HR/ATimelineGroup
Janney Montgomery Scott LLC220,033$2.48M0.01%+46,62013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC217,980$2.46M0.02%+6713F-HRTimelineGroup
Melone Private Wealth, LLC217,498$2.45M1.27%+3,56513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…215,089$2.43M<0.01%-161,76113F-HRTimelineGroup
Indiana Trust & Investment Management Co213,000$2.4M0.82%013F-HRTimeline
Palogic Value Management, L.P.208,943$2.36M0.94%+54,75013F-HR/ATimeline
NorthCoast Asset Management LLC204,407$2.31M0.01%-102,81313F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding202,903$2.29M+187,439Timeline
Leo Wealth, LLC198,072$2.23M0.2%+4,04213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.185,275$2.09M<0.01%+20,34813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding181,481$2.05M-54,858Timeline
BAYSHORE ASSET MANAGEMENT, LLC177,865$2.01M0.92%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC177,512$2M0.13%+1,34013F-HRTimeline
Waverly Advisors, LLC170,342$1.92M0.03%+15,79013F-HRTimeline
Gridiron Partners, LLC169,878$1.92M1.21%013F-HRTimeline
Tyche Wealth Partners LLC163,214$1.84M0.39%+58413F-HRTimeline
NewEdge Advisors, LLC163,162$1.84M0.01%-8,39113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC162,015$1.83M0.01%-17313F-HRTimelineGroup
Steward Partners Investment Advisory, L…161,577$1.82M0.02%+30,56313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…160,110$1.81M0.61%+89213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.157,611$1.78M<0.01%-42,14913F-HRTimelineGroup
IBEX WEALTH ADVISORS146,539$1.65M0.19%new13F-HRTimeline
Essential Planning, LLC.139,880$1.63M0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd141,394$1.59M0.03%+88,39413F-HRTimelineGroup
Modern Wealth Management, LLC140,534$1.59M0.06%+124,15813F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC140,385$1.58M0.05%+11,01513F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…135,601$1.53M0.09%-71,49113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP134,032$1.51M<0.01%+11,11913F-HRTimelineGroup
IFC Advisors LLC132,597$1.5M0.33%13F-HRTimeline
PETRA FINANCIAL ADVISORS INC128,539$1.45M0.99%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC127,062$1.43M<0.01%-230,84513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC126,026$1.42M<0.01%+25,27513F-HRTimelineGroup
Kercheville Advisors, LLC124,059$1.4M0.54%+6,52613F-HRTimeline
JFS WEALTH ADVISORS, LLC122,448$1.38M0.09%+10713F-HRTimeline
WESBANCO BANK INC113,635$1.28M0.04%-3,37613F-HRTimeline
CAPITAL & PLANNING, LLC112,010$1.26M0.92%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,964$1.25M<0.01%+29,75713F-HR/ATimeline
Creative Planningin group Creative Planning110,852$1.25M<0.01%+82,17113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC109,591$1.24M0.02%-8,78913F-HRTimeline
NewEdge Wealth, LLC109,250$1.23M0.02%+47,20013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC108,500$1.22M0.34%013F-HRTimeline
Avior Wealth Management, LLC103,015$1.16M0.04%+3,87913F-HRTimeline
Breakwater Capital Group101,518$1.15M0.23%+15,26013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…97,184$1.1M0.12%new13F-HRTimelineGroup
NWF Advisory Services Inc.92,822$1.05M0.15%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC92,787$1.05M0.07%+2,28013F-HRTimelineGroup
Prospera Financial Services Inc91,274$1.03M0.02%+5813F-HRTimeline
Tortoise Investment Management, LLC91,065$1.03M0.11%-68,01313F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC87,971$992K0.09%-1,81213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS84,802$957K<0.01%-10,75113F-HRTimeline
DAVENPORT & Co LLC83,042$937K0.01%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC77,963$879K0.7%13F-HRTimeline
CHOREO, LLC76,120$851K0.01%-7,04013F-HRTimeline
North Ground Capital75,000$846K0.91%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,469$806K<0.01%-6,97413F-HRTimeline
GeoWealth Management, LLC71,230$803K0.03%+8,91313F-HRTimeline
GC Wealth Management RIA, LLC71,230$803K0.14%+8,91313F-HRTimeline
Whipplewood Advisors, LLC70,243$792K0.45%13F-HRTimeline
Arkos Global Advisors67,851$765K0.11%-8,04213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,815$765K<0.01%new13F-HRTimelineGroup
Bard Financial Services, Inc.65,000$733K0.09%013F-HRTimeline
FLC Capital Advisors64,796$731K0.17%+29,22013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,377$636K0.01%-31,09613F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.55,627$627K0.08%+1,30013F-HRTimeline
Atria Wealth Solutions, Inc.55,483$626K0.01%-170,00513F-HRTimeline
Altus Wealth Group LLC53,688$606K0.27%-1,93413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC53,644$605K0.23%+13,14013F-HRTimeline
Independent Advisor Alliance53,393$602K0.01%new13F-HRTimeline
Rothschild Wealth LLC52,096$588K0.17%013F-HRTimeline
Sanctuary Advisors, LLC51,381$582K<0.01%-15,24213F-HRTimeline
MYECFO, LLC51,400$580K0.31%-3,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management46,524$525K0.02%+4,53113F-HRTimelineGroup
Private Advisor Group, LLC45,217$510K<0.01%-41,15113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\44,536$502K<0.01%+1,85013F-HRTimelineGroup
bLong Financial, LLC44,344$500K0.41%13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC43,634$492K0.12%+4,21113F-HRTimeline
RIVERBRIDGE PARTNERS LLC42,072$475K0.01%-86,00213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP41,747$471K<0.01%+5,33313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,425$467K0.01%+16,99113F-HRTimelineGroup
TrinityPoint Wealth, LLC40,602$458K0.06%+5413F-HRTimeline
Sowell Financial Services LLC40,099$452K0.02%new13F-HRTimeline
Rock Point Advisors, LLC39,930$450K0.13%-19013F-HRTimeline
Wealthspire Advisors, LLC37,035$418K<0.01%+15,14413F-HRTimeline
Noble Wealth Management PBC34,600$390K0.27%13F-HRTimeline
Realta Investment Advisors33,779$387K0.16%013F-HRTimeline
COMERICA BANK33,747$381K<0.01%-4,78813F-HR/ATimeline
Glen Eagle Advisors, LLC33,270$375K0.06%+49013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,955$372K<0.01%+1,08513F-HRTimelineGroup
Mayflower Financial Advisors, LLC32,689$369K0.06%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC31,213$352K0.14%+16,30013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,744$347K<0.01%-192,33713F-HRTimelineGroup
Moloney Securities Asset Management, LLC29,934$338K0.05%+3,68413F-HRTimeline
Venture Visionary Partners LLC29,876$337K0.01%013F-HR/ATimeline
Family Capital Management, Inc.29,407$332K0.2%013F-HRTimeline
Successful Portfolios LLC29,059$328K0.22%013F-HRTimeline
Financial Engines Advisors L.L.C.28,833$325K<0.01%+7,98313F-HRTimeline
Concorde Asset Management, LLC27,906$315K0.16%new13F-HRTimeline
CoreCap Advisors, LLC27,887$315K0.01%-1,76513F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,399$309K<0.01%013F-HRTimeline
Advisory Services Network, LLC27,031$305K0.01%+7,53413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,959$304K0.01%+50813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,848$303K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,514$299K<0.01%-9,26813F-HRTimeline
Element Wealth, LLC25,369$286K0.15%-9,37313F-HRTimeline
&PARTNERS24,693$283K<0.01%+11,97213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,823$280K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,779$280K<0.01%+10,53813F-HRTimelineGroup
Mystic Asset Management, Inc.24,666$278K0.07%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,644$278K<0.01%-2,48113F-HRTimelineGroup
Arete Wealth Advisors, LLC24,006$271K0.02%-6,76613F-HRTimeline
Orange Investment Advisors, Inc.23,870$269K0.03%013F-HRTimeline
Aberdeen Wealth Management LLC23,554$266K0.18%new13F-HRTimeline
Schechter Investment Advisors, LLC23,236$262K0.02%-14813F-HRTimeline
Leisure Capital Management22,516$254K0.1%013F-HRTimeline
Good Life Advisors, LLC22,399$253K0.02%-40313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,270$251K0.01%+9313F-HRTimelineGroup
Founders Financial Alliance, LLC22,156$250K0.07%+6,31713F-HRTimeline
MML INVESTORS SERVICES, LLC22,076$249K<0.01%-3,45013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP21,855$247K0.03%+37013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…21,855$247K<0.01%-13,83113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…21,770$246K0.04%-13,61713F-HRTimeline
Summit Financial Wealth Advisors, LLC21,400$244K0.05%-2,00013F-HRTimeline
BOKF, NAin group BOKF, NA21,500$242K<0.01%013F-HRTimelineGroup
Sigma Planning Corp21,441$242K0.01%+12013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,027$237K0.01%+8,00913F-HRTimeline
Pointe Capital Management LLC21,015$237K0.14%-1,01013F-HR/ATimeline
Fortitude Advisory Group L.L.C.20,194$228K0.14%013F-HRTimeline
IHT Wealth Management, LLC19,626$221K0.01%-1,64413F-HRTimeline
SHUFRO ROSE & CO LLC19,500$220K0.02%013F-HRTimeline
PRIVATE TRUST CO NA19,207$217K0.02%-3,96613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…19,121$216K0.11%+1613F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD19,000$214K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC19,000$214K0.02%new13F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.18,982$214K0.14%013F-HRTimeline
RWA WEALTH PARTNERS, LLC18,694$211K<0.01%013F-HRTimeline
Mezzasalma Advisors, LLC18,478$208K0.07%new13F-HRTimeline
MBA Advisors LLC18,400$208K0.11%013F-HRTimeline
NOVUS ADVISORS, LLC18,163$205K0.2%13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT17,711$200K0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC17,571$198K0.01%-79513F-HRTimeline
PFG Advisors17,300$195K0.01%-3,70013F-HRTimeline
Ferguson Shapiro LLC16,983$192K0.07%+41713F-HRTimeline
Moors & Cabot, Inc.16,729$189K0.01%-34913F-HRTimeline
ALTFEST L J & CO INC16,723$189K0.02%-16,56113F-HRTimeline
SIMON QUICK ADVISORS, LLC16,566$187K0.01%+93213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,521$186K0.04%-393,81813F-HRTimeline
AE Wealth Management LLC16,304$184K<0.01%013F-HRTimeline