Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q1 2024 (March 31)68holders
$12.15avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings. The largest holders were Morgan Stanley ($25.4M), Guggenheim Capital LLC ($11.8M) and Hennion & Walsh Asset Management, Inc. ($6.0M).
- Company
- Nuveen Ca Amt-FR Muni Inc.
- CUSIP
- 670651108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.6M |
| Exits | 8 | $1.5M |
Ownership 68 holders
| Morgan Stanley | 0.00% | Add +4.4% | 2,092,612 | $25.4M |
| Guggenheim Capital LLC | 0.08% | Add +10.3% | 974,833 | $11.8M |
| Hennion & Walsh Asset Management, Inc. | 0.32% | Reduce -8.4% | 497,914 | $6.0M |
| Advisors Asset Management, Inc. | 0.10% | Add +12.1% | 432,757 | $5.3M |
| Fiera Capital Corp | 0.01% | Reduce -20.0% | 415,197 | $5.0M |
| AQR Arbitrage LLC | 0.19% | Reduce -3.2% | 295,115 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -18.8% | 286,533 | $3.5M |
| Regatta Capital Group, LLC | 0.59% | No change | 215,570 | $2.6M |
| Blue Zone Wealth Advisors, LLC | 0.81% | Reduce -0.8% | 193,099 | $2.3M |
| Leisure Capital Management | 1.06% | Add +38.9% | 173,174 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -10.2% | 153,016 | $1.9M |
| Evoke Wealth, LLC | 0.05% | New | 151,104 | $1.8M |
| UBS Group AG | 0.00% | Add +7.1% | 143,190 | $1.7M |
| LPL Financial LLC | 0.00% | Add +74.0% | 136,085 | $1.7M |
| Logan Stone Capital, LLC | 0.30% | Reduce -28.3% | 113,231 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +81.0% | 104,469 | $1.3M |
| Napa Wealth Management | 0.63% | Reduce -0.0% | 98,977 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.1% | 83,150 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -12.2% | 81,125 | $986K |
| NINE MASTS CAPITAL Ltd | 0.67% | New | 78,893 | $959K |
| Myecfo, LLC | 0.55% | Reduce -3.1% | 77,600 | $943K |
| Raymond James & Associates | 0.00% | Reduce -10.5% | 70,239 | $853K |
| Allianz Asset Management GmbH | 0.00% | New | 70,100 | $852K |
| MKT Advisors LLC | 0.47% | Add +0.7% | 71,313 | $851K |
| Rareview Capital LLC | 0.78% | Add +0.1% | 64,875 | $788K |
| Diligent Investors, LLC | 0.17% | Add +0.1% | 54,915 | $667K |
| Apriem Advisors | 0.08% | No change | 51,439 | $625K |
| Bank of New York Mellon Corp | 0.00% | New | 44,717 | $543K |
| Cetera Investment Advisers | 0.00% | Add +56.7% | 41,252 | $501K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 38,692 | $470K |
| Royal Bank of Canada | 0.00% | Add +25.3% | 37,698 | $458K |
| Bank of America Corp. | 0.00% | Add +8.8% | 37,537 | $456K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 35,865 | $436K |
| Pacific Wealth Strategies Group, Inc. | 0.34% | Reduce -1.2% | 33,095 | $402K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +95.4% | 32,757 | $398K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 28,162 | $374K |
| Lazari Capital Management, Inc. | 0.19% | No change | 28,761 | $349K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.0% | 25,230 | $296K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -8.0% | 23,696 | $288K |
| Strait & Sound Wealth Management LLC | 0.15% | No change | 21,968 | $263K |
| Cerity Partners LLC | 0.00% | No change | 22,046 | $257K |
| Creative Planning | 0.00% | Add +0.3% | 20,834 | $253K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.6% | 20,673 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,500 | $237K |
| Ehrlich Financial Group | 0.19% | Reduce -10.3% | 18,510 | $225K |
| Core Wealth Partners LLC | 0.17% | No change | 18,425 | $224K |
| Snowden Capital Advisors LLC | 0.01% | New | 18,039 | $220K |
| Janney Montgomery Scott LLC | 0.00% | No change | 17,138 | $208K |
| Pure Financial Advisors, LLC | 0.01% | No change | 17,094 | $208K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.2% | 16,950 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.1% | 14,504 | $177K |
| Camelot Technology Advisors, Inc. | 0.16% | No change | 14,501 | $176K |
| Mutual Advisors, LLC | 0.01% | No change | 13,984 | $170K |
| Nomura Holdings Inc. | 0.00% | Add +38.8% | 13,878 | $169K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 13,650 | $166K |
| Simon Quick Advisors, LLC | 0.01% | Add +16.6% | 13,126 | $159K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 12,109 | $147K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -75.2% | 10,327 | $125K |
| FLC Capital Advisors | 0.03% | New | 10,000 | $122K |
| JPMorgan Chase & Co. | 0.00% | New | 4,699 | $57K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $36K |
| Comerica Bank | 0.00% | Reduce -51.2% | 3,000 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +864.6% | 3,000 | $36K |
| UMB Bank, n.a. | 0.00% | Reduce -21.3% | 1,810 | $22K |
| FNY Investment Advisers, LLC | 0.01% | New | 900 | $10K |
| Westside Investment Management, Inc. | 0.00% | Reduce -50.0% | 334 | $4K |
| Whittier Trust Co. | 0.00% | No change | 200 | $2K |
| Citigroup Inc. | 0.00% | No change | 3 | $36 |
"% of holder's portfolio" is XNCMX's weight in each manager's 13F, not the share of Nuveen Ca Amt-FR Muni Inc. the manager owns.