Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q2 2024 (June 30)64holders −4
4new positions
9sold out
$12.52avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, down 4 from Q1 2024. 4 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($26.1M), Guggenheim Capital LLC ($13.6M) and Hennion & Walsh Asset Management, Inc. ($5.9M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $154K |
| Exits | 9 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 260,709 shares bought and 913,214 shares sold, net −652,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Reduce -0.4% | 2,083,488 | $26.1M |
| Guggenheim Capital LLC | 0.10% | Add +11.4% | 1,085,570 | $13.6M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Reduce -5.6% | 470,146 | $5.9M |
| Advisors Asset Management, Inc. | 0.11% | Add +5.3% | 455,920 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +18.8% | 340,498 | $4.3M |
| Fiera Capital Corp | 0.01% | Reduce -32.5% | 280,443 | $3.5M |
| Regatta Capital Group, LLC | 0.58% | No change | 215,570 | $2.7M |
| Leisure Capital Management | 1.05% | Add +4.5% | 180,942 | $2.3M |
| AQR Arbitrage LLC | 0.10% | Reduce -41.2% | 173,617 | $2.2M |
| UBS Group AG | 0.00% | Add +21.0% | 173,230 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -3.0% | 148,503 | $1.9M |
| Blue Zone Wealth Advisors, LLC | 0.63% | Reduce -24.2% | 146,396 | $1.8M |
| LPL Financial LLC | 0.00% | Add +1.7% | 138,385 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 106,484 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +0.1% | 83,198 | $1.0M |
| Myecfo, LLC | 0.55% | Reduce -1.0% | 76,838 | $961K |
| MKT Advisors LLC | 0.45% | Add +0.4% | 71,606 | $914K |
| Raymond James & Associates | 0.00% | Add +3.9% | 72,962 | $913K |
| Allianz Asset Management GmbH | 0.00% | No change | 70,100 | $877K |
| Napa Wealth Management | 0.59% | Reduce -29.9% | 69,372 | $868K |
| Rareview Capital LLC | 0.78% | Add +0.1% | 64,913 | $812K |
| Apriem Advisors | 0.09% | Add +9.7% | 56,439 | $706K |
| NINE MASTS CAPITAL Ltd | 0.30% | Reduce -31.8% | 53,810 | $673K |
| Royal Bank of Canada | 0.00% | Add +6.1% | 40,010 | $501K |
| Bank of America Corp. | 0.00% | Add +3.3% | 38,783 | $485K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.3% | 36,314 | $454K |
| Diligent Investors, LLC | 0.10% | Reduce -39.9% | 33,000 | $413K |
| Pacific Wealth Strategies Group, Inc. | 0.34% | Reduce -0.9% | 32,798 | $410K |
| Cetera Investment Advisers | 0.00% | Reduce -21.2% | 32,519 | $407K |
| Lazari Capital Management, Inc. | 0.16% | No change | 28,761 | $360K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +10.1% | 26,096 | $326K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.0% | 25,233 | $319K |
| Cerity Partners LLC | 0.00% | No change | 22,046 | $276K |
| Strait & Sound Wealth Management LLC | 0.14% | No change | 21,968 | $275K |
| Evoke Wealth, LLC | 0.39% | Reduce -85.9% | 21,312 | $268K |
| Pure Financial Advisors, LLC | 0.01% | Add +22.3% | 20,909 | $262K |
| Creative Planning | 0.00% | Add +0.3% | 20,891 | $261K |
| Bank of Montreal | 0.00% | Reduce -34.4% | 18,487 | $243K |
| Ehrlich Financial Group | 0.18% | Add +0.1% | 18,533 | $232K |
| Core Wealth Partners LLC | 0.16% | No change | 18,425 | $230K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -45.8% | 17,757 | $222K |
| Janney Montgomery Scott LLC | 0.00% | No change | 17,138 | $214K |
| Perigon Wealth Management, LLC | 0.01% | No change | 16,950 | $212K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.0% | 15,689 | $198K |
| D.A. Davidson & Co. | 0.00% | Reduce -26.2% | 15,261 | $191K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,504 | $183K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 14,501 | $181K |
| Mutual Advisors, LLC | 0.01% | No change | 13,984 | $177K |
| Nomura Holdings Inc. | 0.00% | No change | 13,878 | $174K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 13,650 | $171K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,514 | $132K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.5% | 10,383 | $130K |
| FLC Capital Advisors | 0.03% | No change | 10,000 | $125K |
| Osaic Holdings, Inc. | 0.00% | Reduce -78.0% | 8,518 | $107K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $38K |
| Comerica Bank | 0.00% | No change | 3,000 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $38K |
| UMB Bank, n.a. | 0.00% | Reduce -35.9% | 1,161 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 1,000 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 536 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 334 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 208 | $3K |
| Whittier Trust Co. | 0.00% | No change | 200 | $3K |
| Citigroup Inc. | 0.00% | No change | 3 | $38 |
"% 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.