Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q4 2024 (December 31)65holders −2
3new positions
8sold out
$12.65avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, down 2 from Q3 2024. 3 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($29.9M), Guggenheim Capital LLC ($12.4M) and Wells Fargo & Company ($4.9M).
- Company
- Nuveen Ca Amt-FR Muni Inc.
- CUSIP
- 670651108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $983K |
| Exits | 8 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 360,840 shares bought and 841,764 shares sold, net −480,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +6.1% | 2,362,403 | $29.9M |
| Guggenheim Capital LLC | 0.10% | Reduce -14.4% | 977,148 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 385,176 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -22.6% | 374,357 | $4.7M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -31.2% | 312,720 | $4.0M |
| Fiera Capital Corp | 0.01% | Add +0.7% | 269,429 | $3.4M |
| UBS Group AG | 0.00% | Add +5.2% | 221,941 | $2.8M |
| DKM Wealth Management, Inc. | 2.55% | — | 212,592 | $2.7M |
| LPL Financial LLC | 0.00% | Add +22.4% | 200,761 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 175,310 | $2.2M |
| Evoke Wealth, LLC | 0.05% | Add +0.4% | 150,458 | $1.9M |
| Leisure Capital Management | 0.73% | Reduce -15.8% | 148,157 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 113,571 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +7.1% | 97,562 | $1.2M |
| Blue Zone Wealth Advisors, LLC | 0.34% | Reduce -7.0% | 92,943 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 90,039 | $1.1M |
| Napa Wealth Management | 0.40% | Reduce -26.3% | 73,155 | $925K |
| MKT Advisors LLC | 0.40% | No change | 71,643 | $907K |
| Myecfo, LLC | 0.49% | Reduce -2.5% | 71,638 | $906K |
| Rareview Capital LLC | 0.64% | Add +0.6% | 65,305 | $887K |
| Allianz Asset Management GmbH | 0.00% | No change | 70,100 | $886K |
| Bridgewealth Advisory Group, LLC | 0.19% | Add +24.0% | 52,231 | $665K |
| Royal Bank of Canada | 0.00% | Add +29.0% | 51,078 | $646K |
| Apriem Advisors | 0.06% | Reduce -24.7% | 41,907 | $530K |
| NWF Advisory Services Inc. | 0.08% | New | 41,753 | $528K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.3% | 34,747 | $439K |
| Diligent Investors, LLC | 0.10% | Add +0.5% | 33,274 | $421K |
| Cetera Investment Advisers | 0.00% | Reduce -9.8% | 30,644 | $387K |
| Pacific Wealth Strategies Group, Inc. | 0.27% | No change | 30,149 | $381K |
| Lazari Capital Management, Inc. | 0.14% | No change | 28,761 | $364K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +9.7% | 28,521 | $361K |
| Bank of America Corp. | 0.00% | Reduce -26.1% | 28,267 | $357K |
| Cerity Partners LLC | 0.00% | Reduce -4.5% | 28,022 | $354K |
| Cypress Wealth Services, LLC | 0.07% | New | 26,989 | $341K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.0% | 25,249 | $322K |
| Western Wealth Management, LLC | 0.02% | Add +19.9% | 25,446 | $322K |
| Strait & Sound Wealth Management LLC | 0.13% | No change | 21,968 | $278K |
| Creative Planning | 0.00% | Add +0.5% | 21,074 | $266K |
| Bank of Montreal | 0.00% | Add +3.5% | 19,299 | $244K |
| Ehrlich Financial Group | 0.17% | Add +2.9% | 19,116 | $242K |
| Core Wealth Partners LLC | 0.13% | No change | 18,425 | $233K |
| FLC Capital Advisors | 0.05% | Add +78.5% | 17,850 | $226K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.0% | 17,586 | $222K |
| Janney Montgomery Scott LLC | 0.00% | No change | 17,138 | $217K |
| Pure Financial Advisors, LLC | 0.00% | No change | 17,094 | $216K |
| Perigon Wealth Management, LLC | 0.01% | No change | 16,950 | $215K |
| LifeGoal Investments, LLC | 0.22% | — | 16,140 | $204K |
| D.A. Davidson & Co. | 0.00% | Add +4.1% | 15,891 | $201K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 14,650 | $185K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,504 | $183K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 14,501 | $183K |
| Mutual Advisors, LLC | 0.01% | No change | 13,984 | $178K |
| Osaic Holdings, Inc. | 0.00% | Add +79.2% | 11,492 | $145K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 10,844 | $137K |
| Private Trust Co. NA | 0.01% | New | 9,000 | $114K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,722 | $47K |
| Comerica Bank | 0.00% | No change | 3,000 | $38K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $38K |
| Golden State Wealth Management, LLC | 0.00% | — | 2,064 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.3% | 615 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 536 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 334 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 230 | $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.