Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q1 2025 (March 31)66holders +1
8new positions
7sold out
1famous investor
$12.59avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 1 from Q4 2024. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($30.7M), Guggenheim Capital LLC ($11.0M) and Wells Fargo & Company ($5.8M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen Ca Amt-FR Muni Inc.
- CUSIP
- 670651108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 7 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 456,728 shares bought and 613,776 shares sold, net −157,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Add +3.2% | 2,438,069 | $30.7M |
| Guggenheim Capital LLC | 0.10% | Reduce -10.5% | 874,624 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 461,034 | $5.8M |
| Advisors Asset Management, Inc. | 0.09% | Add +3.8% | 388,379 | $4.9M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -9.1% | 284,283 | $3.6M |
| Fiera Capital Corp | 0.01% | Reduce -6.7% | 251,312 | $3.2M |
| LPL Financial LLC | 0.00% | Add +8.2% | 217,256 | $2.7M |
| DKM Wealth Management, Inc. | 2.60% | No change | 212,592 | $2.7M |
| UBS Group AG | 0.00% | Reduce -6.6% | 207,334 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -2.1% | 171,579 | $2.2M |
| Evoke Wealth, LLC | 0.05% | Add +0.2% | 150,763 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 82,000 | $1.0M |
| Fisher Asset Management | 0.00% | New | 74,913 | $943K |
| MKT Advisors LLC | 0.42% | No change | 71,643 | $896K |
| Blue Zone Wealth Advisors, LLC | 0.25% | Reduce -24.5% | 70,167 | $883K |
| Allianz Asset Management GmbH | 0.00% | No change | 70,100 | $883K |
| Myecfo, LLC | 0.46% | Reduce -3.0% | 69,500 | $875K |
| Raymond James Financial Inc. | 0.00% | Reduce -24.3% | 68,148 | $858K |
| Napa Wealth Management | 0.48% | Reduce -7.0% | 68,062 | $857K |
| Rareview Capital LLC | 0.51% | Reduce -2.6% | 63,573 | $800K |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.3% | 57,637 | $726K |
| Wedbush Securities Inc. | 0.03% | Reduce -41.4% | 57,184 | $720K |
| Royal Bank of Canada | 0.00% | Reduce -12.0% | 44,959 | $566K |
| Apriem Advisors | 0.06% | Add +3.1% | 43,207 | $544K |
| PNC Financial Services Group, Inc. | 0.00% | New | 40,618 | $511K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 34,752 | $438K |
| Bank of America Corp. | 0.00% | Add +22.6% | 34,652 | $436K |
| Diligent Investors, LLC | 0.10% | Add +0.2% | 33,355 | $420K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 30,516 | $384K |
| Pacific Wealth Strategies Group, Inc. | 0.28% | No change | 30,149 | $380K |
| Lazari Capital Management, Inc. | 0.15% | No change | 28,761 | $362K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.1% | 28,539 | $359K |
| Cerity Partners LLC | 0.00% | Reduce -2.3% | 27,378 | $345K |
| Cypress Wealth Services, LLC | 0.07% | Add +1.2% | 27,310 | $344K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -4.2% | 24,187 | $305K |
| Corient Private Wealth LP | 0.00% | New | 24,074 | $303K |
| Strait & Sound Wealth Management LLC | 0.13% | No change | 21,968 | $277K |
| Creative Planning | 0.00% | Add +0.3% | 21,129 | $266K |
| Osaic Holdings, Inc. | 0.00% | Add +68.0% | 19,302 | $243K |
| Bank of Montreal | 0.00% | No change | 19,299 | $243K |
| Ehrlich Financial Group | 0.18% | Add +0.2% | 19,154 | $241K |
| Core Wealth Partners LLC | 0.13% | No change | 18,425 | $232K |
| FLC Capital Advisors | 0.05% | No change | 17,850 | $225K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 17,588 | $223K |
| Pure Financial Advisors, LLC | 0.00% | No change | 17,094 | $215K |
| Perigon Wealth Management, LLC | 0.01% | No change | 16,950 | $213K |
| Stifel Financial Corp. | 0.00% | New | 16,826 | $212K |
| LifeGoal Investments, LLC | 0.22% | No change | 16,140 | $203K |
| D.A. Davidson & Co. | 0.00% | No change | 15,891 | $200K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 14,650 | $184K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,504 | $184K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 14,501 | $183K |
| Mutual Advisors, LLC | 0.00% | No change | 13,984 | $167K |
| Farther Finance Advisors, LLC | 0.00% | Add +185.4% | 10,623 | $134K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -38.1% | 10,600 | $133K |
| Independent Financial Group, LLC | 0.00% | New | 10,000 | $126K |
| Private Trust Co. NA | 0.01% | No change | 9,000 | $113K |
| Comerica Bank | 0.00% | No change | 3,000 | $38K |
| Olde Wealth Management, LLC | 0.01% | New | 2,135 | $27K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,064 | $26K |
| FNY Investment Advisers, LLC | 0.01% | New | 900 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 615 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 334 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -49.6% | 270 | $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.