Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q2 2025 (June 30)68holders +2
9new positions
6sold out
$11.77avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 2 from Q1 2025. 9 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($31.7M), Guggenheim Capital LLC ($9.7M) and Wells Fargo & Company ($5.7M).
- Company
- Nuveen Ca Amt-FR Muni Inc.
- CUSIP
- 670651108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 6 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 542,722 shares bought and 346,271 shares sold, net +196,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Add +10.6% | 2,695,981 | $31.7M |
| Guggenheim Capital LLC | 0.08% | Reduce -6.1% | 821,309 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 486,257 | $5.7M |
| Advisors Asset Management, Inc. | 0.08% | Add +0.4% | 389,784 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -0.2% | 283,659 | $3.3M |
| Fiera Capital Corp | 0.01% | Reduce -1.3% | 248,162 | $2.9M |
| LPL Financial LLC | 0.00% | Add +4.8% | 227,772 | $2.7M |
| DKM Wealth Management, Inc. | 2.16% | No change | 212,592 | $2.5M |
| UBS Group AG | 0.00% | Reduce -9.8% | 187,118 | $2.2M |
| Evoke Wealth, LLC | 0.04% | Add +0.8% | 152,002 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -10.9% | 152,815 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +23.0% | 83,841 | $987K |
| Balyasny Asset Management L.P. | 0.00% | New | 83,221 | $980K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 82,000 | $965K |
| MKT Advisors LLC | 0.33% | No change | 71,643 | $843K |
| Allianz Asset Management GmbH | 0.00% | No change | 70,100 | $825K |
| Blue Zone Wealth Advisors, LLC | 0.19% | Reduce -5.7% | 66,146 | $779K |
| Rareview Capital LLC | 0.44% | Reduce -7.8% | 58,648 | $690K |
| Wedbush Securities Inc. | 0.02% | Add +0.2% | 57,286 | $674K |
| Napa Wealth Management | 0.31% | Reduce -19.1% | 55,029 | $648K |
| Bridgewealth Advisory Group, LLC | 0.16% | New | 52,479 | $618K |
| Royal Bank of Canada | 0.00% | Add +2.3% | 45,993 | $541K |
| Apriem Advisors | 0.05% | Reduce -0.5% | 43,008 | $506K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 40,618 | $478K |
| Bank of America Corp. | 0.00% | Add +2.2% | 35,401 | $417K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 34,761 | $409K |
| Diligent Investors, LLC | 0.09% | Add +0.4% | 33,487 | $394K |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.4% | 33,188 | $391K |
| Lazari Capital Management, Inc. | 0.13% | No change | 28,761 | $339K |
| Virtu Financial LLC | 0.02% | New | 27,519 | $324K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -3.8% | 27,467 | $323K |
| Pacific Wealth Strategies Group, Inc. | 0.21% | Reduce -7.1% | 28,000 | $322K |
| Cerity Partners LLC | 0.00% | No change | 27,378 | $322K |
| Cetera Investment Advisers | 0.00% | Reduce -14.5% | 26,081 | $307K |
| Corient Private Wealth LP | 0.00% | Add +2.1% | 24,574 | $289K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.0% | 24,192 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.8% | 21,650 | $255K |
| Creative Planning | 0.00% | Add +0.4% | 21,216 | $250K |
| Modern Wealth Management, LLC | 0.01% | New | 21,185 | $249K |
| Strait & Sound Wealth Management LLC | 0.10% | Reduce -4.8% | 20,918 | $246K |
| Osaic Holdings, Inc. | 0.00% | Add +3.2% | 19,913 | $234K |
| Bank of Montreal | 0.00% | No change | 19,299 | $227K |
| Ehrlich Financial Group | 0.15% | Add +0.3% | 19,215 | $226K |
| Core Wealth Partners LLC | 0.11% | No change | 18,425 | $217K |
| FLC Capital Advisors | 0.04% | No change | 17,850 | $210K |
| Pure Financial Advisors, LLC | 0.00% | No change | 17,094 | $201K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 17,026 | $200K |
| Perigon Wealth Management, LLC | 0.00% | No change | 16,950 | $200K |
| Susquehanna International Group, LLP | 0.00% | New | 15,724 | $185K |
| HRT Financial LP | 0.00% | New | 15,229 | $179K |
| Myecfo, LLC | 0.09% | Reduce -78.4% | 15,000 | $177K |
| Camelot Technology Advisors, Inc. | 0.15% | No change | 14,501 | $171K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.3% | 14,365 | $170K |
| Mutual Advisors, LLC | 0.00% | No change | 13,984 | $161K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.0% | 12,561 | $148K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.2% | 12,100 | $142K |
| Farther Finance Advisors, LLC | 0.00% | No change | 10,623 | $125K |
| Independent Financial Group, LLC | 0.00% | No change | 10,000 | $118K |
| Private Trust Co. NA | 0.01% | No change | 9,000 | $106K |
| Comerica Bank | 0.00% | No change | 3,000 | $35K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,599 | $31K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,064 | $24K |
| FNY Investment Advisers, LLC | 0.00% | No change | 900 | $10K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +98.5% | 536 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 510 | $6K |
| Whittier Trust Co. | 0.00% | No change | 200 | $2K |
| Hollencrest Capital Management | 0.00% | New | 12 | $141 |
| Citigroup Inc. | 0.00% | No change | 3 | $35 |
"% 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.