Nuveen Ca Amt-FR MuniXNCMX

13F holders, Q3 2025 (September 30)
65holders −3
7new positions
10sold out
1famous investor
$12.66avg. 13F price*

At the end of Q3 2025, 65 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, down 3 from Q2 2025. 7 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($36.3M), Guggenheim Capital LLC ($12.6M) and Advisors Asset Management, Inc. ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nuveen Ca Amt-FR Muni Inc.
CUSIP
670651108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 68Q1 2024Q2 2024: 64Q2 2024Q3 2024: 67Q3 2024Q4 2024: 65Q4 2024Q1 2025: 66Q1 2025Q2 2025: 68Q2 2025Q3 2025: 65Q3 2025Q4 2025: 66Q4 2025Q1 2026: 80Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$4.3M
Exits10$2.3M

All 13F filers, Q2 2025 → Q3 2025: 977,994 shares bought and 235,161 shares sold, net +742,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Morgan Stanley 0.00% Add +6.2% 2,863,725 $36.3M
Guggenheim Capital LLC 0.09% Add +21.5% 997,649 $12.6M
Advisors Asset Management, Inc. 0.11% Add +32.7% 517,180 $6.6M
Wells Fargo & Company 0.00% Add +4.5% 508,095 $6.4M
Hennion & Walsh Asset Management, Inc. 0.13% Add +1.4% 287,608 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% New 270,000 $3.4M
LPL Financial LLC 0.00% Add +13.4% 258,398 $3.3M
Fiera Capital Corp 0.01% Reduce -0.6% 246,772 $3.1M
UBS Group AG 0.00% Add +29.3% 241,978 $3.1M
DKM Wealth Management, Inc. 2.16% No change 212,592 $2.7M
Mariner, LLC 0.00% Add +2.3% 156,303 $2.0M
Evoke Wealth, LLC 0.04% Add +0.3% 152,528 $1.9M
Raymond James Financial Inc. 0.00% Add +1.7% 85,239 $1.1M
MKT Advisors LLC 0.34% No change 71,643 $916K
Allianz Asset Management GmbH 0.00% No change 70,100 $888K
Wedbush Securities Inc. 0.03% Add +15.3% 66,074 $837K
J.W. Cole Advisors, Inc. 0.02% Reduce -19.5% 66,000 $836K
Blue Zone Wealth Advisors, LLC 0.15% Reduce -12.0% 58,227 $738K
Napa Wealth Management 0.33% Add +0.4% 55,249 $700K
Rareview Capital LLC 0.42% Add +0.1% 58,710 $691K
Bridgewealth Advisory Group, LLC 0.15% Add +0.4% 52,680 $667K
Ameriprise Financial Inc. 0.00% Add +40.8% 46,735 $592K
Royal Bank of Canada 0.00% Reduce -1.3% 45,384 $575K
PNC Financial Services Group, Inc. 0.00% No change 40,618 $515K
Apriem Advisors 0.04% Reduce -13.0% 37,436 $474K
Diligent Investors, LLC 0.11% Add +7.0% 35,825 $454K
Integrated Wealth Concepts LLC 0.00% Add +0.0% 34,770 $441K
Bank of America Corp. 0.00% Reduce -3.3% 34,232 $434K
Lazari Capital Management, Inc. 0.12% No change 28,761 $364K
Van Hulzen Asset Management, LLC 0.03% Add +3.8% 28,514 $361K
Pacific Wealth Strategies Group, Inc. 0.22% No change 28,000 $355K
Mercer Global Advisors Inc. 0.00% New 27,511 $349K
Cerity Partners LLC 0.00% No change 27,378 $347K
Cetera Investment Advisers 0.00% Reduce -5.0% 24,790 $314K
Castle Rock Wealth Management, LLC 0.07% No change 24,192 $310K
Ehrlich Financial Group 0.17% Add +18.9% 22,853 $290K
Creative Planning 0.00% Add +4.0% 22,054 $279K
Wealth Enhancement Advisory Services, LLC 0.00% No change 21,650 $272K
Modern Wealth Management, LLC 0.01% No change 21,185 $268K
Strait & Sound Wealth Management LLC 0.10% No change 20,918 $265K
Stifel Financial Corp. 0.00% Add +16.9% 19,911 $252K
Bank of Montreal 0.00% Add +1.1% 19,513 $247K
Core Wealth Partners LLC 0.11% No change 18,425 $233K
Osaic Holdings, Inc. 0.00% Reduce -3.4% 19,231 $231K
D.A. Davidson & Co. 0.00% Add +44.0% 18,086 $229K
FLC Capital Advisors 0.04% No change 17,850 $226K
Pure Financial Advisors, LLC 0.00% No change 17,094 $217K
Perigon Wealth Management, LLC 0.00% No change 16,950 $215K
Comerica Bank 0.00% Add +459.3% 16,779 $213K
Snowden Capital Advisors LLC 0.01% Add +0.0% 14,369 $183K
Envestnet Asset Management Inc. 0.00% New 13,779 $175K
Maia Wealth LLC 0.03% New 12,848 $166K
Mutual Advisors, LLC 0.00% Reduce -11.7% 12,344 $157K
Janney Montgomery Scott LLC 0.00% No change 12,100 $153K
Citadel Advisors 0.00% New 12,003 $152K
Farther Finance Advisors, LLC 0.00% No change 10,623 $135K
Independent Financial Group, LLC 0.00% No change 10,000 $127K
Private Trust Co. NA 0.01% No change 9,000 $114K
Golden State Wealth Management, LLC 0.00% No change 2,064 $26K
FNY Investment Advisers, LLC 0.00% No change 900 $11K
Highline Wealth Partners LLC 0.00% New 550 $7K
1620 Investment Advisors, Inc. 0.00% No change 536 $7K
Whittier Trust Co. 0.00% No change 200 $3K
Rockefeller Capital Management L.P. 0.00% New 43 $545
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.