Filing Research | NUVEEN AMT FREE QLTY MUN INC Institutional Holdings

Snapshot holdings

50 / 89 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	1.6MSH	$18.9M
2	Melone Private Wealth, LLC	Shares	862.7KSH	$10.1M
3	Congress Park Capital LLC	Shares	850.0KSH	$10.0M
4	Cresta Advisors, Ltd.	Shares	455.6KSH	$5.3M
5	Merit Financial Group, LLC	Shares	362.2KSH	$4.3M
6	Spire Wealth Management	Shares	228.6KSH	$2.7M
7	Breakwater Capital Group	Shares	138.7KSH	$1.6M
8	FLC Capital Advisors	Shares	134.9KSH	$1.6M
9	CoreCap Advisors, LLC	Shares	124.7KSH	$1.5M
10	JFS WEALTH ADVISORS, LLC	Shares	123.0KSH	$1.4M
11	Abel Hall, LLC	Shares	120.0KSH	$1.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	119.7KSH	$1.4M
13	Avior Wealth Management, LLC	Shares	106.1KSH	$1.2M
14	DAVENPORT & Co LLC	Shares	101.0KSH	$1.2M
15	Prospera Financial Services Inc	Shares	96.1KSH	$1.1M
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	82.6KSH	$969.9K
17	NAPLES GLOBAL ADVISORS, LLC	Shares	66.4KSH	$784.4K
18	RAMSEY QUANTITATIVE SYSTEMS	Shares	63.0KSH	$739.6K
19	Redhawk Wealth Advisors, Inc.	Shares	58.8KSH	$690.0K
20	Altus Wealth Group LLC	Shares	53.7KSH	$630.3K
21	Wealth Alliance Advisory Group, LLC	Shares	52.9KSH	$621.4K
22	BENJAMIN EDWARDS INC	Shares	51.5KSH	$604.7K
23	Wealth Care LLC	Shares	50.0KSH	$587.0K
24	Realta Investment Advisors	Shares	48.2KSH	$565.3K
25	Balefire, LLC	Shares	45.1KSH	$529.9K
26	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	44.8KSH	$525.7K
27	J.W. COLE ADVISORS, INC.	Shares	44.0KSH	$516.0K
28	Rinkey Investments	Shares	43.5KSH	$510.7K
29	Worth Asset Management, LLC	Shares	43.5KSH	$510.4K
30	Farther Finance Advisors, LLC	Shares	38.7KSH	$454.4K
31	Essential Investment Partners LLC	Shares	34.5KSH	$405.0K
32	INDEPENDENT FINANCIAL GROUP, LLC	Shares	33.9KSH	$397.7K
33	Sequoia Financial Advisors, LLC	Shares	33.0KSH	$387.4K
34	Mayflower Financial Advisors, LLC	Shares	32.7KSH	$383.8K
35	CHAPIN DAVIS, INC.	Shares	30.7KSH	$360.5K
36	Successful Portfolios LLC	Shares	29.6KSH	$342.9K
37	Fortitude Advisory Group L.L.C.	Shares	27.1KSH	$318.0K
38	Leisure Capital Management	Shares	23.4KSH	$274.9K
39	HARMONY ASSET MANAGEMENT LLC	Shares	23.4KSH	$274.7K
40	Indiana Trust & Investment Management Co	Shares	23.0KSH	$270.0K
41	PEDDOCK CAPITAL ADVISORS, LLC	Shares	21.4KSH	$251.5K
42	Lantz Financial LLC	Shares	21.1KSH	$247.3K
43	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	19.2KSH	$225.3K
44	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	19.1KSH	$224.0K
45	Sightline Wealth Advisors, LLC	Shares	18.5KSH	$217.0K
46	Sovereign Financial Group, Inc.	Shares	18.4KSH	$215.5K
47	BAR HARBOR WEALTH MANAGEMENT	Shares	17.7KSH	$207.9K
48	Sowell Financial Services LLC	Shares	16.9KSH	$197.9K
49	MELFA WEALTH MANAGEMENT, INC.	Shares	16.3KSH	$190.9K
50	RFG Advisory, LLC	Shares	15.7KSH	$184.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 97 loaded

#		Instrument
1	Melone Private Wealth, LLC added	Shares	+151.0K	+$2.1M	$10.1M
2	Cresta Advisors, Ltd. added	Shares	+70.0K	+$1.0M	$5.3M
3	FLC Capital Advisors added	Shares	+70.4K	+$859.6K	$1.6M
4	Spire Wealth Management added	Shares	+59.9K	+$789.2K	$2.7M
5	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+63.0K	+$739.6K	$739.6K
6	J.W. COLE ADVISORS, INC. new	Shares	+44.0K	+$516.0K	$516.0K
7	Worth Asset Management, LLC new	Shares	+43.5K	+$510.4K	$510.4K
8	Congress Park Capital LLC unchanged	Shares	0	+$433.5K	$10.0M
9	Sequoia Financial Advisors, LLC new	Shares	+33.0K	+$387.4K	$387.4K
10	CoreCap Advisors, LLC added	Shares	+22.9K	+$320.9K	$1.5M
11	Balefire, LLC added	Shares	+18.1K	+$226.1K	$529.9K
12	Merit Financial Group, LLC added	Shares	+271	+$187.8K	$4.3M
13	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+10.6K	+$124.0K	$124.0K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.5K	+$113.7K	$1.4M
15	Avior Wealth Management, LLC added	Shares	+4.3K	+$101.8K	$1.2M
16	Breakwater Capital Group added	Shares	+2.6K	+$99.5K	$1.6M
17	DAVENPORT & Co LLC added	Shares	+2.2K	+$76.2K	$1.2M
18	Prospera Financial Services Inc added	Shares	+2.0K	+$71.3K	$1.1M
19	JFS WEALTH ADVISORS, LLC added	Shares	+138	+$64.3K	$1.4M
20	Abel Hall, LLC unchanged	Shares	0	+$61.2K	$1.4M
21	Lantz Financial LLC added	Shares	+4.4K	+$60.2K	$247.3K
22	Financial Management Professionals, Inc. added	Shares	+4.0K	+$48.6K	$74.9K
23	Sightline Wealth Advisors, LLC added	Shares	+3.3K	+$46.8K	$217.0K
24	Redhawk Wealth Advisors, Inc. added	Shares	+1.0K	+$41.6K	$690.0K
25	Realta Investment Advisors added	Shares	+1.4K	+$40.3K	$565.3K
26	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$33.8K	$784.4K
27	Wealth Alliance Advisory Group, LLC added	Shares	+247	+$29.8K	$621.4K
28	Altus Wealth Group LLC unchanged	Shares	0	+$27.4K	$630.3K
29	Wealth Care LLC unchanged	Shares	0	+$25.5K	$587.0K
30	BENJAMIN EDWARDS INC trimmed	Shares	-257	+$23.4K	$604.7K
31	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+1.2K	+$23.0K	$224.0K
32	Rinkey Investments unchanged	Shares	0	+$22.2K	$510.7K
33	Farther Finance Advisors, LLC added	Shares	+615	+$19.8K	$454.4K
34	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-328	+$19.2K	$525.7K
35	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-2.1K	+$18.5K	$969.9K
36	Essential Investment Partners LLC unchanged	Shares	0	+$17.6K	$405.0K
37	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$16.7K	$383.8K
38	Karras Company, Inc. added	Shares	+915	+$16.0K	$132.6K
39	CHAPIN DAVIS, INC. unchanged	Shares	0	+$15.7K	$360.5K
40	Successful Portfolios LLC unchanged	Shares	0	+$13.9K	$342.9K
41	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$13.8K	$318.0K
42	Sovereign Financial Group, Inc. added	Shares	+307	+$12.8K	$215.5K
43	Leisure Capital Management unchanged	Shares	0	+$11.9K	$274.9K
44	HARMONY ASSET MANAGEMENT LLC unchanged	Shares	0	+$11.9K	$274.7K
45	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-488	+$11.8K	$397.7K
46	Indiana Trust & Investment Management Co unchanged	Shares	0	+$11.7K	$270.0K
47	PEDDOCK CAPITAL ADVISORS, LLC unchanged	Shares	0	+$10.9K	$251.5K
48	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV added	Shares	+12	+$9.9K	$225.3K
49	BAR HARBOR WEALTH MANAGEMENT unchanged	Shares	0	+$9.0K	$207.9K
50	Capital Squared Financial LLC added	Shares	+207	+$8.3K	$138.0K

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