NUVEEN CA AMT-FR MUNI INC (XNCMX) Institutional Ownership Changes & 13F Activity
NUVEEN CA AMT-FR MUNI INC (XNCMX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Advisors Asset Management, Inc., Mariner, Llc, Ameriprise Financial Inc, Mai Capital Management, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +41,614 | +75.6% | 96,653 | $1.21M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +26,909 | — | 26,909 | $337.17K | Q2 2026 | Sep 02, 2026 |
| Advisors Asset Management, Inc. | Buy | +164,851 | +15.3% | 1,240,864 | $15.55M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +102,283 | — | 102,283 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +102,000 | +340.0% | 132,000 | $1.66M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +51,099 | +90.4% | 107,606 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +49,701 | — | 49,701 | $622.75K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +42,251 | +130.2% | 74,710 | $936.12K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -37,428 | -6.6% | 529,470 | $6.63M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +22,959 | — | 22,959 | $287.68K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +9,602 | +9.4% | 111,837 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -5,551 | -14.6% | 32,529 | $407.59K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,689 | +16.7% | 18,776 | $235.27K | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | Buy | +2,000 | +4.6% | 45,436 | $569.31K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,649 | +3.4% | 49,686 | $623.00K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -120,829 | -77.5% | 35,138 | $440.28K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +74,365 | +2.3% | 3,318,107 | $41.58M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -7,471 | -3.1% | 232,754 | $2.92M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +6,000 | +13953.5% | 6,043 | $75.72K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +2,300 | +200.0% | 3,450 | $43.00K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +4 | +0.0% | 14,462 | $181.32K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +41,448 | +3.9% | 1,116,107 | $13.98M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +18,059 | — | 18,059 | $226.28K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +5,500 | +18.8% | 34,728 | $435.15K | Q2 2026 | Aug 12, 2026 |
| Mcgowan Group Asset Management, Inc. | Buy | +789 | +5.7% | 14,683 | $183.98K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -134 | -0.6% | 23,475 | $294.15K | Q2 2026 | Aug 12, 2026 |
| Peak Retirement Planning, Inc. | Buy | +20,723 | — | 20,723 | $259.66K | Q2 2026 | Aug 10, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +10,500 | — | 10,500 | $131.56K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +19,197 | +6.7% | 305,531 | $3.83M | Q2 2026 | Aug 07, 2026 |
| Lyell Wealth Management, Lp | Buy | +13,714 | — | 13,714 | $171.84K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about XNCMX activity
Which institutional owners are buying XNCMX?
Institutional owners buying XNCMX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XNCMX activity?
"Buy" means an investor increased their reported position in XNCMX compared to the prior reporting period. This reflects growing exposure to NUVEEN CA AMT-FR MUNI INC (XNCMX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XNCMX increasing?
Institutional interest in XNCMX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.