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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+41,614+75.6%96,653$1.21MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+26,909—26,909$337.17KQ2 2026Sep 02, 2026
Advisors Asset Management, Inc.Buy+164,851+15.3%1,240,864$15.55MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+102,283—102,283$1.28MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+102,000+340.0%132,000$1.66MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+51,099+90.4%107,606$1.35MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+49,701—49,701$622.75KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+42,251+130.2%74,710$936.12KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-37,428-6.6%529,470$6.63MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+22,959—22,959$287.68KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,602+9.4%111,837$1.40MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-5,551-14.6%32,529$407.59KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,689+16.7%18,776$235.27KQ2 2026Aug 14, 2026
Apriem AdvisorsBuy+2,000+4.6%45,436$569.31KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,649+3.4%49,686$623.00KQ2 2026Aug 14, 2026
Mariner, LlcSell-120,829-77.5%35,138$440.28KQ2 2026Aug 13, 2026
Morgan StanleyBuy+74,365+2.3%3,318,107$41.58MQ2 2026Aug 13, 2026
Ubs Group AgSell-7,471-3.1%232,754$2.92MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+6,000+13953.5%6,043$75.72KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+2,300+200.0%3,450$43.00KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+4+0.0%14,462$181.32KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+41,448+3.9%1,116,107$13.98MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+18,059—18,059$226.28KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+5,500+18.8%34,728$435.15KQ2 2026Aug 12, 2026
Mcgowan Group Asset Management, Inc.Buy+789+5.7%14,683$183.98KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-134-0.6%23,475$294.15KQ2 2026Aug 12, 2026
Peak Retirement Planning, Inc.Buy+20,723—20,723$259.66KQ2 2026Aug 10, 2026
Great Valley Advisor Group, Inc.Buy+10,500—10,500$131.56KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+19,197+6.7%305,531$3.83MQ2 2026Aug 07, 2026
Lyell Wealth Management, LpBuy+13,714—13,714$171.84KQ2 2026Aug 05, 2026
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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.

XNCMX Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet