DUMONT & BLAKE INVESTMENT ADVISORS LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1287618
PRINCETON, NJ
Position in NEA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$219,580
-$6,658 QoQ
Shares Held
19,553
+0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $8,186,560 across 10 Asset Management names. NEA ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,490 | $3,356,367 | |
| 2 | CHY |
Calamos Convertible & High Income Fund
|
221,015 | $2,406,853 | |
| 3 | SEIC |
Sei Investments Co
|
13,662 | $1,072,057 | |
| 4 | NTRS |
Northern Trust Corp
|
3,065 | $427,782 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
24,961 | $268,081 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
19,553 | $219,580 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
16,708 | $150,204 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
10,643 | $120,053 |
All Filings in NEA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,580 | 19,553 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $226,238 | 19,453 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $212,958 | 18,697 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $202,467 | 18,541 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $205,273 | 18,328 | Shares | Sole | 2025-04-08 | |
| 2022-09-30 | $134,323 | 12,672 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $148,708 | 12,656 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $166,089 | 12,640 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $167,107 | 10,712 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $162,715 | 10,712 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $168,178 | 10,712 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $158,751 | 10,712 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||