NewEdge Advisors, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in NEA
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,477,868
-$1,228,386 QoQ
Shares Held
131,600
-43.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 50.08358662613982.ToString("F0")%
Shared 0.ToString("F0")%
None 49.91641337386018.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,869,768 across 304 Asset Management names. NEA ranks #43 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in NEA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,477,868 | 131,600 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,706,254 | 232,696 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,423,883 | 212,808 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,290,164 | 209,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,895,880 | 169,275 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,840,467 | 163,162 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,053,489 | 171,553 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,711,963 | 149,386 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,707,702 | 154,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,700,732 | 154,612 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,155,095 | 119,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,313,600 | 120,183 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,373,664 | 123,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,431,494 | 125,901 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,261,294 | 118,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,561,833 | 132,922 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,914,931 | 145,733 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,225,730 | 142,675 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $196,209 | 12,917 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $158,224 | 10,078 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $178,633 | 11,830 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $174,661 | 12,180 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $175,209 | 12,605 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $249,379 | 18,418 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||