Nuveen AMT-Free Municipal Value Fund
NUW- Exchange
- NYSE
- SEC CIK
- 0001450445
No open-market purchases or sales by Nuveen AMT-Free Municipal Value Fund insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $93.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- −2 vs. Q1 2021
- Shares held
- 2.87M
- +110.9K (+4.0%) vs. Q1 2021
- Total value
- $49.6M
- +$4.10M (+9.0%) vs. Q1 2021
- New holders
- 6
- 21 more added
- Sold out
- 8
- 7 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NUW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $93.9M |
| Q1 2026 | 66 | $91.9M |
| Q4 2025 | 64 | $92.0M |
| Q3 2025 | 61 | $91.1M |
| Q2 2025 | 59 | $85.5M |
| Q1 2025 | 57 | $87.4M |
| Q4 2024 | 60 | $93.6M |
| Q3 2024 | 51 | $96.3M |
| Q2 2024 | 50 | $96.0M |
| Q1 2024 | 47 | $90.2M |
| Q4 2023 | 52 | $95.3M |
| Q3 2023 | 42 | $85.5M |
| Q2 2023 | 43 | $84.6M |
| Q1 2023 | 41 | $79.9M |
| Q4 2022 | 47 | $77.8M |
| Q3 2022 | 47 | $62.2M |
| Q2 2022 | 43 | $62.8M |
| Q1 2022 | 46 | $54.1M |
| Q4 2021 | 48 | $51.4M |
| Q3 2021 | 50 | $49.5M |
| Q2 2021 | 50 | $49.6M |
| Q1 2021 | 52 | $45.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,078,054 | $18.6M | 0.90% | +15,600+1.5% | Added |
| Wells Fargo & Company | 226,615 | $3.92M | 0.00% | −29,817−11.6% | Reduced |
| Ameriprise Financial Inc | 188,314 | $3.25M | 0.00% | +17,346+10.1% | Added |
| Morgan Stanley | 167,143 | $2.89M | 0.00% | +6,109+3.8% | Added |
| Rivernorth Capital Management, LLC | 107,566 | $1.86M | 0.11% | +28,026+35.2% | Added |
| Guggenheim Capital LLC | 94,374 | $1.63M | 0.01% | −27,540−22.6% | Reduced |
| Van Eck Associates Corp | 93,819 | $1.62M | 0.00% | +15,275+19.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,757 | $1.26M | 0.00% | +24,665+51.3% | Added |
| Kestra Advisory Services, LLC | 57,114 | $987.0K | 0.01% | +22,438+64.7% | Added |
| Royal Bank of Canada | 56,804 | $982.0K | 0.00% | −3,211−5.4% | Reduced |
| Wakefield Asset Management LLLP | 55,420 | $958.0K | 0.36% | +1,286+2.4% | Added |
| Bank of America Corp | 54,516 | $942.0K | 0.00% | +369+0.7% | Added |
| Envestnet Asset Management Inc | 52,857 | $913.0K | 0.00% | +2,898+5.8% | Added |
| Park Avenue Securities LLC | 51,793 | $895.0K | 0.02% | +2,744+5.6% | Added |
| Hochman Cole Investment Advisors, Inc. | 49,480 | $855.0K | 0.34% | −5,405−9.8% | Reduced |
| LPL Financial LLC | 46,255 | $799.0K | 0.00% | +3,175+7.4% | Added |
| Commonwealth Equity Services, LLC | 41,416 | $715.0K | 0.00% | +624+1.5% | Added |
| Koshinski Asset Management, Inc. | 35,882 | $620.0K | 0.08% | −18,469−34.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,579 | $580.0K | 0.00% | +2,734+8.9% | Added |
| Sit Investment Associates Inc | 31,819 | $550.0K | 0.01% | +31,819 | New |
| UBS Group AG | 31,075 | $537.0K | 0.00% | +4,177+15.5% | Added |
| Tortoise Investment Management, LLC | 27,525 | $476.0K | 0.10% | +19,141+228.3% | Added |
| Coastal Investment Advisors, Inc. | 24,419 | $422.0K | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 20,000 | $346.0K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 20,000 | $346.0K | 0.19% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,787 | $307.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,775 | $254.0K | 0.00% | +85+0.6% | Added |
| Wolverine Asset Management LLC | 11,811 | $204.0K | 0.00% | +2,832+31.5% | Added |
| Great Valley Advisor Group, Inc. | 11,650 | $201.0K | 0.01% | +11,650 | New |
| Johnson Financial Group, Inc. | 10,850 | $187.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,682 | $185.0K | 0.00% | −740−6.5% | Reduced |
| Dynamic Advisor Solutions LLC | 10,187 | $176.0K | 0.01% | +10,187 | New |
| Cullen/Frost Bankers, Inc. | 7,323 | $127.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,800 | $118.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 6,087 | $105.0K | 0.04% | +6,087 | New |
| NEXT Financial Group, Inc | 5,804 | $100.0K | 0.01% | +945+19.4% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $98.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5,000 | $86.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,155 | $72.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,633 | $63.0K | 0.00% | −5,687−61.0% | Reduced |
| Harbour Investments, Inc. | 3,570 | $62.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,161 | $55.0K | 0.00% | +21+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,799 | $48.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $45.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,900 | $33.0K | 0.00% | +1,900 | New |
| Jacobi Capital Management LLC | 554 | $10.0K | 0.00% | +4+0.7% | Added |
| American National Bank | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13 | $0 | 0.00% | +13 | New |
| Matisse Capital | 0 | $0 | 0.00% | −13,470−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,895−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |