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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, Q3 2021

Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Sep 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
0 vs. Q2 2021
Shares held
2.91M
+35.5K (+1.2%) vs. Q2 2021
Total value
$49.5M
−$81.9K (−0.2%) vs. Q2 2021
New holders
6
18 more added
Sold out
6
11 more reduced

Compare with Q2 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.

Institutional holdersQ3 2021: 50 institutions
Q1 2021: 52 institutionsQ2 2021: 50 institutionsQ3 2021: 50 institutionsQ4 2021: 48 institutionsQ1 2022: 46 institutionsQ2 2022: 43 institutionsQ3 2022: 47 institutionsQ4 2022: 47 institutionsQ1 2023: 41 institutionsQ2 2023: 43 institutionsQ3 2023: 42 institutionsQ4 2023: 52 institutionsQ1 2024: 47 institutionsQ2 2024: 50 institutionsQ3 2024: 51 institutionsQ4 2024: 60 institutionsQ1 2025: 57 institutionsQ2 2025: 59 institutionsQ3 2025: 61 institutionsQ4 2025: 64 institutionsQ1 2026: 66 institutionsQ2 2026: 70 institutions
Value heldQ3 2021: $49.5M
Q1 2021: $45.5MQ2 2021: $49.6MQ3 2021: $49.5MQ4 2021: $51.4MQ1 2022: $54.1MQ2 2022: $62.8MQ3 2022: $62.2MQ4 2022: $77.8MQ1 2023: $79.9MQ2 2023: $84.6MQ3 2023: $85.5MQ4 2023: $95.3MQ1 2024: $90.2MQ2 2024: $96.0MQ3 2024: $96.3MQ4 2024: $93.6MQ1 2025: $87.4MQ2 2025: $85.5MQ3 2025: $91.1MQ4 2025: $92.0MQ1 2026: $91.9MQ2 2026: $93.9M
Institutions holding NUW and their total value by quarter
QuarterHoldersValue
Q2 202670$93.9M
Q1 202666$91.9M
Q4 202564$92.0M
Q3 202561$91.1M
Q2 202559$85.5M
Q1 202557$87.4M
Q4 202460$93.6M
Q3 202451$96.3M
Q2 202450$96.0M
Q1 202447$90.2M
Q4 202352$95.3M
Q3 202342$85.5M
Q2 202343$84.6M
Q1 202341$79.9M
Q4 202247$77.8M
Q3 202247$62.2M
Q2 202243$62.8M
Q1 202246$54.1M
Q4 202148$51.4M
Q3 202150$49.5M
Q2 202150$49.6M
Q1 202152$45.5M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q2 2021.

Institutions holding NUW in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC1,077,462$18.4M0.92%−592−0.1%Reduced
Wells Fargo & Company209,635$3.57M0.00%−16,980−7.5%Reduced
Ameriprise Financial Inc205,945$3.48M0.00%+17,631+9.4%Added
Morgan Stanley175,433$2.99M0.00%+8,290+5.0%Added
Rivernorth Capital Management, LLC148,638$2.53M0.13%+41,072+38.2%Added
Van Eck Associates Corp95,356$1.63M0.00%+1,537+1.6%Added
Raymond James Financial Services Advisors, Inc.86,385$1.47M0.00%+13,628+18.7%Added
Guggenheim Capital LLC63,007$1.07M0.01%−31,367−33.2%Reduced
Koshinski Asset Management, Inc.61,120$1.04M0.09%+25,238+70.3%Added
Kestra Advisory Services, LLC60,500$1.03M0.01%+3,386+5.9%Added
Tortoise Investment Management, LLC60,139$1.02M0.21%+32,614+118.5%Added
Royal Bank of Canada58,075$990.0K0.00%+1,271+2.2%Added
Envestnet Asset Management Inc56,323$960.0K0.00%+3,466+6.6%Added
Wakefield Asset Management LLLP55,236$942.0K0.35%−184−0.3%Reduced
Park Avenue Securities LLC55,173$941.0K0.02%+3,380+6.5%Added
Bank of America Corp50,005$853.0K0.00%−4,511−8.3%Reduced
LPL Financial LLC46,255$789.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC40,785$695.0K0.00%−631−1.5%Reduced
Cambridge Investment Research Advisors, Inc.35,286$602.0K0.00%+1,707+5.1%Added
Coastal Investment Advisors, Inc.24,419$416.0K0.10%00.0%Unchanged
UBS Group AG21,165$361.0K0.00%−9,910−31.9%Reduced
Wealth Advisors of Tampa Bay, LLC20,000$341.0K0.19%00.0%Unchanged
Hochman Cole Investment Advisors, Inc.19,326$330.0K0.13%−30,154−60.9%Reduced
Truist Financial Corp19,000$324.0K0.00%−1,000−5.0%Reduced
Davenport & Co LLC17,187$293.0K0.00%−600−3.4%Reduced
Access Financial Services, Inc.16,145$275.0K0.12%+16,145New
HighTower Advisors, LLC15,767$270.0K0.00%+992+6.7%Added
Great Valley Advisor Group, Inc.12,750$217.0K0.01%+1,100+9.4%Added
Johnson Financial Group, Inc.10,850$185.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.10,633$181.0K0.00%−49−0.5%Reduced
Dynamic Advisor Solutions LLC10,277$175.0K0.01%+90+0.9%Added
Integrated Capital Management, Inc.10,321$175.0K0.14%+10,321New
Cullen/Frost Bankers, Inc.7,323$125.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC6,800$116.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc6,394$109.0K0.01%+590+10.2%Added
Clean Yield Group6,129$104.0K0.04%+42+0.7%Added
Rockefeller Capital Management L.P.5,671$96.0K0.00%00.0%Unchanged
Spire Wealth Management4,000$68.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,633$62.0K0.00%00.0%Unchanged
Harbour Investments, Inc.3,570$61.0K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC2,800$48.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.2,799$48.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,639$44.0K0.00%00.0%Unchanged
Ibex Wealth Advisors2,305$39.0K0.01%+2,305New
JFS Wealth Advisors, LLC1,900$32.0K0.00%00.0%Unchanged
Phoenix Wealth Advisors1,800$31.0K0.02%+1,800New
Herold Advisors, Inc.1,110$18.0K0.01%+1,110New
Jacobi Capital Management LLC557$10.0K0.00%+3+0.5%Added
Consolidated Planning Corp122$2.00K0.00%+122New
Arkadios Wealth Advisors13$00.00%00.0%Unchanged
Sit Investment Associates Inc0$00.00%−31,819−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−11,811−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−5,000−100.0%Sold out
Bessemer Group Inc0$00.00%−4,155−100.0%Sold out
Citigroup Inc0$00.00%−3,161−100.0%Sold out
American National Bank0$00.00%−442−100.0%Sold out