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, Q4 2021
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Dec 31, 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
- 48
- −1 vs. Q3 2021
- Shares held
- 3.10M
- +214.0K (+7.4%) vs. Q3 2021
- Total value
- $51.4M
- +$2.22M (+4.5%) vs. Q3 2021
- New holders
- 9
- 17 more added
- Sold out
- 10
- 13 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,078,078 | $17.9M | 0.95% | +616+0.1% | Added |
| Ameriprise Financial Inc | 250,227 | $4.14M | 0.00% | +44,282+21.5% | Added |
| Wells Fargo & Company | 175,516 | $2.91M | 0.00% | −34,119−16.3% | Reduced |
| Morgan Stanley | 173,839 | $2.88M | 0.00% | −1,594−0.9% | Reduced |
| Rivernorth Capital Management, LLC | 154,307 | $2.56M | 0.10% | +5,669+3.8% | Added |
| Van Eck Associates Corp | 103,106 | $1.71M | 0.00% | +7,750+8.1% | Added |
| Tortoise Investment Management, LLC | 100,617 | $1.67M | 0.31% | +40,478+67.3% | Added |
| Ahl Investment Management, Inc. | 81,515 | $1.35M | 1.23% | +81,515 | New |
| Raymond James Financial Services Advisors, Inc. | 78,163 | $1.30M | 0.00% | −8,222−9.5% | Reduced |
| Envestnet Asset Management Inc | 63,720 | $1.06M | 0.00% | +7,397+13.1% | Added |
| Park Avenue Securities LLC | 61,258 | $1.02M | 0.02% | +6,085+11.0% | Added |
| Wakefield Asset Management LLLP | 60,409 | $1.00M | 0.35% | +5,173+9.4% | Added |
| Guggenheim Capital LLC | 59,716 | $990.0K | 0.01% | −3,291−5.2% | Reduced |
| Royal Bank of Canada | 57,213 | $949.0K | 0.00% | −862−1.5% | Reduced |
| Bank of America Corp | 56,386 | $934.0K | 0.00% | +6,381+12.8% | Added |
| Koshinski Asset Management, Inc. | 53,180 | $881.7K | 0.07% | −7,940−13.0% | Reduced |
| LPL Financial LLC | 47,399 | $786.0K | 0.00% | +1,144+2.5% | Added |
| Kestra Advisory Services, LLC | 45,732 | $758.0K | 0.01% | −14,768−24.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 40,000 | $663.0K | 0.16% | +20,000+100.0% | Added |
| Access Financial Services, Inc. | 39,760 | $659.0K | 0.30% | +23,615+146.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,568 | $590.0K | 0.00% | +282+0.8% | Added |
| Commonwealth Equity Services, LLC | 33,608 | $557.0K | 0.00% | −7,177−17.6% | Reduced |
| Fiera Capital Corp | 29,219 | $484.0K | 0.00% | +29,219 | New |
| Coastal Investment Advisors, Inc. | 24,419 | $405.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 18,100 | $300.0K | 0.00% | −900−4.7% | Reduced |
| Davenport & Co LLC | 17,187 | $285.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,045 | $268.0K | 0.00% | +278+1.8% | Added |
| Susquehanna International Group, LLP | 15,247 | $253.0K | 0.00% | +15,247 | New |
| UBS Group AG | 14,485 | $240.0K | 0.00% | −6,680−31.6% | Reduced |
| Creative Planning | 13,664 | $227.0K | 0.00% | +13,664 | New |
| Ackerman Capital Advisors, LLC | 13,574 | $225.0K | 0.05% | +13,574 | New |
| Integrated Capital Management, Inc. | 11,029 | $182.0K | 0.14% | +708+6.9% | Added |
| Johnson Financial Group, Inc. | 10,850 | $180.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 10,721 | $178.0K | 0.00% | +10,721 | New |
| Advisor Group Holdings, Inc. | 9,727 | $161.0K | 0.00% | −906−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,323 | $121.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,800 | $113.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,694 | $111.0K | 0.01% | +300+4.7% | Added |
| Clean Yield Group | 6,171 | $102.0K | 0.03% | +42+0.7% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $94.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,633 | $60.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,800 | $46.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $43.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,244 | $37.0K | 0.01% | +2,244 | New |
| Spire Wealth Management | 2,000 | $33.0K | 0.00% | −2,000−50.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,606 | $27.0K | 0.01% | +1,606 | New |
| Harbour Investments, Inc. | 1,500 | $25.0K | 0.00% | −2,070−58.0% | Reduced |
| Umb Bank N A | 138 | $2.00K | 0.00% | +138 | New |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −10,277−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −2,305−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Hochman Cole Investment Advisors, Inc. | – | – | – | – | Not filed |