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 |
|---|---|---|---|---|---|
| Umb Bank N A | 138 | $2.00K | 0.00% | +138 | New |
| Harbour Investments, Inc. | 1,500 | $25.0K | 0.00% | −2,070−58.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,606 | $27.0K | 0.01% | +1,606 | New |
| Spire Wealth Management | 2,000 | $33.0K | 0.00% | −2,000−50.0% | Reduced |
| Signet Financial Management, LLC | 2,244 | $37.0K | 0.01% | +2,244 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $43.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,800 | $46.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,633 | $60.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,671 | $94.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,171 | $102.0K | 0.03% | +42+0.7% | Added |
| NEXT Financial Group, Inc | 6,694 | $111.0K | 0.01% | +300+4.7% | Added |
| Belpointe Asset Management LLC | 6,800 | $113.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,323 | $121.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,727 | $161.0K | 0.00% | −906−8.5% | Reduced |
| Raymond James & Associates | 10,721 | $178.0K | 0.00% | +10,721 | New |
| Johnson Financial Group, Inc. | 10,850 | $180.0K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 11,029 | $182.0K | 0.14% | +708+6.9% | Added |
| Ackerman Capital Advisors, LLC | 13,574 | $225.0K | 0.05% | +13,574 | New |
| Creative Planning | 13,664 | $227.0K | 0.00% | +13,664 | New |
| UBS Group AG | 14,485 | $240.0K | 0.00% | −6,680−31.6% | Reduced |
| Susquehanna International Group, LLP | 15,247 | $253.0K | 0.00% | +15,247 | New |
| HighTower Advisors, LLC | 16,045 | $268.0K | 0.00% | +278+1.8% | Added |
| Davenport & Co LLC | 17,187 | $285.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,100 | $300.0K | 0.00% | −900−4.7% | Reduced |
| Coastal Investment Advisors, Inc. | 24,419 | $405.0K | 0.09% | 00.0% | Unchanged |
| Fiera Capital Corp | 29,219 | $484.0K | 0.00% | +29,219 | New |
| Commonwealth Equity Services, LLC | 33,608 | $557.0K | 0.00% | −7,177−17.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,568 | $590.0K | 0.00% | +282+0.8% | Added |
| Access Financial Services, Inc. | 39,760 | $659.0K | 0.30% | +23,615+146.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 40,000 | $663.0K | 0.16% | +20,000+100.0% | Added |
| Kestra Advisory Services, LLC | 45,732 | $758.0K | 0.01% | −14,768−24.4% | Reduced |
| LPL Financial LLC | 47,399 | $786.0K | 0.00% | +1,144+2.5% | Added |
| Koshinski Asset Management, Inc. | 53,180 | $881.7K | 0.07% | −7,940−13.0% | Reduced |
| Bank of America Corp | 56,386 | $934.0K | 0.00% | +6,381+12.8% | Added |
| Royal Bank of Canada | 57,213 | $949.0K | 0.00% | −862−1.5% | Reduced |
| Guggenheim Capital LLC | 59,716 | $990.0K | 0.01% | −3,291−5.2% | Reduced |
| Wakefield Asset Management LLLP | 60,409 | $1.00M | 0.35% | +5,173+9.4% | Added |
| Park Avenue Securities LLC | 61,258 | $1.02M | 0.02% | +6,085+11.0% | Added |
| Envestnet Asset Management Inc | 63,720 | $1.06M | 0.00% | +7,397+13.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,163 | $1.30M | 0.00% | −8,222−9.5% | Reduced |
| Ahl Investment Management, Inc. | 81,515 | $1.35M | 1.23% | +81,515 | New |
| Tortoise Investment Management, LLC | 100,617 | $1.67M | 0.31% | +40,478+67.3% | Added |
| Van Eck Associates Corp | 103,106 | $1.71M | 0.00% | +7,750+8.1% | Added |
| Rivernorth Capital Management, LLC | 154,307 | $2.56M | 0.10% | +5,669+3.8% | Added |
| Morgan Stanley | 173,839 | $2.88M | 0.00% | −1,594−0.9% | Reduced |
| Wells Fargo & Company | 175,516 | $2.91M | 0.00% | −34,119−16.3% | Reduced |
| Ameriprise Financial Inc | 250,227 | $4.14M | 0.00% | +44,282+21.5% | Added |
| 1607 Capital Partners, LLC | 1,078,078 | $17.9M | 0.95% | +616+0.1% | Added |
| 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 |