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, Q1 2022
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2022. 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
- 46
- 0 vs. Q4 2021
- Shares held
- 3.67M
- +573.6K (+18.5%) vs. Q4 2021
- Total value
- $54.1M
- +$2.84M (+5.5%) vs. Q4 2021
- New holders
- 8
- 22 more added
- Sold out
- 8
- 8 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,111,941 | $16.4M | 0.96% | +33,863+3.1% | Added |
| Morgan Stanley | 399,616 | $5.90M | 0.00% | +225,777+129.9% | Added |
| Ameriprise Financial Inc | 291,891 | $4.31M | 0.00% | +41,664+16.7% | Added |
| Rivernorth Capital Management, LLC | 280,428 | $4.14M | 0.16% | +126,121+81.7% | Added |
| Tortoise Investment Management, LLC | 233,050 | $3.44M | 0.64% | +132,433+131.6% | Added |
| Wells Fargo & Company | 187,445 | $2.77M | 0.00% | +11,929+6.8% | Added |
| Ahl Investment Management, Inc. | 113,554 | $1.68M | 1.54% | +32,039+39.3% | Added |
| Van Eck Associates Corp | 94,586 | $1.40M | 0.00% | −8,520−8.3% | Reduced |
| Fiera Capital Corp | 83,530 | $1.23M | 0.00% | +54,311+185.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 80,164 | $1.18M | 0.00% | +2,001+2.6% | Added |
| Envestnet Asset Management Inc | 65,866 | $972.0K | 0.00% | +2,146+3.4% | Added |
| Park Avenue Securities LLC | 63,715 | $940.0K | 0.02% | +2,457+4.0% | Added |
| Wakefield Asset Management LLLP | 63,571 | $938.0K | 0.34% | +3,162+5.2% | Added |
| Royal Bank of Canada | 62,000 | $915.0K | 0.00% | +4,787+8.4% | Added |
| Bank of America Corp | 58,137 | $858.0K | 0.00% | +1,751+3.1% | Added |
| Koshinski Asset Management, Inc. | 48,773 | $719.9K | 0.06% | −4,407−8.3% | Reduced |
| LPL Financial LLC | 44,433 | $656.0K | 0.00% | −2,966−6.3% | Reduced |
| Commonwealth Equity Services, LLC | 41,867 | $617.0K | 0.00% | +8,259+24.6% | Added |
| Access Financial Services, Inc. | 41,476 | $612.0K | 0.29% | +1,716+4.3% | Added |
| Kestra Advisory Services, LLC | 36,451 | $538.0K | 0.01% | −9,281−20.3% | Reduced |
| Guggenheim Capital LLC | 30,803 | $455.0K | 0.00% | −28,913−48.4% | Reduced |
| Coastal Investment Advisors, Inc. | 26,632 | $393.0K | 0.08% | +2,213+9.1% | Added |
| Atria Wealth Solutions, Inc. | 25,955 | $384.0K | 0.01% | +25,955 | New |
| Moors & Cabot, Inc. | 25,000 | $369.0K | 0.02% | +25,000 | New |
| Truist Financial Corp | 17,500 | $258.0K | 0.00% | −600−3.3% | Reduced |
| Davenport & Co LLC | 17,187 | $254.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,112 | $238.0K | 0.00% | +67+0.4% | Added |
| Advisor Group Holdings, Inc. | 15,871 | $234.0K | 0.00% | +6,144+63.2% | Added |
| UBS Group AG | 15,124 | $223.0K | 0.00% | +639+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,564 | $185.0K | 0.00% | −23,004−64.7% | Reduced |
| Johnson Financial Group, Inc. | 10,850 | $160.0K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 10,280 | $152.0K | 0.12% | −749−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,323 | $108.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,800 | $100.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 6,287 | $93.0K | 0.03% | +116+1.9% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $83.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,799 | $41.0K | 0.01% | +2,799 | New |
| First PREMIER Bank | 2,650 | $39.0K | 0.01% | +2,650 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $38.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,100 | $31.0K | 0.02% | +2,100 | New |
| Spire Wealth Management | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,606 | $24.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,110 | $16.4K | 0.01% | +1,110 | New |
| Umb Bank N A | 454 | $7.00K | 0.00% | +316+229.0% | Added |
| Prospera Financial Services Inc | 308 | $5.00K | 0.00% | +308 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,247−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −13,574−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |