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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Prospera Financial Services Inc | 308 | $5.00K | 0.00% | +308 | New |
| Umb Bank N A | 454 | $7.00K | 0.00% | +316+229.0% | Added |
| Herold Advisors, Inc. | 1,110 | $16.4K | 0.01% | +1,110 | New |
| Fortitude Advisory Group L.L.C. | 1,606 | $24.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,100 | $31.0K | 0.02% | +2,100 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $38.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2,650 | $39.0K | 0.01% | +2,650 | New |
| Sterling Investment Advisors, Ltd. | 2,799 | $41.0K | 0.01% | +2,799 | New |
| Rockefeller Capital Management L.P. | 5,671 | $83.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,287 | $93.0K | 0.03% | +116+1.9% | Added |
| Belpointe Asset Management LLC | 6,800 | $100.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,323 | $108.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 10,280 | $152.0K | 0.12% | −749−6.8% | Reduced |
| Johnson Financial Group, Inc. | 10,850 | $160.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,564 | $185.0K | 0.00% | −23,004−64.7% | Reduced |
| UBS Group AG | 15,124 | $223.0K | 0.00% | +639+4.4% | Added |
| Advisor Group Holdings, Inc. | 15,871 | $234.0K | 0.00% | +6,144+63.2% | Added |
| HighTower Advisors, LLC | 16,112 | $238.0K | 0.00% | +67+0.4% | Added |
| Davenport & Co LLC | 17,187 | $254.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,500 | $258.0K | 0.00% | −600−3.3% | Reduced |
| Moors & Cabot, Inc. | 25,000 | $369.0K | 0.02% | +25,000 | New |
| Atria Wealth Solutions, Inc. | 25,955 | $384.0K | 0.01% | +25,955 | New |
| Coastal Investment Advisors, Inc. | 26,632 | $393.0K | 0.08% | +2,213+9.1% | Added |
| Guggenheim Capital LLC | 30,803 | $455.0K | 0.00% | −28,913−48.4% | Reduced |
| Kestra Advisory Services, LLC | 36,451 | $538.0K | 0.01% | −9,281−20.3% | Reduced |
| Access Financial Services, Inc. | 41,476 | $612.0K | 0.29% | +1,716+4.3% | Added |
| Commonwealth Equity Services, LLC | 41,867 | $617.0K | 0.00% | +8,259+24.6% | Added |
| LPL Financial LLC | 44,433 | $656.0K | 0.00% | −2,966−6.3% | Reduced |
| Koshinski Asset Management, Inc. | 48,773 | $719.9K | 0.06% | −4,407−8.3% | Reduced |
| Bank of America Corp | 58,137 | $858.0K | 0.00% | +1,751+3.1% | Added |
| Royal Bank of Canada | 62,000 | $915.0K | 0.00% | +4,787+8.4% | Added |
| Wakefield Asset Management LLLP | 63,571 | $938.0K | 0.34% | +3,162+5.2% | Added |
| Park Avenue Securities LLC | 63,715 | $940.0K | 0.02% | +2,457+4.0% | Added |
| Envestnet Asset Management Inc | 65,866 | $972.0K | 0.00% | +2,146+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 80,164 | $1.18M | 0.00% | +2,001+2.6% | Added |
| Fiera Capital Corp | 83,530 | $1.23M | 0.00% | +54,311+185.9% | Added |
| Van Eck Associates Corp | 94,586 | $1.40M | 0.00% | −8,520−8.3% | Reduced |
| Ahl Investment Management, Inc. | 113,554 | $1.68M | 1.54% | +32,039+39.3% | Added |
| Wells Fargo & Company | 187,445 | $2.77M | 0.00% | +11,929+6.8% | Added |
| Tortoise Investment Management, LLC | 233,050 | $3.44M | 0.64% | +132,433+131.6% | Added |
| Rivernorth Capital Management, LLC | 280,428 | $4.14M | 0.16% | +126,121+81.7% | Added |
| Ameriprise Financial Inc | 291,891 | $4.31M | 0.00% | +41,664+16.7% | Added |
| Morgan Stanley | 399,616 | $5.90M | 0.00% | +225,777+129.9% | Added |
| 1607 Capital Partners, LLC | 1,111,941 | $16.4M | 0.96% | +33,863+3.1% | Added |
| 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 |