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, Q2 2022
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 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
- 43
- −3 vs. Q1 2022
- Shares held
- 4.44M
- +771.1K (+21.0%) vs. Q1 2022
- Total value
- $62.8M
- +$8.67M (+16.0%) vs. Q1 2022
- New holders
- 7
- 16 more added
- Sold out
- 10
- 9 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,387,774 | $19.6M | 1.34% | +275,833+24.8% | Added |
| Morgan Stanley | 743,089 | $10.5M | 0.00% | +343,473+86.0% | Added |
| Rivernorth Capital Management, LLC | 394,213 | $5.58M | 0.23% | +113,785+40.6% | Added |
| Tortoise Investment Management, LLC | 303,663 | $4.30M | 0.84% | +70,613+30.3% | Added |
| Karpus Management, Inc. | 267,142 | $3.78M | 0.13% | +267,142 | New |
| Wells Fargo & Company | 193,382 | $2.74M | 0.00% | +5,937+3.2% | Added |
| Ahl Investment Management, Inc. | 112,893 | $1.60M | 1.61% | −661−0.6% | Reduced |
| Ameriprise Financial Inc | 111,034 | $1.57M | 0.00% | −180,857−62.0% | Reduced |
| Fiera Capital Corp | 87,633 | $1.24M | 0.00% | +4,103+4.9% | Added |
| Van Eck Associates Corp | 80,740 | $1.14M | 0.00% | −13,846−14.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,736 | $1.10M | 0.00% | −2,428−3.0% | Reduced |
| Wakefield Asset Management LLLP | 64,576 | $914.0K | 0.39% | +1,005+1.6% | Added |
| Royal Bank of Canada | 60,958 | $863.0K | 0.00% | −1,042−1.7% | Reduced |
| Bank of America Corp | 54,942 | $777.0K | 0.00% | −3,195−5.5% | Reduced |
| Koshinski Asset Management, Inc. | 48,797 | $690.0K | 0.07% | +240.0% | Added |
| Commonwealth Equity Services, LLC | 43,671 | $617.0K | 0.00% | +1,804+4.3% | Added |
| Kestra Advisory Services, LLC | 42,851 | $606.0K | 0.01% | +6,400+17.6% | Added |
| Access Financial Services, Inc. | 39,896 | $565.0K | 0.32% | −1,580−3.8% | Reduced |
| Guggenheim Capital LLC | 38,147 | $540.0K | 0.00% | +7,344+23.8% | Added |
| LPL Financial LLC | 33,103 | $468.0K | 0.00% | −11,330−25.5% | Reduced |
| Coastal Investment Advisors, Inc. | 26,949 | $385.0K | 0.09% | +317+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,947 | $381.0K | 0.00% | +14,383+114.5% | Added |
| Moors & Cabot, Inc. | 25,000 | $354.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 17,500 | $248.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,187 | $243.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,476 | $234.0K | 0.00% | +605+3.8% | Added |
| UBS Group AG | 16,078 | $228.0K | 0.00% | +954+6.3% | Added |
| CNH Partners LLC | 15,556 | $220.0K | 0.00% | +15,556 | New |
| HighTower Advisors, LLC | 15,122 | $213.0K | 0.00% | −990−6.1% | Reduced |
| NFP Retirement, Inc. | 14,430 | $204.2K | 0.05% | +14,430 | New |
| Mariner Investment Group LLC | 12,232 | $173.0K | 0.18% | +12,232 | New |
| Johnson Financial Group, Inc. | 10,850 | $154.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9,012 | $128.0K | 0.06% | +9,012 | New |
| Cullen/Frost Bankers, Inc. | 7,323 | $104.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,338 | $90.0K | 0.04% | +51+0.8% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $80.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 2,650 | $37.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $37.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,000 | $28.0K | 0.00% | +2,000 | New |
| Northwestern Mutual Wealth Management Co | 610 | $9.00K | 0.00% | +610 | New |
| Umb Bank N A | 454 | $6.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −65,866−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −63,715−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −25,955−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |