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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 454 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 610 | $9.00K | 0.00% | +610 | New |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 5,671 | $80.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,338 | $90.0K | 0.04% | +51+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 7,323 | $104.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9,012 | $128.0K | 0.06% | +9,012 | New |
| Johnson Financial Group, Inc. | 10,850 | $154.0K | 0.01% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 12,232 | $173.0K | 0.18% | +12,232 | New |
| NFP Retirement, Inc. | 14,430 | $204.2K | 0.05% | +14,430 | New |
| HighTower Advisors, LLC | 15,122 | $213.0K | 0.00% | −990−6.1% | Reduced |
| CNH Partners LLC | 15,556 | $220.0K | 0.00% | +15,556 | New |
| UBS Group AG | 16,078 | $228.0K | 0.00% | +954+6.3% | Added |
| Advisor Group Holdings, Inc. | 16,476 | $234.0K | 0.00% | +605+3.8% | Added |
| Davenport & Co LLC | 17,187 | $243.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,500 | $248.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,000 | $354.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,947 | $381.0K | 0.00% | +14,383+114.5% | Added |
| Coastal Investment Advisors, Inc. | 26,949 | $385.0K | 0.09% | +317+1.2% | Added |
| LPL Financial LLC | 33,103 | $468.0K | 0.00% | −11,330−25.5% | Reduced |
| Guggenheim Capital LLC | 38,147 | $540.0K | 0.00% | +7,344+23.8% | Added |
| Access Financial Services, Inc. | 39,896 | $565.0K | 0.32% | −1,580−3.8% | Reduced |
| Kestra Advisory Services, LLC | 42,851 | $606.0K | 0.01% | +6,400+17.6% | Added |
| Commonwealth Equity Services, LLC | 43,671 | $617.0K | 0.00% | +1,804+4.3% | Added |
| Koshinski Asset Management, Inc. | 48,797 | $690.0K | 0.07% | +240.0% | Added |
| Bank of America Corp | 54,942 | $777.0K | 0.00% | −3,195−5.5% | Reduced |
| Royal Bank of Canada | 60,958 | $863.0K | 0.00% | −1,042−1.7% | Reduced |
| Wakefield Asset Management LLLP | 64,576 | $914.0K | 0.39% | +1,005+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,736 | $1.10M | 0.00% | −2,428−3.0% | Reduced |
| Van Eck Associates Corp | 80,740 | $1.14M | 0.00% | −13,846−14.6% | Reduced |
| Fiera Capital Corp | 87,633 | $1.24M | 0.00% | +4,103+4.9% | Added |
| Ameriprise Financial Inc | 111,034 | $1.57M | 0.00% | −180,857−62.0% | Reduced |
| Ahl Investment Management, Inc. | 112,893 | $1.60M | 1.61% | −661−0.6% | Reduced |
| Wells Fargo & Company | 193,382 | $2.74M | 0.00% | +5,937+3.2% | Added |
| Karpus Management, Inc. | 267,142 | $3.78M | 0.13% | +267,142 | New |
| Tortoise Investment Management, LLC | 303,663 | $4.30M | 0.84% | +70,613+30.3% | Added |
| Rivernorth Capital Management, LLC | 394,213 | $5.58M | 0.23% | +113,785+40.6% | Added |
| Morgan Stanley | 743,089 | $10.5M | 0.00% | +343,473+86.0% | Added |
| 1607 Capital Partners, LLC | 1,387,774 | $19.6M | 1.34% | +275,833+24.8% | Added |
| 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 |