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, Q3 2022
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Sep 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
- 47
- +4 vs. Q2 2022
- Shares held
- 4.74M
- +301.4K (+6.8%) vs. Q2 2022
- Total value
- $62.2M
- −$571.9K (−0.9%) vs. Q2 2022
- New holders
- 6
- 20 more added
- Sold out
- 2
- 12 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,402,761 | $18.4M | 1.43% | +14,987+1.1% | Added |
| Morgan Stanley | 816,853 | $10.7M | 0.00% | +73,764+9.9% | Added |
| Rivernorth Capital Management, LLC | 430,523 | $5.65M | 0.25% | +36,310+9.2% | Added |
| Karpus Management, Inc. | 376,149 | $4.94M | 0.17% | +109,007+40.8% | Added |
| Tortoise Investment Management, LLC | 300,665 | $3.95M | 0.77% | −2,998−1.0% | Reduced |
| Wells Fargo & Company | 201,400 | $2.64M | 0.00% | +8,018+4.1% | Added |
| Ahl Investment Management, Inc. | 112,214 | $1.47M | 1.52% | −679−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 103,464 | $1.36M | 0.09% | +103,464 | New |
| Fiera Capital Corp | 87,159 | $1.14M | 0.00% | −474−0.5% | Reduced |
| Van Eck Associates Corp | 82,146 | $1.08M | 0.00% | +1,406+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,956 | $1.04M | 0.00% | +1,220+1.6% | Added |
| Ameriprise Financial Inc | 72,475 | $952.0K | 0.00% | −38,559−34.7% | Reduced |
| Wakefield Asset Management LLLP | 65,766 | $864.0K | 0.40% | +1,190+1.8% | Added |
| Royal Bank of Canada | 64,915 | $852.0K | 0.00% | +3,957+6.5% | Added |
| Kestra Advisory Services, LLC | 46,115 | $605.0K | 0.01% | +3,264+7.6% | Added |
| Koshinski Asset Management, Inc. | 44,821 | $589.0K | 0.07% | −3,976−8.1% | Reduced |
| Bank of America Corp | 44,783 | $588.0K | 0.00% | −10,159−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 41,329 | $542.0K | 0.00% | −2,342−5.4% | Reduced |
| Access Financial Services, Inc. | 39,342 | $517.0K | 0.33% | −554−1.4% | Reduced |
| LPL Financial LLC | 36,279 | $476.0K | 0.00% | +3,176+9.6% | Added |
| Coastal Investment Advisors, Inc. | 27,386 | $360.0K | 0.09% | +437+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,168 | $357.0K | 0.00% | +221+0.8% | Added |
| Atria Wealth Solutions, Inc. | 25,955 | $341.8K | 0.01% | +25,955 | New |
| Moors & Cabot, Inc. | 25,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| CNH Partners LLC | 20,697 | $272.0K | 0.01% | +5,141+33.0% | Added |
| UBS Group AG | 19,355 | $254.0K | 0.00% | +3,277+20.4% | Added |
| Mariner Investment Group LLC | 17,317 | $227.0K | 0.26% | +5,085+41.6% | Added |
| Truist Financial Corp | 15,800 | $207.0K | 0.00% | −1,700−9.7% | Reduced |
| HighTower Advisors, LLC | 15,227 | $200.0K | 0.00% | +105+0.7% | Added |
| NFP Retirement, Inc. | 14,430 | $189.5K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,032 | $145.0K | 0.00% | −5,444−33.0% | Reduced |
| Guggenheim Capital LLC | 10,979 | $144.0K | 0.00% | −27,168−71.2% | Reduced |
| Johnson Financial Group, Inc. | 10,850 | $143.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 10,731 | $141.0K | 0.00% | +10,731 | New |
| Disciplined Investments, LLC | 9,057 | $119.0K | 0.05% | +45+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 7,323 | $96.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,390 | $84.0K | 0.04% | +52+0.8% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,750 | $53.0K | 0.00% | +3,750 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,533 | $20.0K | 0.00% | +1,533 | New |
| First PREMIER Bank | 650 | $9.00K | 0.00% | −2,000−75.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 613 | $8.00K | 0.00% | +3+0.5% | Added |
| Leelyn Smith, LLC | 503 | $7.00K | 0.00% | +503 | 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 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −17,187−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |