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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 454 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 503 | $7.00K | 0.00% | +503 | New |
| Northwestern Mutual Wealth Management Co | 613 | $8.00K | 0.00% | +3+0.5% | Added |
| First PREMIER Bank | 650 | $9.00K | 0.00% | −2,000−75.5% | Reduced |
| BerganKDV Wealth Management, LLC | 1,533 | $20.0K | 0.00% | +1,533 | New |
| Spire Wealth Management | 2,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,750 | $53.0K | 0.00% | +3,750 | New |
| Rockefeller Capital Management L.P. | 5,671 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,390 | $84.0K | 0.04% | +52+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 7,323 | $96.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9,057 | $119.0K | 0.05% | +45+0.5% | Added |
| Raymond James & Associates | 10,731 | $141.0K | 0.00% | +10,731 | New |
| Johnson Financial Group, Inc. | 10,850 | $143.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,979 | $144.0K | 0.00% | −27,168−71.2% | Reduced |
| Advisor Group Holdings, Inc. | 11,032 | $145.0K | 0.00% | −5,444−33.0% | Reduced |
| NFP Retirement, Inc. | 14,430 | $189.5K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,227 | $200.0K | 0.00% | +105+0.7% | Added |
| Truist Financial Corp | 15,800 | $207.0K | 0.00% | −1,700−9.7% | Reduced |
| Mariner Investment Group LLC | 17,317 | $227.0K | 0.26% | +5,085+41.6% | Added |
| UBS Group AG | 19,355 | $254.0K | 0.00% | +3,277+20.4% | Added |
| CNH Partners LLC | 20,697 | $272.0K | 0.01% | +5,141+33.0% | Added |
| Moors & Cabot, Inc. | 25,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,955 | $341.8K | 0.01% | +25,955 | New |
| Cambridge Investment Research Advisors, Inc. | 27,168 | $357.0K | 0.00% | +221+0.8% | Added |
| Coastal Investment Advisors, Inc. | 27,386 | $360.0K | 0.09% | +437+1.6% | Added |
| LPL Financial LLC | 36,279 | $476.0K | 0.00% | +3,176+9.6% | Added |
| Access Financial Services, Inc. | 39,342 | $517.0K | 0.33% | −554−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 41,329 | $542.0K | 0.00% | −2,342−5.4% | Reduced |
| Bank of America Corp | 44,783 | $588.0K | 0.00% | −10,159−18.5% | Reduced |
| Koshinski Asset Management, Inc. | 44,821 | $589.0K | 0.07% | −3,976−8.1% | Reduced |
| Kestra Advisory Services, LLC | 46,115 | $605.0K | 0.01% | +3,264+7.6% | Added |
| Royal Bank of Canada | 64,915 | $852.0K | 0.00% | +3,957+6.5% | Added |
| Wakefield Asset Management LLLP | 65,766 | $864.0K | 0.40% | +1,190+1.8% | Added |
| Ameriprise Financial Inc | 72,475 | $952.0K | 0.00% | −38,559−34.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 78,956 | $1.04M | 0.00% | +1,220+1.6% | Added |
| Van Eck Associates Corp | 82,146 | $1.08M | 0.00% | +1,406+1.7% | Added |
| Fiera Capital Corp | 87,159 | $1.14M | 0.00% | −474−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 103,464 | $1.36M | 0.09% | +103,464 | New |
| Ahl Investment Management, Inc. | 112,214 | $1.47M | 1.52% | −679−0.6% | Reduced |
| Wells Fargo & Company | 201,400 | $2.64M | 0.00% | +8,018+4.1% | Added |
| Tortoise Investment Management, LLC | 300,665 | $3.95M | 0.77% | −2,998−1.0% | Reduced |
| Karpus Management, Inc. | 376,149 | $4.94M | 0.17% | +109,007+40.8% | Added |
| Rivernorth Capital Management, LLC | 430,523 | $5.65M | 0.25% | +36,310+9.2% | Added |
| Morgan Stanley | 816,853 | $10.7M | 0.00% | +73,764+9.9% | Added |
| 1607 Capital Partners, LLC | 1,402,761 | $18.4M | 1.43% | +14,987+1.1% | Added |
| 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 |