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, Q4 2022
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Dec 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
- 47
- 0 vs. Q3 2022
- Shares held
- 5.72M
- +980.8K (+20.7%) vs. Q3 2022
- Total value
- $77.8M
- +$15.5M (+25.0%) vs. Q3 2022
- New holders
- 7
- 17 more added
- Sold out
- 7
- 15 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,450,755 | $19.7M | 1.36% | +47,994+3.4% | Added |
| Karpus Management, Inc. | 1,125,160 | $15.3M | 0.52% | +749,011+199.1% | Added |
| Morgan Stanley | 868,468 | $11.8M | 0.00% | +51,615+6.3% | Added |
| Tortoise Investment Management, LLC | 381,091 | $5.19M | 0.91% | +80,426+26.7% | Added |
| Rivernorth Capital Management, LLC | 301,354 | $4.10M | 0.18% | −129,169−30.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 205,117 | $2.79M | 0.17% | +101,653+98.2% | Added |
| Wells Fargo & Company | 175,892 | $2.39M | 0.00% | −25,508−12.7% | Reduced |
| Guggenheim Capital LLC | 154,503 | $2.10M | 0.02% | +143,524+1,307.3% | Added |
| Van Eck Associates Corp | 95,221 | $1.30M | 0.00% | +13,075+15.9% | Added |
| Bank of America Corp | 86,895 | $1.18M | 0.00% | +42,112+94.0% | Added |
| Ahl Investment Management, Inc. | 82,919 | $1.13M | 1.05% | −29,295−26.1% | Reduced |
| Wakefield Asset Management LLLP | 68,848 | $937.0K | 0.40% | +3,082+4.7% | Added |
| UBS Group AG | 53,899 | $733.6K | 0.00% | +34,544+178.5% | Added |
| Ameriprise Financial Inc | 52,513 | $715.0K | 0.00% | −19,962−27.5% | Reduced |
| Royal Bank of Canada | 44,531 | $606.0K | 0.00% | −20,384−31.4% | Reduced |
| Koshinski Asset Management, Inc. | 44,331 | $603.3K | 0.06% | −490−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 44,173 | $601.0K | 0.00% | +2,844+6.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,078 | $599.9K | 0.00% | −34,878−44.2% | Reduced |
| Melfa Wealth Management, LLC | 35,730 | $486.3K | 0.51% | +35,730 | New |
| Kestra Advisory Services, LLC | 33,528 | $456.3K | 0.00% | −12,587−27.3% | Reduced |
| LPL Financial LLC | 33,421 | $454.9K | 0.00% | −2,858−7.9% | Reduced |
| Access Financial Services, Inc. | 30,932 | $421.0K | 0.26% | −8,410−21.4% | Reduced |
| HighTower Advisors, LLC | 28,007 | $382.0K | 0.00% | +12,780+83.9% | Added |
| Coastal Investment Advisors, Inc. | 26,977 | $367.2K | 0.09% | −409−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,954 | $367.0K | 0.00% | −214−0.8% | Reduced |
| Mariner Investment Group LLC | 26,690 | $363.0K | 1.10% | +9,373+54.1% | Added |
| Atria Wealth Solutions, Inc. | 25,955 | $353.3K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,000 | $340.3K | 0.02% | 00.0% | Unchanged |
| CNH Partners LLC | 24,397 | $332.0K | 0.01% | +3,700+17.9% | Added |
| Susquehanna International Group, LLP | 20,887 | $284.3K | 0.00% | +20,887 | New |
| NFP Retirement, Inc. | 14,430 | $196.4K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 13,478 | $183.4K | 0.01% | +13,478 | New |
| Ramiah Investment Group | 10,828 | $147.4K | 0.28% | +10,828 | New |
| Johnson Financial Group, Inc. | 10,400 | $141.5K | 0.01% | −450−4.1% | Reduced |
| Disciplined Investments, LLC | 9,139 | $124.4K | 0.06% | +82+0.9% | Added |
| Advisor Group Holdings, Inc. | 7,764 | $106.0K | 0.00% | −3,268−29.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,193 | $97.9K | 0.00% | −130−1.8% | Reduced |
| Clean Yield Group | 6,428 | $87.5K | 0.04% | +38+0.6% | Added |
| Rockefeller Capital Management L.P. | 5,671 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,750 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $35.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,338 | $18.2K | 0.00% | +1,338 | New |
| Thomas J. Herzfeld Advisors, Inc. | 818 | $11.1K | 0.00% | +818 | New |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 621 | $8.45K | 0.00% | +8+1.3% | Added |
| GWM Advisors LLC | 6,177 | $84 | 0.00% | +6,177 | New |
| Fiera Capital Corp | 0 | $0 | 0.00% | −87,159−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,731−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |