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