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, Q1 2023
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2023. 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
- 41
- −6 vs. Q4 2022
- Shares held
- 5.80M
- +77.6K (+1.4%) vs. Q4 2022
- Total value
- $79.9M
- +$2.07M (+2.7%) vs. Q4 2022
- New holders
- 4
- 18 more added
- Sold out
- 10
- 12 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,450,973 | $20.0M | 1.41% | +2180.0% | Added |
| Karpus Management, Inc. | 1,116,627 | $15.4M | 0.48% | −8,533−0.8% | Reduced |
| Morgan Stanley | 731,406 | $10.1M | 0.00% | −137,062−15.8% | Reduced |
| Tortoise Investment Management, LLC | 441,420 | $6.08M | 0.97% | +60,329+15.8% | Added |
| Rivernorth Capital Management, LLC | 302,062 | $4.16M | 0.20% | +708+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 300,991 | $4.14M | 0.25% | +95,874+46.7% | Added |
| Guggenheim Capital LLC | 254,139 | $3.50M | 0.03% | +99,636+64.5% | Added |
| Wells Fargo & Company | 176,359 | $2.43M | 0.00% | +467+0.3% | Added |
| Bank of America Corp | 155,997 | $2.15M | 0.00% | +69,102+79.5% | Added |
| UBS Group AG | 112,260 | $1.55M | 0.00% | +58,361+108.3% | Added |
| Van Eck Associates Corp | 92,532 | $1.27M | 0.00% | −2,689−2.8% | Reduced |
| Wakefield Asset Management LLLP | 71,022 | $978.1K | 0.41% | +2,174+3.2% | Added |
| Ameriprise Financial Inc | 50,213 | $691.4K | 0.00% | −2,300−4.4% | Reduced |
| Ahl Investment Management, Inc. | 46,372 | $638.5K | 0.59% | −36,547−44.1% | Reduced |
| Royal Bank of Canada | 44,881 | $618.0K | 0.00% | +350+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,066 | $593.0K | 0.00% | −1,012−2.3% | Reduced |
| Midwest Financial Group LLC | 39,610 | $545.0K | 0.50% | +39,610 | New |
| Melfa Wealth Management, LLC | 34,833 | $479.7K | 0.48% | −897−2.5% | Reduced |
| HighTower Advisors, LLC | 34,377 | $474.0K | 0.00% | +6,370+22.7% | Added |
| Kestra Advisory Services, LLC | 33,550 | $462.0K | 0.01% | +22+0.1% | Added |
| LPL Financial LLC | 31,022 | $427.2K | 0.00% | −2,399−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,971 | $371.0K | 0.00% | +17+0.1% | Added |
| Atria Wealth Solutions, Inc. | 25,955 | $358.4K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 25,267 | $347.9K | 0.08% | −1,710−6.3% | Reduced |
| Access Financial Services, Inc. | 24,731 | $340.5K | 0.21% | −6,201−20.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,513 | $337.0K | 0.00% | −19,660−44.5% | Reduced |
| CNH Partners LLC | 19,044 | $262.2K | 0.01% | −5,353−21.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,800 | $176.3K | 0.01% | +12,800 | New |
| Ramiah Investment Group | 11,506 | $158.4K | 0.14% | +678+6.3% | Added |
| Johnson Financial Group, Inc. | 10,400 | $143.6K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,163 | $139.9K | 0.02% | +10,163 | New |
| Advisor Group Holdings, Inc. | 9,848 | $135.6K | 0.00% | +2,084+26.8% | Added |
| Disciplined Investments, LLC | 9,199 | $126.7K | 0.05% | +60+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $99.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $88.5K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,177 | $85.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $36.3K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,188 | $16.4K | 0.01% | +370+45.2% | Added |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 624 | $8.59K | 0.00% | +3+0.5% | Added |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −44,331−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −26,690−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,887−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −14,430−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −13,478−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |