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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 624 | $8.59K | 0.00% | +3+0.5% | Added |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,188 | $16.4K | 0.01% | +370+45.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $36.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,177 | $85.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $88.5K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,193 | $99.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9,199 | $126.7K | 0.05% | +60+0.7% | Added |
| Advisor Group Holdings, Inc. | 9,848 | $135.6K | 0.00% | +2,084+26.8% | Added |
| Hilltop Holdings Inc. | 10,163 | $139.9K | 0.02% | +10,163 | New |
| Johnson Financial Group, Inc. | 10,400 | $143.6K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 11,506 | $158.4K | 0.14% | +678+6.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,800 | $176.3K | 0.01% | +12,800 | New |
| CNH Partners LLC | 19,044 | $262.2K | 0.01% | −5,353−21.9% | Reduced |
| Commonwealth Equity Services, LLC | 24,513 | $337.0K | 0.00% | −19,660−44.5% | Reduced |
| Access Financial Services, Inc. | 24,731 | $340.5K | 0.21% | −6,201−20.0% | Reduced |
| Coastal Investment Advisors, Inc. | 25,267 | $347.9K | 0.08% | −1,710−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 25,955 | $358.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,971 | $371.0K | 0.00% | +17+0.1% | Added |
| LPL Financial LLC | 31,022 | $427.2K | 0.00% | −2,399−7.2% | Reduced |
| Kestra Advisory Services, LLC | 33,550 | $462.0K | 0.01% | +22+0.1% | Added |
| HighTower Advisors, LLC | 34,377 | $474.0K | 0.00% | +6,370+22.7% | Added |
| Melfa Wealth Management, LLC | 34,833 | $479.7K | 0.48% | −897−2.5% | Reduced |
| Midwest Financial Group LLC | 39,610 | $545.0K | 0.50% | +39,610 | New |
| Raymond James Financial Services Advisors, Inc. | 43,066 | $593.0K | 0.00% | −1,012−2.3% | Reduced |
| Royal Bank of Canada | 44,881 | $618.0K | 0.00% | +350+0.8% | Added |
| Ahl Investment Management, Inc. | 46,372 | $638.5K | 0.59% | −36,547−44.1% | Reduced |
| Ameriprise Financial Inc | 50,213 | $691.4K | 0.00% | −2,300−4.4% | Reduced |
| Wakefield Asset Management LLLP | 71,022 | $978.1K | 0.41% | +2,174+3.2% | Added |
| Van Eck Associates Corp | 92,532 | $1.27M | 0.00% | −2,689−2.8% | Reduced |
| UBS Group AG | 112,260 | $1.55M | 0.00% | +58,361+108.3% | Added |
| Bank of America Corp | 155,997 | $2.15M | 0.00% | +69,102+79.5% | Added |
| Wells Fargo & Company | 176,359 | $2.43M | 0.00% | +467+0.3% | Added |
| Guggenheim Capital LLC | 254,139 | $3.50M | 0.03% | +99,636+64.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 300,991 | $4.14M | 0.25% | +95,874+46.7% | Added |
| Rivernorth Capital Management, LLC | 302,062 | $4.16M | 0.20% | +708+0.2% | Added |
| Tortoise Investment Management, LLC | 441,420 | $6.08M | 0.97% | +60,329+15.8% | Added |
| Morgan Stanley | 731,406 | $10.1M | 0.00% | −137,062−15.8% | Reduced |
| Karpus Management, Inc. | 1,116,627 | $15.4M | 0.48% | −8,533−0.8% | Reduced |
| 1607 Capital Partners, LLC | 1,450,973 | $20.0M | 1.41% | +2180.0% | Added |
| 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 |