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, Q2 2023
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 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
- 43
- +2 vs. Q1 2023
- Shares held
- 6.16M
- +361.1K (+6.2%) vs. Q1 2023
- Total value
- $84.6M
- +$4.73M (+5.9%) vs. Q1 2023
- New holders
- 4
- 16 more added
- Sold out
- 2
- 16 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,456,173 | $20.0M | 1.43% | +5,200+0.4% | Added |
| Karpus Management, Inc. | 1,106,633 | $15.2M | 0.48% | −9,994−0.9% | Reduced |
| Morgan Stanley | 645,831 | $8.87M | 0.00% | −85,575−11.7% | Reduced |
| Tortoise Investment Management, LLC | 622,579 | $8.55M | 1.27% | +181,159+41.0% | Added |
| Guggenheim Capital LLC | 413,279 | $5.67M | 0.04% | +159,140+62.6% | Added |
| Rivernorth Capital Management, LLC | 347,678 | $4.77M | 0.24% | +45,616+15.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 337,735 | $4.64M | 0.27% | +36,744+12.2% | Added |
| UBS Group AG | 192,762 | $2.65M | 0.00% | +80,502+71.7% | Added |
| Wells Fargo & Company | 165,629 | $2.27M | 0.00% | −10,730−6.1% | Reduced |
| Bank of America Corp | 142,494 | $1.96M | 0.00% | −13,503−8.7% | Reduced |
| Van Eck Associates Corp | 95,031 | $1.30M | 0.00% | +2,499+2.7% | Added |
| Wakefield Asset Management LLLP | 74,456 | $1.02M | 0.41% | +3,434+4.8% | Added |
| Ameriprise Financial Inc | 48,962 | $672.2K | 0.00% | −1,251−2.5% | Reduced |
| LPL Financial LLC | 48,523 | $666.2K | 0.00% | +17,501+56.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 45,292 | $621.9K | 0.00% | +2,226+5.2% | Added |
| Kestra Advisory Services, LLC | 44,205 | $607.4K | 0.01% | +10,655+31.8% | Added |
| Midwest Financial Group LLC | 40,325 | $554.0K | 0.47% | +715+1.8% | Added |
| Melfa Wealth Management, LLC | 34,855 | $478.6K | 0.49% | +22+0.1% | Added |
| Koshinski Asset Management, Inc. | 27,557 | $378.4K | 0.04% | +27,557 | New |
| HighTower Advisors, LLC | 26,486 | $364.0K | 0.00% | −7,891−23.0% | Reduced |
| Ahl Investment Management, Inc. | 26,359 | $361.9K | 0.32% | −20,013−43.2% | Reduced |
| Atria Wealth Solutions, Inc. | 25,955 | $357.4K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 25,275 | $347.0K | 0.08% | +80.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,231 | $319.0K | 0.00% | −3,740−13.9% | Reduced |
| Commonwealth Equity Services, LLC | 22,325 | $307.0K | 0.00% | −2,188−8.9% | Reduced |
| Access Financial Services, Inc. | 20,810 | $285.7K | 0.17% | −3,921−15.9% | Reduced |
| Bank of New York Mellon Corp | 13,532 | $185.8K | 0.00% | +13,532 | New |
| Royal Bank of Canada | 12,681 | $174.0K | 0.00% | −32,200−71.7% | Reduced |
| Ramiah Investment Group | 11,130 | $152.8K | 0.15% | −376−3.3% | Reduced |
| Johnson Financial Group, Inc. | 10,400 | $143.2K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,122 | $139.0K | 0.02% | −41−0.4% | Reduced |
| Disciplined Investments, LLC | 9,272 | $127.3K | 0.07% | +73+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $98.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,859 | $94.2K | 0.00% | −2,989−30.4% | Reduced |
| Clean Yield Group | 6,428 | $88.3K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,230 | $85.5K | 0.00% | +53+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $36.2K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,088 | $14.9K | 0.01% | −100−8.4% | Reduced |
| Harbour Investments, Inc. | 787 | $10.8K | 0.00% | +787 | New |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 600 | $8.24K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 87 | $1.20K | 0.00% | −537−86.1% | Reduced |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 0 | $0 | 0.00% | −19,044−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |