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