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, Q3 2023
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Sep 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
- 42
- −1 vs. Q2 2023
- Shares held
- 6.38M
- +219.9K (+3.6%) vs. Q2 2023
- Total value
- $85.5M
- +$917.8K (+1.1%) vs. Q2 2023
- New holders
- 5
- 18 more added
- Sold out
- 6
- 11 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $13 | 0.00% | +1 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 299 | $4.01K | 0.00% | +212+243.7% | Added |
| JPMorgan Chase & Co | 645 | $8.64K | 0.00% | +645 | New |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $35.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,117 | $82.0K | 0.00% | +6,117 | New |
| GWM Advisors LLC | 6,195 | $83.0K | 0.00% | −35−0.6% | Reduced |
| Clean Yield Group | 6,428 | $83.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,903 | $92.5K | 0.00% | +44+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $96.4K | 0.00% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 10,512 | $140.9K | 0.03% | +10,512 | New |
| HighTower Advisors, LLC | 10,603 | $142.0K | 0.00% | −15,883−60.0% | Reduced |
| Hilltop Holdings Inc. | 11,556 | $154.8K | 0.02% | +1,434+14.2% | Added |
| Royal Bank of Canada | 12,332 | $165.0K | 0.00% | −349−2.8% | Reduced |
| Bank of New York Mellon Corp | 13,552 | $181.6K | 0.00% | +20+0.1% | Added |
| Ahl Investment Management, Inc. | 14,651 | $196.3K | 0.17% | −11,708−44.4% | Reduced |
| Ameriprise Financial Inc | 18,448 | $247.2K | 0.00% | −30,514−62.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,510 | $248.0K | 0.00% | −4,721−20.3% | Reduced |
| Access Financial Services, Inc. | 20,810 | $278.9K | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,812 | $292.0K | 0.00% | −513−2.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22,244 | $298.1K | 0.12% | +21,156+1,944.5% | Added |
| Coastal Investment Advisors, Inc. | 25,275 | $347.0K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,955 | $348.9K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 27,570 | $369.4K | 0.04% | +130.0% | Added |
| Melfa Wealth Management, LLC | 34,913 | $467.8K | 0.51% | +58+0.2% | Added |
| Kestra Advisory Services, LLC | 44,241 | $592.8K | 0.01% | +36+0.1% | Added |
| Wakefield Asset Management LLLP | 64,348 | $862.4K | 0.39% | −10,108−13.6% | Reduced |
| Raymond James & Associates | 68,197 | $913.8K | 0.00% | +68,197 | New |
| LPL Financial LLC | 71,634 | $959.9K | 0.00% | +23,111+47.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,649 | $973.5K | 0.00% | +27,357+60.4% | Added |
| Van Eck Associates Corp | 113,362 | $1.52M | 0.00% | +18,331+19.3% | Added |
| Wells Fargo & Company | 159,620 | $2.14M | 0.00% | −6,009−3.6% | Reduced |
| UBS Group AG | 209,869 | $2.81M | 0.00% | +17,107+8.9% | Added |
| Bank of America Corp | 228,209 | $3.06M | 0.00% | +85,715+60.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 380,342 | $5.10M | 0.32% | +42,607+12.6% | Added |
| Rivernorth Capital Management, LLC | 411,450 | $5.51M | 0.29% | +63,772+18.3% | Added |
| Guggenheim Capital LLC | 464,690 | $6.23M | 0.05% | +51,411+12.4% | Added |
| Morgan Stanley | 486,106 | $6.51M | 0.00% | −159,725−24.7% | Reduced |
| Tortoise Investment Management, LLC | 712,389 | $9.55M | 1.42% | +89,810+14.4% | Added |
| Karpus Management, Inc. | 1,082,956 | $14.5M | 0.49% | −23,677−2.1% | Reduced |
| 1607 Capital Partners, LLC | 1,484,197 | $19.9M | 1.49% | +28,024+1.9% | Added |
| Midwest Financial Group LLC | 0 | $0 | 0.00% | −40,325−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −11,130−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9,272−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |