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 2024
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2024. 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
- 47
- −5 vs. Q4 2023
- Shares held
- 6.68M
- −306.2K (−4.4%) vs. Q4 2023
- Total value
- $90.2M
- −$5.04M (−5.3%) vs. Q4 2023
- New holders
- 1
- 19 more added
- Sold out
- 6
- 16 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,018,417 | $13.7M | 1.12% | −515,280−33.6% | Reduced |
| Tortoise Investment Management, LLC | 1,007,470 | $13.6M | 1.65% | +186,160+22.7% | Added |
| Karpus Management, Inc. | 1,005,602 | $13.6M | 0.39% | −70,465−6.5% | Reduced |
| Morgan Stanley | 542,478 | $7.32M | 0.00% | −1,075−0.2% | Reduced |
| Rivernorth Capital Management, LLC | 512,053 | $6.91M | 0.33% | −3,062−0.6% | Reduced |
| Guggenheim Capital LLC | 444,074 | $5.99M | 0.04% | −7,675−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 388,101 | $5.24M | 0.28% | −6,167−1.6% | Reduced |
| UBS Group AG | 218,778 | $2.95M | 0.00% | −3,550−1.6% | Reduced |
| Bank of America Corp | 190,985 | $2.58M | 0.00% | +43,609+29.6% | Added |
| Wells Fargo & Company | 170,737 | $2.30M | 0.00% | +2,196+1.3% | Added |
| Van Eck Associates Corp | 115,446 | $1.56M | 0.00% | −16,407−12.4% | Reduced |
| Captrust Financial Advisors | 102,953 | $1.39M | 0.01% | +55,942+119.0% | Added |
| Ahl Investment Management, Inc. | 93,916 | $1.27M | 0.97% | +77,615+476.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 90,259 | $1.22M | 0.00% | −1,756−1.9% | Reduced |
| Raymond James & Associates | 88,979 | $1.20M | 0.00% | +15,356+20.9% | Added |
| LPL Financial LLC | 81,474 | $1.10M | 0.00% | −3,002−3.6% | Reduced |
| Bank of New York Mellon Corp | 56,975 | $769.2K | 0.00% | +182+0.3% | Added |
| Landscape Capital Management, L.L.C. | 44,701 | $603.5K | 0.05% | −2,412−5.1% | Reduced |
| Kestra Advisory Services, LLC | 44,318 | $598.3K | 0.00% | +26+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,724 | $523.0K | 0.00% | +210+0.5% | Added |
| Commonwealth Equity Services, LLC | 38,553 | $520.0K | 0.00% | +7,360+23.6% | Added |
| Wolverine Asset Management LLC | 35,234 | $475.7K | 0.01% | +5,096+16.9% | Added |
| Melfa Wealth Management, LLC | 34,965 | $472.0K | 0.34% | +50.0% | Added |
| Palumbo Wealth Management LLC | 31,562 | $426.1K | 0.19% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,184 | $421.0K | 0.00% | +18,589+147.6% | Added |
| Koshinski Asset Management, Inc. | 30,652 | $413.8K | 0.04% | −15,595−33.7% | Reduced |
| Coastal Investment Advisors, Inc. | 24,890 | $336.0K | 0.07% | +30.0% | Added |
| Atria Wealth Solutions, Inc. | 23,960 | $324.5K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 23,513 | $317.4K | 0.08% | +12,646+116.4% | Added |
| Tyche Wealth Partners LLC | 21,800 | $294.3K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 21,563 | $291.1K | 0.00% | +2,946+15.8% | Added |
| Access Financial Services, Inc. | 19,010 | $256.6K | 0.11% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 16,645 | $224.7K | 0.06% | −19,857−54.4% | Reduced |
| Stephens Inc | 14,500 | $195.8K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,733 | $158.4K | 0.02% | +164+1.4% | Added |
| Ancora Advisors, LLC | 10,993 | $148.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,193 | $97.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $86.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,313 | $85.2K | 0.00% | +38+0.6% | Added |
| Comerica Bank | 5,497 | $74.2K | 0.00% | −620−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,568 | $48.2K | 0.00% | −2,095−37.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,167 | $42.8K | 0.00% | −1,339−29.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $35.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $13.5K | 0.00% | +697+230.0% | Added |
| First PREMIER Bank | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −16,971−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −9,428−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |