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