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 2024
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Jun 30, 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
- 50
- +3 vs. Q1 2024
- Shares held
- 6.92M
- +231.8K (+3.5%) vs. Q1 2024
- Total value
- $96.0M
- +$5.73M (+6.3%) vs. Q1 2024
- New holders
- 6
- 23 more added
- Sold out
- 3
- 11 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1,057,674 | $14.7M | 1.67% | +50,204+5.0% | Added |
| 1607 Capital Partners, LLC | 990,171 | $13.7M | 1.23% | −28,246−2.8% | Reduced |
| Karpus Management, Inc. | 976,716 | $13.6M | 0.38% | −28,886−2.9% | Reduced |
| Morgan Stanley | 684,732 | $9.50M | 0.00% | +142,254+26.2% | Added |
| Rivernorth Capital Management, LLC | 513,300 | $7.12M | 0.34% | +1,247+0.2% | Added |
| Guggenheim Capital LLC | 433,777 | $6.02M | 0.04% | −10,297−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 268,641 | $3.73M | 0.19% | −119,460−30.8% | Reduced |
| UBS Group AG | 251,630 | $3.49M | 0.00% | +32,852+15.0% | Added |
| Bank of America Corp | 189,606 | $2.63M | 0.00% | −1,379−0.7% | Reduced |
| Wells Fargo & Company | 164,800 | $2.29M | 0.00% | −5,937−3.5% | Reduced |
| Captrust Financial Advisors | 139,246 | $1.93M | 0.01% | +36,293+35.3% | Added |
| Van Eck Associates Corp | 132,473 | $1.84M | 0.00% | +17,027+14.7% | Added |
| Ahl Investment Management, Inc. | 108,205 | $1.50M | 1.10% | +14,289+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 102,249 | $1.42M | 0.00% | +11,990+13.3% | Added |
| LPL Financial LLC | 98,984 | $1.37M | 0.00% | +17,510+21.5% | Added |
| Raymond James & Associates | 89,104 | $1.24M | 0.00% | +125+0.1% | Added |
| Bank of New York Mellon Corp | 58,156 | $807.2K | 0.00% | +1,181+2.1% | Added |
| Sanctuary Advisors, LLC | 57,672 | $778.6K | 0.01% | +57,672 | New |
| Kestra Advisory Services, LLC | 44,356 | $615.7K | 0.00% | +38+0.1% | Added |
| Wolverine Asset Management LLC | 42,976 | $596.5K | 0.01% | +7,742+22.0% | Added |
| Landscape Capital Management, L.L.C. | 40,734 | $565.4K | 0.05% | −3,967−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,119 | $543.0K | 0.00% | +395+1.0% | Added |
| Commonwealth Equity Services, LLC | 36,034 | $500.0K | 0.00% | −2,519−6.5% | Reduced |
| Melfa Wealth Management, LLC | 34,973 | $485.4K | 0.34% | +80.0% | Added |
| Koshinski Asset Management, Inc. | 32,582 | $448.0K | 0.04% | +1,930+6.3% | Added |
| Royal Bank of Canada | 31,973 | $443.0K | 0.00% | +789+2.5% | Added |
| Palumbo Wealth Management LLC | 31,562 | $438.1K | 0.19% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 24,894 | $345.5K | 0.07% | +40.0% | Added |
| Tyche Wealth Partners LLC | 21,800 | $302.6K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 21,563 | $299.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21,514 | $298.6K | 0.00% | +21,514 | New |
| Ackerman Capital Advisors, LLC | 20,508 | $284.7K | 0.08% | +3,863+23.2% | Added |
| Creekside Partners | 20,000 | $277.6K | 0.15% | +20,000 | New |
| Access Financial Services, Inc. | 19,010 | $263.9K | 0.12% | 00.0% | Unchanged |
| Breakwater Capital Group | 14,455 | $200.6K | 0.05% | −9,058−38.5% | Reduced |
| Stephens Inc | 14,380 | $199.6K | 0.00% | −120−0.8% | Reduced |
| Hilltop Holdings Inc. | 11,853 | $164.5K | 0.02% | +120+1.0% | Added |
| Ancora Advisors, LLC | 10,993 | $152.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10,400 | $144.8K | 0.01% | +10,400 | New |
| Fairscale Capital, LLC | 9,270 | $127.9K | 0.11% | +9,270 | New |
| Cullen/Frost Bankers, Inc. | 7,193 | $99.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $89.2K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,373 | $88.5K | 0.00% | +60+1.0% | Added |
| Camelot Portfolios, LLC | 6,111 | $84.8K | 0.05% | +6,111 | New |
| Comerica Bank | 5,497 | $76.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,331 | $60.1K | 0.00% | +3,331+333.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,186 | $44.2K | 0.00% | +19+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $36.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,735 | $24.1K | 0.00% | −1,833−51.4% | Reduced |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −23,960−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |