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