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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 2024

Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Sep 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
51
+1 vs. Q2 2024
Shares held
6.77M
−141.8K (−2.1%) vs. Q2 2024
Total value
$96.3M
+$320.7K (+0.3%) vs. Q2 2024
New holders
4
18 more added
Sold out
3
14 more reduced

Compare with Q2 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.

Institutional holdersQ3 2024: 51 institutions
Q1 2021: 52 institutionsQ2 2021: 50 institutionsQ3 2021: 50 institutionsQ4 2021: 48 institutionsQ1 2022: 46 institutionsQ2 2022: 43 institutionsQ3 2022: 47 institutionsQ4 2022: 47 institutionsQ1 2023: 41 institutionsQ2 2023: 43 institutionsQ3 2023: 42 institutionsQ4 2023: 52 institutionsQ1 2024: 47 institutionsQ2 2024: 50 institutionsQ3 2024: 51 institutionsQ4 2024: 60 institutionsQ1 2025: 57 institutionsQ2 2025: 59 institutionsQ3 2025: 61 institutionsQ4 2025: 64 institutionsQ1 2026: 66 institutionsQ2 2026: 70 institutions
Value heldQ3 2024: $96.3M
Q1 2021: $45.5MQ2 2021: $49.6MQ3 2021: $49.5MQ4 2021: $51.4MQ1 2022: $54.1MQ2 2022: $62.8MQ3 2022: $62.2MQ4 2022: $77.8MQ1 2023: $79.9MQ2 2023: $84.6MQ3 2023: $85.5MQ4 2023: $95.3MQ1 2024: $90.2MQ2 2024: $96.0MQ3 2024: $96.3MQ4 2024: $93.6MQ1 2025: $87.4MQ2 2025: $85.5MQ3 2025: $91.1MQ4 2025: $92.0MQ1 2026: $91.9MQ2 2026: $93.9M
Institutions holding NUW and their total value by quarter
QuarterHoldersValue
Q2 202670$93.9M
Q1 202666$91.9M
Q4 202564$92.0M
Q3 202561$91.1M
Q2 202559$85.5M
Q1 202557$87.4M
Q4 202460$93.6M
Q3 202451$96.3M
Q2 202450$96.0M
Q1 202447$90.2M
Q4 202352$95.3M
Q3 202342$85.5M
Q2 202343$84.6M
Q1 202341$79.9M
Q4 202247$77.8M
Q3 202247$62.2M
Q2 202243$62.8M
Q1 202246$54.1M
Q4 202148$51.4M
Q3 202150$49.5M
Q2 202150$49.6M
Q1 202152$45.5M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q2 2024.

Institutions holding NUW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tortoise Investment Management, LLC1,023,035$14.5M1.52%−34,639−3.3%Reduced
1607 Capital Partners, LLC979,971$13.9M1.27%−10,200−1.0%Reduced
Karpus Management, Inc.872,250$12.4M0.34%−104,466−10.7%Reduced
Morgan Stanley575,830$8.19M0.00%−108,902−15.9%Reduced
Rivernorth Capital Management, LLC508,877$7.24M0.35%−4,423−0.9%Reduced
Guggenheim Capital LLC399,292$5.68M0.04%−34,485−7.9%Reduced
UBS Group AG303,697$4.32M0.00%+52,067+20.7%Added
Hennion & Walsh Asset Management, Inc.253,312$3.60M0.17%−15,329−5.7%Reduced
Bank of America Corp197,753$2.81M0.00%+8,147+4.3%Added
Raymond James Financial Services Advisors, Inc.185,780$2.64M0.00%+83,531+81.7%Added
Captrust Financial Advisors161,929$2.30M0.01%+22,683+16.3%Added
Wells Fargo & Company145,321$2.07M0.00%−19,479−11.8%Reduced
Van Eck Associates Corp129,969$1.83M0.00%−2,504−1.9%Reduced
Ahl Investment Management, Inc.108,205$1.54M1.06%00.0%Unchanged
LPL Financial LLC96,711$1.38M0.00%−2,273−2.3%Reduced
Raymond James & Associates93,573$1.33M0.00%+4,469+5.0%Added
Wolverine Asset Management LLC62,090$882.9K0.02%+19,114+44.5%Added
Sanctuary Advisors, LLC59,140$818.2K0.01%+1,468+2.5%Added
Bank of New York Mellon Corp53,743$764.2K0.00%−4,413−7.6%Reduced
Kestra Advisory Services, LLC44,407$631.5K0.00%+51+0.1%Added
Jones Financial Companies LLLP41,422$586.9K0.00%+19,908+92.5%Added
Cambridge Investment Research Advisors, Inc.39,143$557.0K0.00%+24+0.1%Added
Ackerman Capital Advisors, LLC36,812$523.5K0.14%+16,304+79.5%Added
Royal Bank of Canada35,071$498.0K0.00%+3,098+9.7%Added
Melfa Wealth Management, LLC34,981$497.4K0.33%+80.0%Added
Commonwealth Equity Services, LLC33,691$479.0K0.00%−2,343−6.5%Reduced
Koshinski Asset Management, Inc.32,596$463.5K0.04%+140.0%Added
SFI Advisors, LLC31,120$442.5K0.32%+31,120New
Lee Financial Co28,871$411.9K0.06%+28,871New
Tyche Wealth Partners LLC21,800$310.0K0.07%00.0%Unchanged
Landscape Capital Management, L.L.C.21,102$300.1K0.03%−19,632−48.2%Reduced
Creekside Partners20,000$284.4K0.15%00.0%Unchanged
Access Financial Services, Inc.19,010$270.3K0.12%00.0%Unchanged
Breakwater Capital Group15,531$220.9K0.04%+1,076+7.4%Added
Stephens Inc14,380$204.5K0.00%00.0%Unchanged
Hilltop Holdings Inc.13,108$186.4K0.01%+1,255+10.6%Added
Coastal Investment Advisors, Inc.11,408$163.2K0.08%−13,486−54.2%Reduced
Ancora Advisors, LLC10,993$156.3K0.00%00.0%Unchanged
Johnson Financial Group, Inc.10,400$148.4K0.01%00.0%Unchanged
Fairscale Capital, LLC9,270$132.3K0.12%00.0%Unchanged
Cullen/Frost Bankers, Inc.7,193$102.3K0.00%00.0%Unchanged
GWM Advisors LLC6,431$91.5K0.00%+58+0.9%Added
Clean Yield Group6,428$91.4K0.03%00.0%Unchanged
Comerica Bank5,497$78.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,331$61.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,334$47.4K0.00%+148+4.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,639$37.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,735$24.7K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC512$7.28K0.00%+512New
FNY Investment Advisers, LLC100$1.00K0.00%+100New
Salomon & Ludwin, LLC1$140.00%00.0%Unchanged
Palumbo Wealth Management LLC0$00.00%−31,562−100.0%Sold out
Nomura Holdings Inc0$00.00%−21,563−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−6,111−100.0%Sold out