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, Q4 2024
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Dec 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
- 60
- +11 vs. Q3 2024
- Shares held
- 6.89M
- +396.0K (+6.1%) vs. Q3 2024
- Total value
- $93.6M
- +$1.27M (+1.4%) vs. Q3 2024
- New holders
- 15
- 20 more added
- Sold out
- 4
- 12 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,254,393 | $17.0M | 1.37% | +274,422+28.0% | Added |
| Tortoise Investment Management, LLC | 984,288 | $13.4M | 1.41% | −38,747−3.8% | Reduced |
| Morgan Stanley | 741,579 | $10.1M | 0.00% | +165,749+28.8% | Added |
| Rivernorth Capital Management, LLC | 508,877 | $6.91M | 0.33% | 00.0% | Unchanged |
| Karpus Management, Inc. | 447,885 | $6.08M | 0.18% | −424,365−48.7% | Reduced |
| UBS Group AG | 309,340 | $4.20M | 0.00% | +5,643+1.9% | Added |
| Raymond James Financial Inc | 290,225 | $3.94M | 0.00% | +290,225 | New |
| Guggenheim Capital LLC | 277,302 | $3.77M | 0.03% | −121,990−30.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 254,044 | $3.45M | 0.16% | +732+0.3% | Added |
| Bank of America Corp | 195,096 | $2.65M | 0.00% | −2,657−1.3% | Reduced |
| Captrust Financial Advisors | 182,902 | $2.48M | 0.01% | +20,973+13.0% | Added |
| LPL Financial LLC | 156,096 | $2.12M | 0.00% | +59,385+61.4% | Added |
| Van Eck Associates Corp | 136,207 | $1.85M | 0.00% | +6,238+4.8% | Added |
| Ahl Investment Management, Inc. | 104,504 | $1.42M | 0.99% | −3,701−3.4% | Reduced |
| Wells Fargo & Company | 76,894 | $1.04M | 0.00% | −68,427−47.1% | Reduced |
| Wolverine Asset Management LLC | 65,449 | $888.8K | 0.02% | +3,359+5.4% | Added |
| Sanctuary Advisors, LLC | 64,132 | $880.5K | 0.01% | +4,992+8.4% | Added |
| Pathstone Holdings, LLC | 53,772 | $730.2K | 0.00% | +53,772 | New |
| Bank of New York Mellon Corp | 53,616 | $728.1K | 0.00% | −127−0.2% | Reduced |
| Jones Financial Companies LLLP | 48,883 | $663.8K | 0.00% | +7,461+18.0% | Added |
| Kestra Advisory Services, LLC | 44,483 | $604.1K | 0.00% | +76+0.2% | Added |
| Access Financial Services, Inc. | 42,760 | $580.7K | 0.26% | +23,750+124.9% | Added |
| Koshinski Asset Management, Inc. | 40,874 | $555.1K | 0.05% | +8,278+25.4% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $553.7K | 0.02% | +40,772 | New |
| Cambridge Investment Research Advisors, Inc. | 36,114 | $490.0K | 0.00% | −3,029−7.7% | Reduced |
| Melfa Wealth Management, LLC | 34,992 | $475.2K | 0.32% | +110.0% | Added |
| Commonwealth Equity Services, LLC | 33,741 | $458.0K | 0.00% | +50+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 33,256 | $451.6K | 0.14% | +33,256 | New |
| Royal Bank of Canada | 32,684 | $445.0K | 0.00% | −2,387−6.8% | Reduced |
| Logan Stone Capital, LLC | 31,107 | $422.4K | 0.14% | +31,107 | New |
| Ackerman Capital Advisors, LLC | 31,068 | $421.9K | 0.11% | −5,744−15.6% | Reduced |
| Lee Financial Co | 28,871 | $392.1K | 0.06% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 27,300 | $370.7K | 0.33% | +27,300 | New |
| HighTower Advisors, LLC | 25,437 | $345.4K | 0.00% | +25,437 | New |
| Tyche Wealth Partners LLC | 21,800 | $296.1K | 0.06% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $271.6K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,175 | $206.1K | 0.04% | −356−2.3% | Reduced |
| Janney Montgomery Scott LLC | 14,867 | $202.0K | 0.00% | +14,867 | New |
| Stephens Inc | 14,380 | $195.3K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 13,592 | $184.6K | 0.01% | +13,592 | New |
| Hilltop Holdings Inc. | 11,492 | $156.1K | 0.01% | −1,616−12.3% | Reduced |
| Coastal Investment Advisors, Inc. | 11,408 | $155.8K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,993 | $149.3K | 0.00% | 00.0% | Unchanged |
| Williams & Novak, LLC | 10,500 | $142.6K | 0.14% | +10,500 | New |
| Fairscale Capital, LLC | 9,270 | $125.9K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,850 | $120.2K | 0.00% | +7,115+410.1% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $97.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,519 | $88.5K | 0.00% | +88+1.4% | Added |
| Clean Yield Group | 6,428 | $87.3K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 5,518 | $74.9K | 0.00% | +21+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,331 | $58.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,626 | $49.2K | 0.00% | +987+37.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,363 | $45.7K | 0.00% | +29+0.9% | Added |
| Bessemer Group Inc | 552 | $8.00K | 0.00% | +552 | New |
| Provenance Wealth Advisors, LLC | 512 | $6.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 352 | $4.78K | 0.00% | +352 | New |
| Geneos Wealth Management Inc. | 344 | $4.67K | 0.00% | +344 | New |
| Transce3nd, LLC | 234 | $3.18K | 0.00% | +234 | New |
| Fourth Dimension Wealth, LLC | 159 | $2.16K | 0.00% | +159 | New |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −31,120−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,102−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |