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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 159 | $2.16K | 0.00% | +159 | New |
| Transce3nd, LLC | 234 | $3.18K | 0.00% | +234 | New |
| Geneos Wealth Management Inc. | 344 | $4.67K | 0.00% | +344 | New |
| WPG Advisers, LLC | 352 | $4.78K | 0.00% | +352 | New |
| Provenance Wealth Advisors, LLC | 512 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 552 | $8.00K | 0.00% | +552 | New |
| Steward Partners Investment Advisory, LLC | 3,363 | $45.7K | 0.00% | +29+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,626 | $49.2K | 0.00% | +987+37.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,331 | $58.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,518 | $74.9K | 0.00% | +21+0.4% | Added |
| Clean Yield Group | 6,428 | $87.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,519 | $88.5K | 0.00% | +88+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $97.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,850 | $120.2K | 0.00% | +7,115+410.1% | Added |
| Fairscale Capital, LLC | 9,270 | $125.9K | 0.11% | 00.0% | Unchanged |
| Williams & Novak, LLC | 10,500 | $142.6K | 0.14% | +10,500 | New |
| Ancora Advisors, LLC | 10,993 | $149.3K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,408 | $155.8K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,492 | $156.1K | 0.01% | −1,616−12.3% | Reduced |
| Readystate Asset Management LP | 13,592 | $184.6K | 0.01% | +13,592 | New |
| Stephens Inc | 14,380 | $195.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,867 | $202.0K | 0.00% | +14,867 | New |
| Breakwater Capital Group | 15,175 | $206.1K | 0.04% | −356−2.3% | Reduced |
| Creekside Partners | 20,000 | $271.6K | 0.14% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $296.1K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,437 | $345.4K | 0.00% | +25,437 | New |
| Hickory Point Bank & Trust | 27,300 | $370.7K | 0.33% | +27,300 | New |
| Lee Financial Co | 28,871 | $392.1K | 0.06% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 31,068 | $421.9K | 0.11% | −5,744−15.6% | Reduced |
| Logan Stone Capital, LLC | 31,107 | $422.4K | 0.14% | +31,107 | New |
| Royal Bank of Canada | 32,684 | $445.0K | 0.00% | −2,387−6.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 33,256 | $451.6K | 0.14% | +33,256 | New |
| Commonwealth Equity Services, LLC | 33,741 | $458.0K | 0.00% | +50+0.1% | Added |
| Melfa Wealth Management, LLC | 34,992 | $475.2K | 0.32% | +110.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,114 | $490.0K | 0.00% | −3,029−7.7% | Reduced |
| Dynamic Advisor Solutions LLC | 40,772 | $553.7K | 0.02% | +40,772 | New |
| Koshinski Asset Management, Inc. | 40,874 | $555.1K | 0.05% | +8,278+25.4% | Added |
| Access Financial Services, Inc. | 42,760 | $580.7K | 0.26% | +23,750+124.9% | Added |
| Kestra Advisory Services, LLC | 44,483 | $604.1K | 0.00% | +76+0.2% | Added |
| Jones Financial Companies LLLP | 48,883 | $663.8K | 0.00% | +7,461+18.0% | Added |
| Bank of New York Mellon Corp | 53,616 | $728.1K | 0.00% | −127−0.2% | Reduced |
| Pathstone Holdings, LLC | 53,772 | $730.2K | 0.00% | +53,772 | New |
| Sanctuary Advisors, LLC | 64,132 | $880.5K | 0.01% | +4,992+8.4% | Added |
| Wolverine Asset Management LLC | 65,449 | $888.8K | 0.02% | +3,359+5.4% | Added |
| Wells Fargo & Company | 76,894 | $1.04M | 0.00% | −68,427−47.1% | Reduced |
| Ahl Investment Management, Inc. | 104,504 | $1.42M | 0.99% | −3,701−3.4% | Reduced |
| Van Eck Associates Corp | 136,207 | $1.85M | 0.00% | +6,238+4.8% | Added |
| LPL Financial LLC | 156,096 | $2.12M | 0.00% | +59,385+61.4% | Added |
| Captrust Financial Advisors | 182,902 | $2.48M | 0.01% | +20,973+13.0% | Added |
| Bank of America Corp | 195,096 | $2.65M | 0.00% | −2,657−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 254,044 | $3.45M | 0.16% | +732+0.3% | Added |
| Guggenheim Capital LLC | 277,302 | $3.77M | 0.03% | −121,990−30.6% | Reduced |
| Raymond James Financial Inc | 290,225 | $3.94M | 0.00% | +290,225 | New |
| UBS Group AG | 309,340 | $4.20M | 0.00% | +5,643+1.9% | Added |
| Karpus Management, Inc. | 447,885 | $6.08M | 0.18% | −424,365−48.7% | Reduced |
| Rivernorth Capital Management, LLC | 508,877 | $6.91M | 0.33% | 00.0% | Unchanged |
| Morgan Stanley | 741,579 | $10.1M | 0.00% | +165,749+28.8% | Added |
| Tortoise Investment Management, LLC | 984,288 | $13.4M | 1.41% | −38,747−3.8% | Reduced |
| 1607 Capital Partners, LLC | 1,254,393 | $17.0M | 1.37% | +274,422+28.0% | Added |
| 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 |