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, Q1 2025
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2025. 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
- 57
- −3 vs. Q4 2024
- Shares held
- 6.36M
- −529.0K (−7.7%) vs. Q4 2024
- Total value
- $87.4M
- −$6.14M (−6.6%) vs. Q4 2024
- New holders
- 7
- 18 more added
- Sold out
- 10
- 15 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,303,138 | $17.9M | 1.44% | +48,745+3.9% | Added |
| Tortoise Investment Management, LLC | 936,607 | $12.9M | 1.34% | −47,681−4.8% | Reduced |
| Morgan Stanley | 760,230 | $10.4M | 0.00% | +18,651+2.5% | Added |
| Rivernorth Capital Management, LLC | 452,238 | $6.21M | 0.33% | −56,639−11.1% | Reduced |
| Guggenheim Capital LLC | 328,668 | $4.52M | 0.04% | +51,366+18.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 289,435 | $3.98M | 0.18% | +35,391+13.9% | Added |
| Raymond James Financial Inc | 288,148 | $3.96M | 0.00% | −2,077−0.7% | Reduced |
| UBS Group AG | 228,283 | $3.14M | 0.00% | −81,057−26.2% | Reduced |
| Captrust Financial Advisors | 201,488 | $2.77M | 0.01% | +18,586+10.2% | Added |
| Bank of America Corp | 195,568 | $2.69M | 0.00% | +472+0.2% | Added |
| LPL Financial LLC | 175,565 | $2.41M | 0.00% | +19,469+12.5% | Added |
| Pathstone Holdings, LLC | 110,844 | $1.56M | 0.01% | +57,072+106.1% | Added |
| Van Eck Associates Corp | 108,108 | $1.49M | 0.00% | −28,099−20.6% | Reduced |
| Ahl Investment Management, Inc. | 85,204 | $1.17M | 0.81% | −19,300−18.5% | Reduced |
| Wells Fargo & Company | 75,423 | $1.04M | 0.00% | −1,471−1.9% | Reduced |
| Jones Financial Companies LLLP | 64,486 | $886.7K | 0.00% | +15,603+31.9% | Added |
| Sanctuary Advisors, LLC | 63,768 | $876.2K | 0.01% | −364−0.6% | Reduced |
| Bank of New York Mellon Corp | 52,461 | $720.8K | 0.00% | −1,155−2.2% | Reduced |
| Kestra Advisory Services, LLC | 44,566 | $612.3K | 0.00% | +83+0.2% | Added |
| Access Financial Services, Inc. | 42,760 | $587.5K | 0.24% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 40,811 | $560.7K | 0.05% | −63−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 40,772 | $560.2K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,649 | $517.0K | 0.00% | +1,535+4.3% | Added |
| Royal Bank of Canada | 36,757 | $505.0K | 0.00% | +4,073+12.5% | Added |
| Melfa Wealth Management, LLC | 32,898 | $452.0K | 0.31% | −2,094−6.0% | Reduced |
| SFI Advisors, LLC | 32,241 | $443.0K | 0.33% | +32,241 | New |
| Uniting Wealth Partners, LLC | 29,799 | $409.4K | 0.21% | +29,799 | New |
| Ackerman Capital Advisors, LLC | 27,710 | $380.7K | 0.10% | −3,358−10.8% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $375.1K | 0.33% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,120 | $359.0K | 0.00% | −7,621−22.6% | Reduced |
| HighTower Advisors, LLC | 22,161 | $304.5K | 0.00% | −3,276−12.9% | Reduced |
| Tyche Wealth Partners LLC | 21,800 | $299.5K | 0.06% | 00.0% | Unchanged |
| Creekside Partners | 20,000 | $274.8K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 18,129 | $249.1K | 0.04% | +2,954+19.5% | Added |
| Stephens Inc | 14,380 | $197.6K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,642 | $173.7K | 0.01% | +1,150+10.0% | Added |
| Advisor Group Holdings, Inc. | 12,217 | $167.9K | 0.00% | +3,367+38.0% | Added |
| Coastal Investment Advisors, Inc. | 11,408 | $156.7K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,993 | $151.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,890 | $149.6K | 0.00% | +10,890 | New |
| Wealth Management Associates, Inc. | 10,827 | $148.8K | 0.06% | +10,827 | New |
| Williams & Novak, LLC | 10,500 | $145.0K | 0.14% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 9,270 | $127.8K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,193 | $98.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,564 | $90.2K | 0.00% | +45+0.7% | Added |
| Clean Yield Group | 6,428 | $88.3K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 5,518 | $75.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,331 | $59.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,456 | $47.5K | 0.00% | +93+2.8% | Added |
| Geneos Wealth Management Inc. | 1,698 | $23.3K | 0.00% | +1,354+393.6% | Added |
| Farther Finance Advisors, LLC | 967 | $13.4K | 0.00% | +967 | New |
| Transce3nd, LLC | 234 | $3.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $3.06K | 0.00% | −129−36.6% | Reduced |
| CIBC Private Wealth Group, LLC | 218 | $2.92K | 0.00% | +218 | New |
| Fourth Dimension Wealth, LLC | 159 | $2.19K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 115 | $1.58K | 0.00% | +115 | New |
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −447,885−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −65,449−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −33,256−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −31,107−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −28,871−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,867−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,592−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |