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Nuveen AMT-Free Municipal Value Fund (NUW) Institutional Ownership

$13.37 -0.03 (-0.22%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Nuveen AMT-Free Municipal Value Fund (NYSE:NUW)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$11.38M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.35M
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NUW Institutional Buying and Selling by Quarter

Nuveen AMT-Free Municipal Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/3/2024 Rivernorth Capital Management LLC508,877$7.24M0.4%-0.9%0.000%
11/25/2024 Sanctuary Advisors LLC59,140$818K0.0%+2.5%0.000%
11/15/2024 Rivernorth Capital Management LLC508,877$7.24M0.4%-0.9%0.000%
11/15/2024 Hilltop Holdings Inc.13,108$186K0.0%+10.6%0.000%
11/14/2024 Captrust Financial Advisors161,929$2.30M0.0%+16.3%0.000%
11/9/2024 Landscape Capital Management L.L.C.21,102$300K0.0%-48.2%0.000%
11/4/2024 Wolverine Asset Management LLC62,090$883K0.0%+44.5%0.000%
10/29/2024 Van ECK Associates Corp129,969$1.83M0.0%-1.9%0.000%
10/29/2024 Realta Investment Advisors11,408$163K0.1%-54.2%0.000%
10/24/2024 Ackerman Capital Advisors LLC36,812$523K0.1%+79.5%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.253,312$3.60M0.2%-5.7%0.000%
9/5/2024 Sanctuary Advisors LLC57,672$779K0.0%N/A0.000%
8/30/2024 Creekside Partners20,000$278K0.2%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.4,331$60K0.0%+333.1%0.000%
8/14/2024 Fairscale Capital LLC9,270$128K0.1%N/A0.000%
8/2/2024 Wolverine Asset Management LLC42,976$597K0.0%+22.0%0.000%
8/2/2024 Tortoise Investment Management LLC1,057,674$14.68M1.7%+5.0%0.000%
7/31/2024 Van ECK Associates Corp132,473$1.84M0.0%+14.7%0.000%
7/31/2024Commonwealth Equity Services LLC36,034$500K0.0%-6.5%0.000%
7/26/2024 Breakwater Capital Group14,455$201K0.0%-38.5%0.000%
7/26/2024 Bank of New York Mellon Corp58,156$807K0.0%+2.1%0.000%
7/26/2024 Ackerman Capital Advisors LLC20,508$285K0.1%+23.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.268,641$3.73M0.2%-30.8%0.000%
7/15/2024 AHL Investment Management Inc.108,205$1.50M1.1%+15.2%0.000%
5/14/2024 Karpus Management Inc.1,005,602$13.58M0.4%-6.5%0.000%
5/9/2024 Koshinski Asset Management Inc.30,652$414K0.0%-33.7%0.000%
4/24/2024 Ackerman Capital Advisors LLC16,645$225K0.1%-54.4%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.90,259$1.22M0.0%-1.9%0.000%
4/18/2024 Breakwater Capital Group23,513$317K0.1%+116.4%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.388,101$5.24M0.3%-1.6%0.000%
4/15/2024 AHL Investment Management Inc.93,916$1.27M1.0%+476.1%0.000%
3/27/2024 Nomura Holdings Inc.18,617$254K0.0%N/A0.000%
2/29/2024 Tortoise Investment Management LLC821,310$11.19M1.5%+15.3%0.000%
2/13/2024 Karpus Management Inc.1,076,067$14.67M0.4%-0.6%0.000%
2/13/2024 1607 Capital Partners LLC1,533,697$20.90M1.5%+3.3%0.000%
2/12/2024 Weiss Asset Management LP12,023$164K0.0%N/A0.000%
2/8/2024 Tortoise Investment Management LLC823,053$11.38M1.5%+15.5%0.000%
2/5/2024 Van ECK Associates Corp131,853$1.80M0.0%+16.3%0.000%
2/2/2024 Atria Wealth Solutions Inc.23,960$327K0.0%-7.7%0.000%
2/1/2024 Wolverine Asset Management LLC30,138$411K0.0%N/A0.000%
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1/30/2024 Tyche Wealth Partners LLC21,800$297K0.1%N/A0.000%
1/29/2024 Koshinski Asset Management Inc.46,247$630K0.1%+67.7%0.000%
1/24/2024 Breakwater Capital Group10,867$148K0.0%N/A0.000%
1/22/2024 Palumbo Wealth Management LLC31,562$430K0.2%N/A0.000%
1/19/2024 Ackerman Capital Advisors LLC36,502$498K0.1%N/A0.000%
1/18/2024 Access Financial Services Inc.19,010$259K0.1%-8.6%0.000%
1/17/2024 AHL Investment Management Inc.16,301$222K0.2%+11.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.92,015$1.25M0.0%+26.7%0.000%
1/16/2024Raymond James & Associates73,623$1.00M0.0%+8.0%0.000%
11/15/2023 1607 Capital Partners LLC1,484,197$19.89M1.5%+1.9%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.22,244$298K0.1%+1,944.5%0.000%
11/9/2023 Karpus Management Inc.1,082,956$14.51M0.5%-2.1%0.000%
11/9/2023 UBS Group AG209,869$2.81M0.0%+8.9%0.000%
11/8/2023 Van ECK Associates Corp113,362$1.52M0.0%+19.3%0.000%
11/1/2023 Wakefield Asset Management LLLP64,348$862K0.4%-13.6%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.380,342$5.10M0.3%+12.6%0.000%
10/27/2023Crestone Asset Management LLC10,512$141K0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.72,649$974K0.0%+60.4%0.000%
10/24/2023Raymond James & Associates68,197$914K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.18,510$248K0.0%-20.3%0.000%
10/5/2023 AHL Investment Management Inc.14,651$196K0.2%-44.4%0.000%
10/4/2023 International Assets Investment Management LLC1,969$26K0.0%N/A0.000%
8/15/2023 Rivernorth Capital Management LLC347,678$4.77M0.2%+15.1%0.000%
8/11/2023 Karpus Management Inc.1,106,633$15.19M0.5%-0.9%0.000%
8/11/2023 Kestra Advisory Services LLC44,205$607K0.0%+31.8%0.000%
8/11/2023 Guggenheim Capital LLC413,279$5.67M0.0%+62.6%0.000%
8/8/2023 Access Financial Services Inc.20,810$286K0.2%-15.9%0.000%
8/7/2023 Tortoise Investment Management LLC622,579$8.55M1.3%+41.0%0.000%
8/3/2023 Van ECK Associates Corp95,031$1.31M0.0%+2.7%0.000%
8/1/2023 Wakefield Asset Management LLLP74,456$1.02M0.4%+4.8%0.000%
7/31/2023 LPL Financial LLC48,523$666K0.0%+56.4%0.000%
7/28/2023 Koshinski Asset Management Inc.27,557$378K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.45,292$622K0.0%+5.2%0.000%
7/19/2023 AHL Investment Management Inc.26,359$362K0.3%-43.2%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.23,231$319K0.0%-13.9%0.000%
5/11/2023 Karpus Management Inc.1,116,627$15.38M0.5%-0.8%0.000%
5/11/2023 Guggenheim Capital LLC254,139$3.50M0.0%+64.5%0.000%
5/9/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,800$176K0.0%N/A0.000%
5/9/2023 Tortoise Investment Management LLC441,420$6.08M1.0%+15.8%0.000%
5/5/2023 Coastal Investment Advisors Inc.25,267$348K0.1%-6.3%0.000%
5/3/2023 Van ECK Associates Corp92,532$1.27M0.0%-2.8%0.000%
5/2/2023 Wakefield Asset Management LLLP71,022$978K0.4%+3.2%0.000%
4/24/2023 Access Financial Services Inc.24,731$341K0.2%-20.0%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.300,991$4.15M0.3%+46.7%0.000%
4/20/2023 Melfa Wealth Management LLC34,833$480K0.5%-2.5%0.000%
4/20/2023Midwest Financial Group LLC39,610$545K0.5%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.43,066$593K0.0%-2.3%0.000%
4/13/2023 AHL Investment Management Inc.46,372$639K0.6%-44.1%0.000%
2/9/2023 HighTower Advisors LLC28,007$382K0.0%+83.9%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.44,078$600K0.0%-44.2%0.000%
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2/8/2023 Van ECK Associates Corp95,221$1.30M0.0%+15.9%0.000%
2/7/2023Commonwealth Equity Services LLC44,173$601K0.0%+6.9%0.000%
2/7/2023 LPL Financial LLC33,421$455K0.0%-7.9%0.000%
2/3/2023 Tortoise Investment Management LLC381,091$5.19M0.9%+26.7%0.000%
1/31/2023 Kestra Advisory Services LLC33,528$456K0.0%-27.3%0.000%
1/31/2023 Melfa Wealth Management LLC35,730$486K0.5%N/A0.000%
1/30/2023 Wakefield Asset Management LLLP68,848$937K0.4%+4.7%0.000%
1/20/2023 Access Financial Services Inc.30,932$421K0.3%-21.4%0.000%
1/17/2023 AHL Investment Management Inc.82,919$1.13M1.0%-26.1%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.205,117$2.79M0.2%+98.2%0.000%
(Data available from 1/1/2016 forward)

NUW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUW shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($20.90M), Tortoise Investment Management LLC ($14.68M), Karpus Management Inc. ($13.58M), Rivernorth Capital Management LLC ($7.24M), Guggenheim Capital LLC ($5.67M), Hennion & Walsh Asset Management Inc. ($3.60M), and UBS Group AG ($2.81M).Learn more on NUW's institutional investors.

Which institutional investors have been buying Nuveen AMT-Free Municipal Value Fund stock?

Of the 36 institutional investors that purchased Nuveen AMT-Free Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Investment Management LLC ($591.70K), Guggenheim Capital LLC ($258.78K), Hennion & Walsh Asset Management Inc. ($240.13K), AHL Investment Management Inc. ($93.55K), 1607 Capital Partners LLC ($77.52K), Raymond James & Associates ($73.62K), and Van ECK Associates Corp ($69.42K).

How much institutional buying is happening at Nuveen AMT-Free Municipal Value Fund?

Institutional investors have bought a total of 2,074,928 shares in the last 24 months. This purchase volume represents approximately $28.38M in transactions.

Which Nuveen AMT-Free Municipal Value Fund major shareholders have been selling company stock?

Of the 20 institutional investors that sold Nuveen AMT-Free Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($140.96K), Karpus Management Inc. ($119.56K), AHL Investment Management Inc. ($97.56K), Raymond James Financial Services Advisors Inc. ($37.65K), Access Financial Services Inc. ($20.33K), Ackerman Capital Advisors LLC ($19.86K), and Landscape Capital Management L.L.C. ($19.63K).

How much institutional selling is happening at Nuveen AMT-Free Municipal Value Fund?

Institutional investors have sold a total of 548,857 shares in the last 24 months. This volume of shares sold represents approximately $7.53M in transactions.



This page (NYSE:NUW) was last updated on 12/22/2024 by MarketBeat.com Staff
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