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

Nuveen AMT-Free Municipal Value Fund logo
$13.71 +0.18 (+1.33%)
Closing price 03:59 PM Eastern
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$13.71 0.00 (0.00%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen AMT-Free Municipal Value Fund (NYSE:NUW)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$19.95M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.37M
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NUW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025Uniting Wealth Partners LLC29,799$409K0.2%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.37,649$517K0.0%+4.3%0.000%
4/14/2025 AHL Investment Management Inc.85,204$1.17M0.8%-18.5%0.000%
4/10/2025 Breakwater Capital Group18,129$249K0.0%+19.5%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.289,435$3.98M0.2%+13.9%0.000%
2/17/2025Logan Stone Capital LLC31,107$422K0.1%N/A0.000%
2/17/2025Captrust Financial Advisors182,902$2.48M0.0%+13.0%0.000%
2/17/2025Bank of America Corp DE195,096$2.65M0.0%-1.3%0.000%
2/13/20251607 Capital Partners LLC1,254,393$17.04M1.4%+28.0%0.000%
2/13/2025Guggenheim Capital LLC277,302$3.77M0.0%-30.6%0.000%
2/13/2025Raymond James Financial Inc.290,226$3.94M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN76,894$1.04M0.0%-47.1%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.33,256$452K0.1%N/A0.000%
2/11/2025LPL Financial LLC156,096$2.12M0.0%+61.4%0.000%
2/7/2025HighTower Advisors LLC25,437$345K0.0%N/A0.000%
2/7/2025Tortoise Investment Management LLC984,288$13.37M1.4%-3.8%0.000%
2/6/2025Raymond James Financial Inc.290,226$3.94M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp48,883$664K0.0%+18.0%0.000%
2/4/2025Ackerman Capital Advisors LLC31,068$422K0.1%-15.6%0.000%
2/3/2025Wolverine Asset Management LLC65,449$889K0.0%+5.4%0.000%
1/31/2025Sanctuary Advisors LLC64,132$881K0.0%+8.4%0.000%
1/29/2025Van ECK Associates Corp136,207$1.85M0.0%+4.8%0.000%
1/23/2025Williams & Novak LLC10,500$143K0.1%N/A0.000%
1/21/2025 Dynamic Advisor Solutions LLC40,772$554K0.0%N/A0.000%
1/17/2025 Avior Wealth Management LLC3,626$49K0.0%+37.4%0.000%
1/17/2025 Janney Montgomery Scott LLC14,867$202K0.0%N/A0.000%
1/16/2025Koshinski Asset Management Inc.40,874$555K0.0%+25.4%0.000%
1/16/2025 AHL Investment Management Inc.104,504$1.42M1.0%-3.4%0.000%
1/16/2025 Access Financial Services Inc.42,760$581K0.3%+124.9%0.000%
12/3/2024Rivernorth Capital Management LLC508,877$7.24M0.4%-0.9%0.000%
11/25/2024Sanctuary Advisors LLC59,140$818K0.0%+2.5%0.000%
11/15/2024Rivernorth Capital Management LLC508,877$7.24M0.4%-0.9%0.000%
11/15/2024Hilltop Holdings Inc.13,108$186K0.0%+10.6%0.000%
11/14/2024Captrust Financial Advisors161,929$2.30M0.0%+16.3%0.000%
11/9/2024Landscape Capital Management L.L.C.21,102$300K0.0%-48.2%0.000%
11/4/2024Wolverine Asset Management LLC62,090$883K0.0%+44.5%0.000%
10/29/2024Van ECK Associates Corp129,969$1.83M0.0%-1.9%0.000%
10/29/2024Realta Investment Advisors11,408$163K0.1%-54.2%0.000%
10/24/2024Ackerman 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%
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9/5/2024Sanctuary Advisors LLC57,672$779K0.0%N/A0.000%
8/30/2024Creekside Partners20,000$278K0.2%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.4,331$60K0.0%+333.1%0.000%
8/14/2024Fairscale Capital LLC9,270$128K0.1%N/A0.000%
8/2/2024Wolverine Asset Management LLC42,976$597K0.0%+22.0%0.000%
8/2/2024Tortoise Investment Management LLC1,057,674$14.68M1.7%+5.0%0.000%
7/31/2024Van 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%
7/26/2024Bank of New York Mellon Corp58,156$807K0.0%+2.1%0.000%
7/26/2024Ackerman 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%
5/14/2024Karpus Management Inc.1,005,602$13.58M0.4%-6.5%0.000%
5/9/2024Koshinski Asset Management Inc.30,652$414K0.0%-33.7%0.000%
4/24/2024Ackerman 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%
3/27/2024Nomura Holdings Inc.18,617$254K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC821,310$11.19M1.5%+15.3%0.000%
2/13/2024Karpus Management Inc.1,076,067$14.67M0.4%-0.6%0.000%
2/13/20241607 Capital Partners LLC1,533,697$20.90M1.5%+3.3%0.000%
2/12/2024Weiss Asset Management LP12,023$164K0.0%N/A0.000%
2/8/2024Tortoise Investment Management LLC823,053$11.38M1.5%+15.5%0.000%
2/5/2024Van ECK Associates Corp131,853$1.80M0.0%+16.3%0.000%
2/2/2024Atria Wealth Solutions Inc.23,960$327K0.0%-7.7%0.000%
2/1/2024Wolverine Asset Management LLC30,138$411K0.0%N/A0.000%
1/30/2024 Tyche Wealth Partners LLC21,800$297K0.1%N/A0.000%
1/29/2024Koshinski 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%
1/19/2024Ackerman 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%
11/15/20231607 Capital Partners LLC1,484,197$19.89M1.5%+1.9%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.22,244$298K0.1%+1,944.5%0.000%
11/9/2023Karpus Management Inc.1,082,956$14.51M0.5%-2.1%0.000%
11/9/2023UBS Group AG209,869$2.81M0.0%+8.9%0.000%
11/8/2023Van ECK Associates Corp113,362$1.52M0.0%+19.3%0.000%
11/1/2023Wakefield 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%
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10/4/2023 International Assets Investment Management LLC1,969$26K0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC347,678$4.77M0.2%+15.1%0.000%
8/11/2023Karpus Management Inc.1,106,633$15.19M0.5%-0.9%0.000%
8/11/2023Kestra Advisory Services LLC44,205$607K0.0%+31.8%0.000%
8/11/2023Guggenheim 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%
8/7/2023Tortoise Investment Management LLC622,579$8.55M1.3%+41.0%0.000%
8/3/2023Van ECK Associates Corp95,031$1.31M0.0%+2.7%0.000%
8/1/2023Wakefield Asset Management LLLP74,456$1.02M0.4%+4.8%0.000%
7/31/2023LPL Financial LLC48,523$666K0.0%+56.4%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, 51 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($17.04M), Karpus Management Inc. ($13.58M), Tortoise Investment Management LLC ($13.37M), Rivernorth Capital Management LLC ($7.24M), Hennion & Walsh Asset Management Inc. ($3.98M), Raymond James Financial Inc. ($3.94M), and Guggenheim Capital LLC ($3.77M).Learn more on NUW's institutional investors.

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

Of the 43 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: Raymond James Financial Inc. ($580.45K), Tortoise Investment Management LLC ($511.28K), 1607 Capital Partners LLC ($351.95K), Guggenheim Capital LLC ($258.78K), AHL Investment Management Inc. ($93.55K), Hennion & Walsh Asset Management Inc. ($78.00K), and LPL Financial LLC ($76.89K).

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

Institutional investors have bought a total of 2,905,769 shares in the last 24 months. This purchase volume represents approximately $39.64M in transactions.

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

Of the 21 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), Guggenheim Capital LLC ($121.99K), Karpus Management Inc. ($119.56K), Wells Fargo & Company MN ($68.43K), AHL Investment Management Inc. ($54.72K), Tortoise Investment Management LLC ($38.75K), and Ackerman Capital Advisors LLC ($25.60K).

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

Institutional investors have sold a total of 676,738 shares in the last 24 months. This volume of shares sold represents approximately $9.26M in transactions.


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This page (NYSE:NUW) was last updated on 4/25/2025 by MarketBeat.com Staff
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