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

Nuveen AMT-Free Municipal Value Fund logo
$13.76 +0.01 (+0.07%)
Closing price 03:56 PM Eastern
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$13.76 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)
26
Total
Institutional Inflows
(last 12 months)
$20.21M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.48M
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NUW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Logan Stone Capital LLC31,107$422K0.1%N/A0.000%
2/17/2025 Captrust Financial Advisors182,902$2.48M0.0%+13.0%0.000%
2/17/2025 Bank of America Corp DE195,096$2.65M0.0%-1.3%0.000%
2/13/2025 1607 Capital Partners LLC1,254,393$17.04M1.4%+28.0%0.000%
2/13/2025 Guggenheim Capital LLC277,302$3.77M0.0%-30.6%0.000%
2/13/2025 Raymond James Financial Inc.290,226$3.94M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN76,894$1.04M0.0%-47.1%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.33,256$452K0.1%N/A0.000%
2/11/2025 LPL Financial LLC156,096$2.12M0.0%+61.4%0.000%
2/7/2025 HighTower Advisors LLC25,437$345K0.0%N/A0.000%
2/7/2025 Tortoise Investment Management LLC984,288$13.37M1.4%-3.8%0.000%
2/6/2025 Raymond James Financial Inc.290,226$3.94M0.0%N/A0.000%
2/6/2025 Jones Financial Companies Lllp48,883$664K0.0%+18.0%0.000%
2/4/2025 Ackerman Capital Advisors LLC31,068$422K0.1%-15.6%0.000%
2/3/2025 Wolverine Asset Management LLC65,449$889K0.0%+5.4%0.000%
1/31/2025 Sanctuary Advisors LLC64,132$881K0.0%+8.4%0.000%
1/29/2025 Van ECK Associates Corp136,207$1.85M0.0%+4.8%0.000%
1/23/2025 Williams & 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%
1/16/2025 Koshinski 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%
12/3/2024 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%
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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%
7/31/2024 Commonwealth 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%
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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

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%
(Data available from 1/1/2016 forward)

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NUW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUW shares?

During the previous two years, 52 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), Raymond James Financial Inc. ($3.94M), Guggenheim Capital LLC ($3.77M), and Hennion & Walsh Asset Management Inc. ($3.60M).Learn more on NUW's institutional investors.

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

Of the 42 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), Hennion & Walsh Asset Management Inc. ($138.48K), AHL Investment Management Inc. ($93.55K), 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 2,971,574 shares in the last 24 months. This purchase volume represents approximately $40.55M in transactions.

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

Of the 22 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), AHL Investment Management Inc. ($71.97K), Wells Fargo & Company MN ($68.43K), 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 702,095 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.



This page (NYSE:NUW) was last updated on 3/31/2025 by MarketBeat.com Staff
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