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

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$13.63
+0.05 (+0.37%)
(As of 05/3/2024 ET)
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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)
25
Total
Institutional Inflows
(last 12 months)
$19.66M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.85M
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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
4/24/2024 Ackerman Capital Advisors LLC16,645$225K0.1%-54.4%0.000%
4/23/2024 Raymond 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%
2/5/2024 Van 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%
1/19/2024 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%
1/16/2024 Raymond James Financial Services Advisors Inc.92,015$1.25M0.0%+26.7%0.000%
1/16/2024 Raymond 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%
11/8/2023 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%
10/27/2023 Crestone Asset Management LLC10,512$141K0.0%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.72,649$974K0.0%+60.4%0.000%
10/24/2023 Raymond 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%
8/15/2023Rivernorth 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%
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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%
8/3/2023 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%
7/31/2023LPL Financial LLC48,523$666K0.0%+56.4%0.000%
7/28/2023Koshinski Asset Management Inc.27,557$378K0.0%N/A0.000%
7/25/2023 Raymond 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%
5/11/2023Karpus Management Inc.1,116,627$15.38M0.5%-0.8%0.000%
5/11/2023Guggenheim Capital LLC254,139$3.50M0.0%+64.5%0.000%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,800$176K0.0%N/A0.000%
5/9/2023Tortoise 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%
4/20/2023 Midwest Financial Group LLC39,610$545K0.5%N/A0.000%
4/14/2023 Raymond 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%
2/9/2023HighTower Advisors LLC28,007$382K0.0%+83.9%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.44,078$600K0.0%-44.2%0.000%
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%
2/7/2023LPL Financial LLC33,421$455K0.0%-7.9%0.000%
2/3/2023Tortoise Investment Management LLC381,091$5.19M0.9%+26.7%0.000%
1/31/2023Kestra 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%
11/15/2022Karpus Management Inc.376,149$4.94M0.2%+40.8%0.000%
11/15/20221607 Capital Partners LLC1,402,761$18.42M1.4%+1.1%0.000%
11/14/2022Mariner Investment Group LLC17,317$227K0.3%+41.6%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.103,464$1.36M0.1%N/A0.000%
11/7/2022 Wakefield Asset Management LLLP65,766$864K0.4%+1.8%0.000%
11/4/2022Tortoise Investment Management LLC300,665$3.95M0.8%-1.0%0.000%
11/1/2022Kestra Advisory Services LLC46,115$605K0.0%+7.6%0.000%
10/27/2022 Van ECK Associates Corp82,146$1.08M0.0%+1.7%0.000%
10/26/2022Truist Financial Corp15,800$207K0.0%-9.7%0.000%
10/25/2022 Raymond James & Associates10,731$141K0.0%N/A0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.78,956$1.04M0.0%+1.6%0.000%
10/21/2022 Ronald Blue Trust Inc.3,750$53K0.0%N/A0.000%
10/20/2022Koshinski Asset Management Inc.44,821$589K0.1%-8.1%0.000%
8/15/2022Karpus Management Inc.267,142$3.78M0.1%N/A0.000%
8/13/2022Mariner Investment Group LLC12,232$173K0.2%N/A0.000%
8/13/2022 Wakefield Asset Management LLLP64,576$914K0.4%+1.6%0.000%
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8/10/2022 Fiera Capital Corp87,633$1.24M0.0%+4.9%0.000%
8/9/2022 SeaCrest Wealth Management LLC2,000$28K0.0%N/A0.000%
8/3/2022Tortoise Investment Management LLC303,663$4.30M0.8%+30.3%0.000%
8/3/2022 Van ECK Associates Corp80,740$1.14M0.0%-14.6%0.000%
7/20/2022 Access Financial Services Inc.39,896$565K0.3%-3.8%0.000%
7/19/2022Commonwealth Equity Services LLC43,671$617K0.0%+4.3%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.26,947$381K0.0%+114.5%0.000%
5/17/20221607 Capital Partners LLC1,111,941$16.41M1.0%+3.1%0.000%
5/10/2022 Van ECK Associates Corp94,586$1.40M0.0%-8.3%0.000%
5/9/2022 Fiera Capital Corp83,530$1.23M0.0%+185.9%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, 40 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), Karpus Management Inc. ($14.67M), Tortoise Investment Management LLC ($11.19M), Guggenheim Capital LLC ($5.67M), Hennion & Walsh Asset Management Inc. ($5.24M), Rivernorth Capital Management LLC ($4.77M), 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 ($744.55K), Karpus Management Inc. ($376.15K), Hennion & Walsh Asset Management Inc. ($343.60K), Guggenheim Capital LLC ($258.78K), 1607 Capital Partners LLC ($126.37K), Raymond James & Associates ($84.35K), and AHL Investment Management Inc. ($79.27K).

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

Institutional investors have bought a total of 2,687,923 shares in the last 24 months. This purchase volume represents approximately $36.98M in transactions.

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

Of the 17 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: AHL Investment Management Inc. ($97.56K), Karpus Management Inc. ($49.09K), Raymond James Financial Services Advisors Inc. ($37.65K), Van ECK Associates Corp ($25.06K), Access Financial Services Inc. ($21.91K), Ackerman Capital Advisors LLC ($19.86K), and Kestra Advisory Services LLC ($12.59K).

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

Institutional investors have sold a total of 304,583 shares in the last 24 months. This volume of shares sold represents approximately $4.16M in transactions.


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This page (NYSE:NUW) was last updated on 5/4/2024 by MarketBeat.com Staff

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