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

Nuveen AMT-Free Municipal Value Fund logo
$13.72 +0.09 (+0.62%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$13.77 +0.04 (+0.33%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
33
Total
Institutional Inflows
(last 12 months)
$22.08M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.28M
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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
7/29/2025 Stephens Inc. AR16,880$231K0.0%+17.4%0.000%
7/25/2025 Ackerman Capital Advisors LLC23,118$316K0.1%-16.6%0.000%
7/22/2025 Realta Investment Advisors23,015$315K0.1%+101.7%0.000%
7/18/2025 Access Financial Services Inc.45,190$618K0.2%+5.7%0.000%
7/17/2025 Janney Montgomery Scott LLC19,159$262K0.0%N/A0.000%
7/10/2025 AHL Investment Management Inc.92,094$1.26M0.8%+8.1%0.000%
7/9/2025 Breakwater Capital Group51,557$705K0.1%+184.4%0.000%
5/28/2025Wealth Management Associates Inc.10,827$149K0.1%N/A0.000%
5/16/20251607 Capital Partners LLC1,303,138$17.91M1.4%+3.9%0.000%
5/15/2025Royal Bank of Canada36,757$505K0.0%+12.5%0.000%
5/15/2025Tortoise Investment Management LLC936,607$12.87M1.3%-4.8%0.000%
5/13/2025SFI Advisors LLC32,241$443K0.3%N/A0.000%
5/13/2025Raymond James Financial Inc.288,148$3.96M0.0%-0.7%0.000%
5/13/2025HighTower Advisors LLC22,161$304K0.0%-12.9%0.000%
5/9/2025 Ackerman Capital Advisors LLC27,710$381K0.1%-10.8%0.000%
5/7/2025LPL Financial LLC175,565$2.41M0.0%+12.5%0.000%
5/2/2025 Melfa Wealth Management Inc.32,898$452K0.3%-6.0%0.000%
4/29/2025Bank of New York Mellon Corp52,461$721K0.0%-2.2%0.000%
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%
4/10/2025Hennion & 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%
2/4/2025 Ackerman 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%
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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%
12/3/2024Rivernorth 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%
10/29/2024 Realta Investment Advisors11,408$163K0.1%-54.2%0.000%
10/24/2024 Ackerman Capital Advisors LLC36,812$523K0.1%+79.5%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.253,312$3.60M0.2%-5.7%0.000%
9/5/2024Sanctuary Advisors LLC57,672$779K0.0%N/A0.000%
8/30/2024 Creekside 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%
7/26/2024 Ackerman Capital Advisors LLC20,508$285K0.1%+23.2%0.000%
7/20/2024Hennion & 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%
5/9/2024 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%
4/17/2024Hennion & 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%
2/2/2024 Atria 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%
1/29/2024 Koshinski Asset Management Inc.46,247$630K0.1%+67.7%0.000%
1/24/2024 Breakwater Capital Group10,867$148K0.0%N/A0.000%
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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%
11/15/20231607 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%
(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, 54 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($17.91M), Karpus Management Inc. ($13.58M), Tortoise Investment Management LLC ($12.87M), Rivernorth Capital Management LLC ($7.24M), Hennion & Walsh Asset Management Inc. ($3.98M), Raymond James Financial Inc. ($3.96M), and Guggenheim Capital LLC ($3.77M).Learn more on Nuveen AMT-Free Municipal Value Fund's institutional investors.

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

Of the 46 institutional investors that purchased Nuveen AMT-Free Municipal Value Fund's 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 ($450.95K), 1607 Capital Partners LLC ($400.69K), Guggenheim Capital LLC ($159.14K), AHL Investment Management Inc. ($100.44K), LPL Financial LLC ($78.85K), and Hennion & Walsh Asset Management Inc. ($78.00K).

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

Institutional investors have bought a total of 1,558,381 shares in the last 24 months. This purchase volume represents approximately $21.28M in transactions.

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

Of the 15 institutional investors that sold Nuveen AMT-Free Municipal Value Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($121.99K), Tortoise Investment Management LLC ($86.43K), Wells Fargo & Company MN ($68.43K), AHL Investment Management Inc. ($23.00K), Landscape Capital Management L.L.C. ($19.63K), Hennion & Walsh Asset Management Inc. ($15.33K), and Ackerman Capital Advisors LLC ($13.69K).

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

Institutional investors have sold a total of 384,596 shares in the last 24 months. This volume of shares sold represents approximately $5.28M in transactions.


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This page (NYSE:NUW) was last updated on 8/2/2025 by MarketBeat.com Staff
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