Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free NUW Stock Alerts

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

Nuveen AMT-Free Municipal Value Fund logo
$14.10 +0.03 (+0.18%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$14.08 -0.01 (-0.07%)
As of 08/14/2026 07:34 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$28.04M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$8.89M
Get NUW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen AMT-Free Municipal Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NUW Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026Magnolia Capital Advisors LLC15,310$196K0.0%N/A0.000%
8/15/2026Western Wealth Management LLC15,467$182K0.0%N/A0.000%
8/15/2026 First Bancorp Inc ME 1,935$25K0.0%N/A0.000%
8/14/2026Jones Financial Companies Lllp6,525$77K0.0%N/A0.000%
8/14/2026 Aberdeen Wealth Management LLC23,554$277K0.1%N/A0.000%
8/13/2026 Sanctuary Advisors LLC25,166$295K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC79,588$1.14M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.271,417$3.19M0.0%N/A0.000%
8/12/2026 EP Wealth Advisors LLC11,308$133K0.0%N/A0.000%
8/11/2026 Allworth Financial LP25,239$296K0.0%N/A0.000%
8/11/2026 Mystic Asset Management Inc.31,666$372K0.1%N/A0.000%
8/11/2026 MSH Capital Advisors LLC28,070$330K0.1%N/A0.000%
8/10/2026 Myecfo LLC49,900$586K0.2%N/A0.000%
8/10/2026 NewEdge Wealth LLC124,545$1.46M0.0%N/A0.000%
8/7/2026 Tortoise Investment Management LLC511,065$7.35M0.5%N/A0.000%
8/7/2026 Uniting Wealth Partners LLC29,799$430K0.1%N/A0.000%
8/6/2026 Bank of New York Mellon Corp62,746$902K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.424,949$6.11M0.2%-1.4%0.000%
7/9/2026 Breakwater Capital Group63,205$909K0.1%+10.2%0.000%
5/19/2026Bank of America Corp DE155,713$2.23M0.0%+0.9%0.000%
5/18/2026Rivernorth Capital Management LLC419,476$6.01M0.3%-1.4%0.000%
5/5/2026 Bank of New York Mellon Corp19,729$283K0.0%-22.2%0.000%
5/2/2026 Carnegie Investment Counsel23,126$331K0.0%-71.5%0.000%
5/1/2026 Fifth Third Bancorp5,500$79K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC40,247$577K0.0%+4.1%0.000%
4/28/2026 Stephens Inc. AR18,180$261K0.0%+5.8%0.000%
4/22/2026 Janney Montgomery Scott LLC18,371$263K0.0%-17.3%0.000%
4/22/2026 Midwest Financial Group LLC42,199$605K0.3%-1.7%0.000%
4/20/2026 Breakwater Capital Group57,371$822K0.1%+11.8%0.000%
3/6/2026 Redwood Family Wealth LLC15,000$215K0.2%N/A0.000%
2/19/2026Invesco Ltd.72,483$1.04M0.0%+129.4%0.000%
2/18/2026 NewEdge Advisors LLC3,600$52K0.0%-20.5%0.000%
2/18/2026Rivernorth Capital Management LLC425,311$6.09M0.3%-0.9%0.000%
2/18/20261607 Capital Partners LLC1,091,459$15.62M1.1%-10.3%0.000%
2/17/2026 Guggenheim Capital LLC464,909$6.65M0.0%+7.2%0.000%
2/17/2026 Cetera Investment Advisers11,418$163K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.21,945$314K0.0%-11.9%0.000%
2/17/2026 Captrust Financial Advisors270,456$3.87M0.0%+10.0%0.000%
2/17/2026Royal Bank of Canada32,926$470K0.0%+19.8%0.000%
2/13/2026 Kestra Advisory Services LLC38,654$553K0.0%-7.1%0.000%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/13/2026 Smartleaf Asset Management LLC83,344$1.20M0.0%-2.4%0.000%
2/13/2026Van ECK Associates Corp106,360$1.52M0.0%-8.9%0.000%
2/13/2026Wells Fargo & Company MN76,890$1.10M0.0%-12.8%0.000%
2/12/2026 Commonwealth Equity Services LLC27,118$388K0.0%-46.6%0.000%
2/12/2026 Steward Partners Investment Advisory LLC7,614$109K0.0%+57.2%0.000%
2/11/2026 Janney Montgomery Scott LLC22,208$318K0.0%+15.9%0.000%
2/11/2026 LPL Financial LLC211,245$3.02M0.0%+12.7%0.000%
2/6/2026 Tortoise Investment Management LLC617,823$8.84M0.8%-9.7%0.000%
2/6/2026 HighTower Advisors LLC10,205$146K0.0%N/A0.000%
2/3/2026 Koshinski Asset Management Inc.48,679$697K0.0%+19.2%0.000%
2/3/2026 International Assets Investment Management LLC2,081$30K0.0%N/A0.000%
1/29/2026 Camelot Portfolios LLC3,535$51K0.0%N/A0.000%
1/29/2026 Sanctuary Advisors LLC74,695$1.07M0.0%+1.1%0.000%
1/23/2026 Carnegie Investment Counsel81,139$1.16M0.0%N/A0.000%
1/21/2026 Access Financial Services Inc.43,635$624K0.2%-7.5%0.000%
1/20/2026 Midwest Financial Group LLC42,949$615K0.3%-5.3%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.398,786$5.71M0.2%+16.2%0.000%
1/12/2026 Sax Wealth Advisors LLC19,419$278K0.0%N/A0.000%
1/9/2026 Breakwater Capital Group51,335$735K0.1%+2.0%0.000%
11/19/2025 Captrust Financial Advisors245,790$3.49M0.0%+10.5%0.000%
11/17/2025 NewEdge Advisors LLC4,528$64K0.0%-31.7%0.000%
11/17/2025Bank of America Corp DE155,227$2.20M0.0%-3.6%0.000%
11/17/20251607 Capital Partners LLC1,216,729$17.25M1.3%-4.8%0.000%
11/17/2025Ameriprise Financial Inc.10,500$149K0.0%-12.5%0.000%
11/14/2025Ancora Advisors LLC3,682$52K0.0%-71.0%0.000%
11/14/2025Raymond James Financial Inc.328,619$4.66M0.0%+8.0%0.000%
11/13/2025 Tortoise Investment Management LLC683,819$9.70M0.9%-16.2%0.000%
11/13/2025Van ECK Associates Corp116,702$1.66M0.0%+7.3%0.000%
11/6/2025 Midwest Financial Group LLC45,354$643K0.3%N/A0.000%
11/6/2025 Breakwater Capital Group50,332$714K0.1%-2.4%0.000%
11/5/2025 Smartleaf Asset Management LLC85,399$1.20M0.1%-31.2%0.000%
11/4/2025Jones Financial Companies Lllp179,715$2.52M0.0%+109.4%0.000%
11/4/2025 Lee Financial Co28,871$411K0.1%N/A0.000%
11/3/2025 Disciplined Investments LLC10,055$143K0.1%N/A0.000%
10/29/2025 Aviance Capital Partners LLC12,999$184K0.0%N/A0.000%
10/22/2025 Ackerman Capital Advisors LLC28,099$398K0.1%+21.5%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.343,207$4.87M0.2%-7.2%0.000%
10/22/2025 D.A. Davidson & CO.14,000$199K0.0%N/A0.000%
10/20/2025 Access Financial Services Inc.47,190$669K0.2%+4.4%0.000%
10/2/2025AHL Investment Management Inc.81,149$1.15M0.8%-11.9%0.000%
8/18/2025Nomura Holdings Inc.10,000$137K0.0%N/A0.000%
8/15/2025 Captrust Financial Advisors222,471$3.04M0.0%+10.4%0.000%
8/15/2025 Smartleaf Asset Management LLC124,051$1.69M0.1%N/A0.000%
8/15/2025Bank of America Corp DE160,942$2.20M0.0%-17.7%0.000%
8/15/2025Ameriprise Financial Inc.12,000$164K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.304,383$4.16M0.0%+5.6%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.51,476$704K0.3%N/A0.000%
8/13/2025 Guggenheim Capital LLC296,921$4.06M0.0%-9.7%0.000%
8/11/2025 Traub Capital Management LLC4,725$65K0.1%N/A0.000%
8/11/2025 SFI Advisors LLC31,419$430K0.3%-2.5%0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/8/2025 Tortoise Investment Management LLC816,221$11.17M1.1%-12.9%0.000%
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%
7/10/2025AHL 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%


NUW Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($15.62M), Tortoise Investment Management LLC ($7.35M), Guggenheim Capital LLC ($6.65M), Hennion & Walsh Asset Management Inc. ($6.11M), Rivernorth Capital Management LLC ($6.01M), Raymond James Financial Inc. ($4.66M), and Captrust Financial Advisors ($3.87M).Learn more on Nuveen AMT-Free Municipal Value Fund's institutional investors.

Of the 64 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. ($620.92K), Tortoise Investment Management LLC ($511.07K), 1607 Capital Partners LLC ($323.17K), Northwestern Mutual Wealth Management Co. ($271.42K), Sanctuary Advisors LLC ($169.72K), NewEdge Wealth LLC ($124.55K), and Smartleaf Asset Management LLC ($124.05K).

Institutional investors have bought a total of 1,952,038 shares in the last 24 months. This purchase volume represents approximately $28.04M in transactions.

Of the 21 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: Tortoise Investment Management LLC ($198.40K), 1607 Capital Partners LLC ($186.60K), Carnegie Investment Counsel ($58.01K), Smartleaf Asset Management LLC ($40.71K), Hennion & Walsh Asset Management Inc. ($32.52K), Commonwealth Equity Services LLC ($23.65K), and Wells Fargo & Company MN ($11.34K).

Institutional investors have sold a total of 624,858 shares in the last 24 months. This volume of shares sold represents approximately $8.89M in transactions.


Related Companies

Institutional ownership data for NYSE:NUW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel