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

Nuveen AMT-Free Municipal Value Fund logo
$12.99 +0.04 (+0.31%)
Closing price 09/25/2026 03:58 PM Eastern
Extended Trading
$13.00 +0.00 (+0.04%)
As of 09/25/2026 07:30 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.
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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)
39
Total
Institutional Inflows
(last 12 months)
$23.34M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.13M
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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
9/9/2026 Tortoise Investment Management LLC511,065$7.35M0.6%-2.7%0.000%
8/26/2026 HighTower Advisors LLC18,332$264K0.0%-10.9%0.000%
8/23/2026 Readystate Asset Management LP12,545$180K0.0%N/A0.000%
8/20/2026 Rivernorth Capital Management LLC504,767$7.26M0.3%+20.3%0.000%
8/19/2026 Van ECK Associates Corp150,849$2.17M0.0%+3.6%0.000%
8/18/2026 49 Wealth Management LLC27,761$399K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE167,709$2.41M0.0%N/A0.000%
8/15/2026 Magnolia Capital Advisors LLC15,310$196K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC79,588$1.14M0.0%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%
5/19/2026 Bank of America Corp DE155,713$2.23M0.0%+0.9%0.000%
5/18/2026 Rivernorth 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%
2/19/2026 Invesco Ltd.72,483$1.04M0.0%+129.4%0.000%
2/18/2026 NewEdge Advisors LLC3,600$52K0.0%-20.5%0.000%
2/18/2026 Rivernorth Capital Management LLC425,311$6.09M0.3%-0.9%0.000%
2/18/2026 1607 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%
2/17/2026 Osaic Holdings Inc.21,945$314K0.0%-11.9%0.000%
2/17/2026 Captrust Financial Advisors270,456$3.87M0.0%+10.0%0.000%
2/17/2026 Royal Bank of Canada32,926$470K0.0%+19.8%0.000%
2/13/2026 Kestra Advisory Services LLC38,654$553K0.0%-7.1%0.000%
2/13/2026 Smartleaf Asset Management LLC83,344$1.20M0.0%-2.4%0.000%
2/13/2026 Van ECK Associates Corp106,360$1.52M0.0%-8.9%0.000%
2/13/2026 Wells 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%
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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%
11/17/2025 Bank of America Corp DE155,227$2.20M0.0%-3.6%0.000%
11/17/2025 1607 Capital Partners LLC1,216,729$17.25M1.3%-4.8%0.000%
11/17/2025 Ameriprise Financial Inc.10,500$149K0.0%-12.5%0.000%
11/14/2025 Ancora Advisors LLC3,682$52K0.0%-71.0%0.000%
11/14/2025 Raymond 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%
11/13/2025 Van 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%
11/4/2025 Jones 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%
8/18/2025 Nomura 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%
8/15/2025 Bank of America Corp DE160,942$2.20M0.0%-17.7%0.000%
8/15/2025 Ameriprise Financial Inc.12,000$164K0.0%N/A0.000%
8/14/2025 Raymond 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%
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%
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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%
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%


NUW Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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), Rivernorth Capital Management LLC ($7.26M), Guggenheim Capital LLC ($6.65M), Hennion & Walsh Asset Management Inc. ($6.11M), 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 56 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), Bank of America Corp DE ($169.12K), Smartleaf Asset Management LLC ($124.05K), Captrust Financial Advisors ($112.62K), and LPL Financial LLC ($102.71K).

Institutional investors have bought a total of 1,625,736 shares in the last 24 months. This purchase volume represents approximately $23.34M in transactions.

Of the 22 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 ($212.44K), 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 641,142 shares in the last 24 months. This volume of shares sold represents approximately $9.13M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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