Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free NUW Stock Alerts

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

Nuveen AMT-Free Municipal Value Fund logo
$13.96 +0.03 (+0.18%)
Closing price 03:59 PM Eastern
Extended Trading
$13.96 0.00 (0.00%)
As of 04:10 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)
41
Total
Institutional Inflows
(last 12 months)
$14.77M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.14M
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
5/5/2026Bank 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%
3/6/2026Redwood Family Wealth LLC15,000$215K0.2%N/A0.000%
2/19/2026Invesco Ltd.72,483$1.04M0.0%+129.4%0.000%
2/18/2026NewEdge 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%
2/17/2026Guggenheim Capital LLC464,909$6.65M0.0%+7.2%0.000%
2/17/2026Cetera Investment Advisers11,418$163K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.21,945$314K0.0%-11.9%0.000%
2/17/2026Captrust 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%
2/13/2026Smartleaf 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%
2/12/2026Steward 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%
2/11/2026LPL Financial LLC211,245$3.02M0.0%+12.7%0.000%
2/6/2026Tortoise Investment Management LLC617,823$8.84M0.8%-9.7%0.000%
2/6/2026HighTower 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%
1/29/2026Camelot Portfolios LLC3,535$51K0.0%N/A0.000%
1/29/2026Sanctuary 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%
1/14/2026Hennion & 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%
11/19/2025Captrust Financial Advisors245,790$3.49M0.0%+10.5%0.000%
11/17/2025NewEdge 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%
11/13/2025Tortoise 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%
11/5/2025Smartleaf 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%
11/3/2025Disciplined Investments LLC10,055$143K0.1%N/A0.000%
10/29/2025Aviance Capital Partners LLC12,999$184K0.0%N/A0.000%
10/22/2025Ackerman Capital Advisors LLC28,099$398K0.1%+21.5%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.343,207$4.87M0.2%-7.2%0.000%
10/22/2025D.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%
8/15/2025Captrust Financial Advisors222,471$3.04M0.0%+10.4%0.000%
8/15/2025Smartleaf 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%
8/13/2025Thomas J. Herzfeld Advisors Inc.51,476$704K0.3%N/A0.000%
8/13/2025Guggenheim Capital LLC296,921$4.06M0.0%-9.7%0.000%
8/11/2025 Traub Capital Management LLC4,725$65K0.1%N/A0.000%
8/11/2025SFI Advisors LLC31,419$430K0.3%-2.5%0.000%
8/8/2025Tortoise Investment Management LLC816,221$11.17M1.1%-12.9%0.000%
7/29/2025 Stephens Inc. AR16,880$231K0.0%+17.4%0.000%
7/25/2025Ackerman 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%
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%
5/9/2025Ackerman Capital Advisors LLC27,710$381K0.1%-10.8%0.000%
5/7/2025LPL Financial LLC175,565$2.41M0.0%+12.5%0.000%
5/2/2025Melfa 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%
4/22/2025Cambridge Investment Research Advisors Inc.37,649$517K0.0%+4.3%0.000%
4/14/2025AHL Investment Management Inc.85,204$1.17M0.8%-18.5%0.000%
4/10/2025Breakwater 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%


NUW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUW shares?

During the previous two years, 64 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), Karpus Management Inc. ($13.58M), Tortoise Investment Management LLC ($8.84M), Guggenheim Capital LLC ($6.65M), Rivernorth Capital Management LLC ($6.09M), Hennion & Walsh Asset Management Inc. ($5.71M), and Raymond James Financial Inc. ($4.66M).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 54 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), 1607 Capital Partners LLC ($323.17K), Smartleaf Asset Management LLC ($124.05K), Captrust Financial Advisors ($112.62K), LPL Financial LLC ($102.71K), Jones Financial Companies Lllp ($101.35K), and Hennion & Walsh Asset Management Inc. ($90.97K).

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

Institutional investors have bought a total of 1,052,334 shares in the last 24 months. This purchase volume represents approximately $14.77M in transactions.

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

Of the 26 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 ($366.47K), 1607 Capital Partners LLC ($186.60K), Carnegie Investment Counsel ($58.01K), Smartleaf Asset Management LLC ($40.71K), Bank of America Corp DE ($40.34K), Guggenheim Capital LLC ($31.75K), and Hennion & Walsh Asset Management Inc. ($26.56K).

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

Institutional investors have sold a total of 861,623 shares in the last 24 months. This volume of shares sold represents approximately $12.14M in transactions.


Related Companies

This page (NYSE:NUW) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel