Steward Partners Investment Advisory, LLC
Position in NUW — Nuveen AMT-Free Municipal Value Fund
CIK 1723397
STAMFORD, CT
Position in NUW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$109,595
+$639 QoQ
Shares Held
7,648
+0.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NUW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. NUW ranks #176 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in NUW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,595 | 7,648 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $108,956 | 7,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $68,702 | 4,845 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $47,606 | 3,480 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,485 | 3,456 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,669 | 3,363 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,409 | 3,334 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,221 | 3,186 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $42,754 | 3,167 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,416 | 4,506 | Shares | Sole | 2024-02-12 | |
| 2021-12-31 | $60,235 | 3,633 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $61,942 | 3,633 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,778 | 3,633 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $153,593 | 9,320 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $59,690 | 3,633 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $58,055 | 3,633 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $84,322 | 5,388 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $84,322 | 5,388 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||