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Equibles

NUW

Nuveen AMT-Free Municipal Value Fund

Company with tickers: NUW

CIK
1450445
CUSIP
670695105
Shares Outstanding
17,951,336
13F Activity (30d)
35 filings 31 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 66
Total Value: $92,002,926
Total Shares: 6,420,304

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 66 13F filers · Δ vs Dec 31, 2025
Top Holder
16.9%
Jun 2023 → Mar 2026 · range 15.1% – 23.6%
−0.1 pts
Top 5
49.0%
Jun 2023 → Mar 2026 · range 49.0% – 68.9%
−2.9 pts
Top 10
72.8%
Jun 2023 → Mar 2026 · range 72.8% – 88.2%
−1.7 pts
HHI
703
Jun 2023 → Mar 2026 · range 703 – 1,232
Broadly held −42

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
25
Decreased
18
Sold Out
6
Unchanged
15
Holder count: +2
Institutional value: +0.0%
Shares held: -0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega VAN ECK ASSOCIATES CORP +39,305 145,665
Mid Hennion & Walsh Asset Management, Inc. +32,128 430,914
Mega RAYMOND JAMES FINANCIAL INC +27,544 360,201
Mega Invesco Ltd. +26,391 98,874
Large Cambridge Investment Research Advisors, Inc. +21,566 60,714

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Tortoise Investment Management, LLC −92,716 525,107
Mega MORGAN STANLEY −78,499 658,746
Mid Carnegie Investment Counsel −58,013 23,126
Large GUGGENHEIM CAPITAL LLC −18,992 445,917
Mega UBS Group AG −15,830 156,623

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Stratos Wealth Partners, LTD. 47,040 $674,083
Large Fiera Capital Corp 35,317 $506,092
Small Uniting Wealth Partners, LLC 29,799 $427,019
Mid Summit Trail Advisors, LLC 15,498 $222,086
Large FIFTH THIRD BANCORP 5,500 $78,815

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Micro SFI Advisors, LLC 31,419 $449,605
Small Wealth Management Associates, Inc. 10,893 $155,878
Large COMERICA BANK 5,510 $78,848
Small Camelot Portfolios, LLC 3,535 $50,585
Mid EverSource Wealth Advisors, LLC 1,500 $21,465
Filter: New 8 Increased 25 Reduced 18 Sold out 6 Unchanged 15
Showing 66 of 66
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small 1607 Capital Partners, LLC $15,567,653 16.92% 1,086,368
Mega MORGAN STANLEY $9,439,828 10.26% 658,746
Mid Tortoise Investment Management, LLC $7,524,783 8.18% 525,107
Large GUGGENHEIM CAPITAL LLC $6,389,990 6.95% 445,917
Mid Hennion & Walsh Asset Management, Inc. $6,174,997 6.71% 430,914
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $6,011,091 6.53% 419,476
Mega RAYMOND JAMES FINANCIAL INC $5,161,679 5.61% 360,201
Large CAPTRUST FINANCIAL ADVISORS $3,905,813 4.25% 272,562
Large JONES FINANCIAL COMPANIES LLLP $3,703,043 4.02% 258,412
Mega LPL Financial LLC $3,100,496 3.37% 216,364
Mega UBS Group AG $2,244,407 2.44% 156,623
Mega BANK OF AMERICA CORP /DE/ Bank $2,231,367 2.43% 155,713
Mega VAN ECK ASSOCIATES CORP $2,087,379 2.27% 145,665
Mega Invesco Ltd. $1,416,864 1.54% 98,874
Mid Smartleaf Asset Management LLC $1,180,304 1.28% 82,366
Mega WELLS FARGO & COMPANY/MN $1,116,163 1.21% 77,890
Mid Sanctuary Advisors, LLC $1,070,379 1.16% 74,695
Large Cambridge Investment Research Advisors, Inc. $870,031 0.95% 60,714
Small Breakwater Capital Group $822,126 0.89% 57,371
Small Koshinski Asset Management, Inc. $697,727 0.76% 48,690
Mid Stratos Wealth Partners, LTD. $674,083 0.73% 47,040
Micro Midwest Financial Group LLC $604,711 0.66% 42,199
Mid Dynamic Advisor Solutions LLC $584,262 0.64% 40,772
Large Kestra Advisory Services, LLC $576,739 0.63% 40,247
Micro ACCESS FINANCIAL SERVICES, INC. $562,954 0.61% 39,285
Large Fiera Capital Corp $506,092 0.55% 35,317
Large COMMONWEALTH EQUITY SERVICES, LLC $486,603 0.53% 33,957
Small MELFA WEALTH MANAGEMENT, INC. $471,958 0.51% 32,935
Mega ROYAL BANK OF CANADA Bank $471,027 0.51% 32,870
Small Uniting Wealth Partners, LLC $427,019 0.46% 29,799
Micro Hickory Point Bank & Trust Bank $391,209 0.43% 27,300
Large OSAIC HOLDINGS, INC. $380,504 0.41% 26,553
Mid Carnegie Investment Counsel $331,395 0.36% 23,126
Small Realta Investment Advisors $329,804 0.36% 23,015
Small Tyche Wealth Partners LLC $312,394 0.34% 21,800
Micro Ackerman Capital Advisors, LLC $308,166 0.33% 21,505
Large HighTower Advisors, LLC $294,825 0.32% 20,574
Micro Creekside Partners $286,600 0.31% 20,000
Mega Bank of New York Mellon Corp Bank $282,716 0.31% 19,729
Small SAX WEALTH ADVISORS, LLC $278,274 0.30% 19,419
Large Janney Montgomery Scott LLC $263,256 0.29% 18,371
Mid STEPHENS INC /AR/ $260,519 0.28% 18,180
Mid Summit Trail Advisors, LLC $222,086 0.24% 15,498
Mid D.A. DAVIDSON & CO. $200,620 0.22% 14,000
Mega AMERIPRISE FINANCIAL INC $193,870 0.21% 13,529
Small Aviance Capital Partners, LLC $190,832 0.21% 13,317
Small Hilltop Holdings Inc. $190,331 0.21% 13,282
Micro Redwood Family Wealth LLC $176,259 0.19% 12,300
Large Cetera Investment Advisers $164,135 0.18% 11,454
Micro Disciplined Investments, LLC $146,280 0.16% 10,208
Micro Fairscale Capital, LLC $132,839 0.14% 9,270
Large Steward Partners Investment Advisory, LLC $109,595 0.12% 7,648
Small Clean Yield Group $92,113 0.10% 6,428
Large FIFTH THIRD BANCORP Bank $78,815 0.09% 5,500
Mid Farther Finance Advisors, LLC $74,043 0.08% 5,167
Large Rockefeller Capital Management L.P. $64,227 0.07% 4,482
Mid Ancora Advisors LLC $52,763 0.06% 3,682
Large NewEdge Advisors, LLC $51,588 0.06% 3,600
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $29,820 0.03% 2,081
Mid HARBOUR INVESTMENTS, INC. $20,176 0.02% 1,408
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8,325 0.01% 581
Small FNY Investment Advisers, LLC $1,433 0.00% 100
Small Pinnacle Wealth Planning Services, Inc. $1,060 0.00% 74
Micro WPG Advisers, LLC $286 0.00% 20
Mega BlackRock, Inc. $186 0.00% 13
Small Salomon & Ludwin, LLC $14 0.00% 1

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