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NUW

Nuveen AMT-Free Municipal Value Fund

Company with tickers: NUW

CIK
1450445
CUSIP
670695105
Shares Outstanding
17,951,336
13F Activity (30d)
49 filings 49 filers
Holders: 65
Total Value: $91,951,338
Total Shares: 6,416,704

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 65 13F filers · Δ vs Dec 31, 2025
Top Holder
16.9%
Mar 2025 → Mar 2026 · range 16.9% – 100.0%
−0.0 pts
Top 5
49.0%
Mar 2025 → Mar 2026 · range 49.0% – 100.0%
−2.9 pts
Top 10
72.8%
Mar 2025 → Mar 2026 · range 72.8% – 100.0%
−1.7 pts
HHI
704
Mar 2025 → Mar 2026 · range 704 – 10,000
Broadly held −41

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
25
Decreased
18
Sold Out
7
Unchanged
14
Holder count: +1
Institutional value: -0.0%
Shares held: -0.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
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
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)
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)
Micro SFI Advisors, LLC 31,419 $449,605
Small Wealth Management Associates, Inc. 10,893 $155,878
Large COMERICA BANK 5,510 $78,848
Mid NewEdge Advisors, LLC 3,600 $51,516
Small Camelot Portfolios, LLC 3,535 $50,585
Filter: New 8 Increased 25 Reduced 18 Sold out 7 Unchanged 14
65 of 65 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Small 1607 Capital Partners, LLC $15,567,653 16.93% 1,086,368 View
Mega MORGAN STANLEY $9,439,828 10.27% 658,746 View
Mid Tortoise Investment Management, LLC $7,524,783 8.18% 525,107 View
Large GUGGENHEIM CAPITAL LLC $6,389,990 6.95% 445,917 View
Mid Hennion & Walsh Asset Management, Inc. $6,174,997 6.72% 430,914 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $6,011,091 6.54% 419,476 View
Mega RAYMOND JAMES FINANCIAL INC $5,161,679 5.61% 360,201 View
Large CAPTRUST FINANCIAL ADVISORS $3,905,813 4.25% 272,562 View
Large JONES FINANCIAL COMPANIES LLLP $3,703,043 4.03% 258,412 View
Mega LPL Financial LLC $3,100,496 3.37% 216,364 View
Mega UBS Group AG $2,244,407 2.44% 156,623 View
Mega BANK OF AMERICA CORP /DE/ Bank $2,231,367 2.43% 155,713 View
Mega VAN ECK ASSOCIATES CORP $2,087,379 2.27% 145,665 View
Mega Invesco Ltd. $1,416,864 1.54% 98,874 View
Mid Smartleaf Asset Management LLC $1,180,304 1.28% 82,366 View
Mega WELLS FARGO & COMPANY/MN $1,116,163 1.21% 77,890 View
Mid Sanctuary Advisors, LLC $1,070,379 1.16% 74,695 View
Large Cambridge Investment Research Advisors, Inc. $870,031 0.95% 60,714 View
Small Breakwater Capital Group $822,126 0.89% 57,371 View
Small Koshinski Asset Management, Inc. $697,727 0.76% 48,690 View
Mid Stratos Wealth Partners, LTD. $674,083 0.73% 47,040 View
Micro Midwest Financial Group LLC $604,711 0.66% 42,199 View
Mid Dynamic Advisor Solutions LLC $584,262 0.64% 40,772 View
Large Kestra Advisory Services, LLC $576,739 0.63% 40,247 View
Micro ACCESS FINANCIAL SERVICES, INC. $562,954 0.61% 39,285 View
Large Fiera Capital Corp $506,092 0.55% 35,317 View
Large COMMONWEALTH EQUITY SERVICES, LLC $486,603 0.53% 33,957 View
Small MELFA WEALTH MANAGEMENT, INC. $471,958 0.51% 32,935 View
Mega ROYAL BANK OF CANADA Bank $471,027 0.51% 32,870 View
Small Uniting Wealth Partners, LLC $427,019 0.46% 29,799 View
Micro Hickory Point Bank & Trust Bank $391,209 0.43% 27,300 View
Large OSAIC HOLDINGS, INC. $380,504 0.41% 26,553 View
Mid Carnegie Investment Counsel $331,395 0.36% 23,126 View
Small Realta Investment Advisors $329,804 0.36% 23,015 View
Small Tyche Wealth Partners LLC $312,394 0.34% 21,800 View
Micro Ackerman Capital Advisors, LLC $308,166 0.34% 21,505 View
Large HighTower Advisors, LLC $294,825 0.32% 20,574 View
Micro Creekside Partners $286,600 0.31% 20,000 View
Mega Bank of New York Mellon Corp Bank $282,716 0.31% 19,729 View
Small SAX WEALTH ADVISORS, LLC $278,274 0.30% 19,419 View
Large Janney Montgomery Scott LLC $263,256 0.29% 18,371 View
Mid STEPHENS INC /AR/ $260,519 0.28% 18,180 View
Mid Summit Trail Advisors, LLC $222,086 0.24% 15,498 View
Mid D.A. DAVIDSON & CO. $200,620 0.22% 14,000 View
Mega AMERIPRISE FINANCIAL INC $193,870 0.21% 13,529 View
Small Aviance Capital Partners, LLC $190,832 0.21% 13,317 View
Small Hilltop Holdings Inc. $190,331 0.21% 13,282 View
Micro Redwood Family Wealth LLC $176,259 0.19% 12,300 View
Large Cetera Investment Advisers $164,135 0.18% 11,454 View
Micro Disciplined Investments, LLC $146,280 0.16% 10,208 View
Micro Fairscale Capital, LLC $132,839 0.14% 9,270 View
Large Steward Partners Investment Advisory, LLC $109,595 0.12% 7,648 View
Small Clean Yield Group $92,113 0.10% 6,428 View
Large FIFTH THIRD BANCORP Bank $78,815 0.09% 5,500 View
Mid Farther Finance Advisors, LLC $74,043 0.08% 5,167 View
Large Rockefeller Capital Management L.P. $64,227 0.07% 4,482 View
Mid Ancora Advisors LLC $52,763 0.06% 3,682 View
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $29,820 0.03% 2,081 View
Mid HARBOUR INVESTMENTS, INC. $20,176 0.02% 1,408 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8,325 0.01% 581 View
Small FNY Investment Advisers, LLC $1,433 0.00% 100 View
Small Pinnacle Wealth Planning Services, Inc. $1,060 0.00% 74 View
Micro WPG Advisers, LLC $286 0.00% 20 View
Mega BlackRock, Inc. $186 0.00% 13 View
Small Salomon & Ludwin, LLC $14 0.00% 1 View

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