HighTower Advisors
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HighTower Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

HighTower Advisors’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Buy
20,574
+10,369
+102% +$149K ﹤0.01% 3196
2025
Q4 		$146K Buy
+10,205
New +$146K ﹤0.01% 3451
2025
Q2 		– Sell
-22,161
Closed -$304K – 3913
2025
Q1 		$304K Sell
22,161
-3,276
-13% -$45.2K ﹤0.01% 2862
2024
Q4 		$345K Buy
+25,437
New +$354K ﹤0.01% 2774
2024
Q1 		– Sell
-12,317
Closed -$167K – 3892
2023
Q4 		$167K Buy
12,317
+1,714
+16% +$22.6K ﹤0.01% 3065
2023
Q3 		$142K Sell
10,603
-15,883
-60% -$215K ﹤0.01% 3020
2023
Q2 		$364K Sell
26,486
-7,891
-23% -$109K ﹤0.01% 2423
2023
Q1 		$474K Buy
34,377
+6,370
+23% +$88.8K ﹤0.01% 2147
2022
Q4 		$382K Buy
28,007
+12,780
+84% +$172K ﹤0.01% 2311
2022
Q3 		$200K Buy
15,227
+105
+0.7% +$1.48K ﹤0.01% 2610
2022
Q2 		$213K Sell
15,122
-990
-6% -$14K ﹤0.01% 2596
2022
Q1 		$238K Buy
16,112
+67
+0.4% +$1.05K ﹤0.01% 2699
2021
Q4 		$268K Buy
16,045
+278
+2% +$4.64K ﹤0.01% 2545
2021
Q3 		$270K Buy
15,767
+992
+7% +$17K ﹤0.01% 2488
2021
Q2 		$254K Buy
14,775
+85
+0.6% +$1.43K ﹤0.01% 2486
2021
Q1 		$243K Buy
14,690
+57
+0.4% +$942 ﹤0.01% 2450
2020
Q4 		$240K Buy
+14,633
New +$236K ﹤0.01% 2082
2013
Q3 		– Sell
-14,507
Closed -$233K – 1420
2013
Q2 		$233K Buy
+14,507
New +$248K 0.01% 1082

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's NUW Position: Q1 2026 in Review

HighTower Advisors increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 102% in Q1 2026, buying an estimated $149K and bringing the position to 20,574 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

HighTower Advisors first reported a position in NUW in Q2 2013 and has held it in 18 quarters since. The position peaked at $474K in Q1 2023. 66 funds tracked by Wall St. Rank hold NUW as of Q1 2026.

  • HighTower Advisors held 20,574 shares of Nuveen AMT-Free Municipal Value Fund worth $295K as of Q1 2026.
  • HighTower Advisors bought 10,369 Nuveen AMT-Free Municipal Value Fund shares in Q1 2026, an estimated $149K.
  • Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3196 holding.
  • HighTower Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2013 and has held it in 18 quarters since.
  • HighTower Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $474K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.