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KIM
Karpus Investment Management’s
Nuveen AMT-Free Municipal Value Fund
NUW
Stock Holding History
Karpus Investment Management’s Portfolio
NUW Stock Details
NUW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-447,885
Closed
-$6.08M
–
209
2024
Q4
$6.08M
Sell
447,885
-424,365
-49%
-$5.91M
0.18%
108
2024
Q3
$12.4M
Sell
872,250
-104,466
-11%
-$1.46M
0.34%
68
2024
Q2
$13.6M
Sell
976,716
-28,886
-3%
-$391K
0.38%
54
2024
Q1
$13.6M
Sell
1,005,602
-70,465
-7%
-$966K
0.39%
51
2023
Q4
$14.7M
Sell
1,076,067
-6,889
-0.6%
-$90.7K
0.45%
46
2023
Q3
$14.5M
Sell
1,082,956
-23,677
-2%
-$321K
0.49%
47
2023
Q2
$15.2M
Sell
1,106,633
-9,994
-0.9%
-$138K
0.48%
50
2023
Q1
$15.4M
Sell
1,116,627
-8,533
-0.8%
-$119K
0.48%
50
2022
Q4
$15.3M
Buy
1,125,160
+749,011
+199%
+$10.1M
0.52%
48
2022
Q3
$4.94M
Buy
376,149
+109,007
+41%
+$1.53M
0.17%
136
2022
Q2
$3.78M
Buy
+267,142
New
+$3.78M
0.13%
169
Other funds holding NUW
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
TIM
Tortoise Investment Management
White Plains, New York
$1.21B AUM
13.04%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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