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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

57 hedge funds and large institutions have $84.4M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smartleaf Asset Management
Massachusetts
$1.69M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.06M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$704K
4
BCG
4
Breakwater Capital Group
New Jersey
$705K
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.17M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$11.2M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.62M
4
UBS Group
4
UBS Group
Switzerland
$2.34M
5
Bank of America
5
Bank of America
North Carolina
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$430K 31,419 -822 -3%
UWP
27
Uniting Wealth Partners
Kansas
$408K 29,799 – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$403K 29,468 -22,993 -44%
HPBT
29
Hickory Point Bank & Trust
Illinois
$373K 27,300 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$363K 26,553 +433 +2%
ACA
31
Ackerman Capital Advisors
Texas
$316K 23,118 -4,592 -17%
RIA
32
Realta Investment Advisors
Delaware
$315K 23,015 +11,607 +102%
TWP
33
Tyche Wealth Partners
Texas
$298K 21,800 – –
CP
34
Creekside Partners
California
$274K 20,000 – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$262K 19,159 +19,159 New
SI
36
Stephens Inc
Arkansas
$231K 16,880 +2,500 +17%
HH
37
Hilltop Holdings
Texas
$181K 13,223 +581 +5%
AA
38
Ancora Advisors
Ohio
$174K 12,693 +1,700 +15%
Ameriprise
39
Ameriprise
Minnesota
$164K 12,000 +12,000 New
WMA
40
Wealth Management Associates
New Jersey
$148K 10,847 +20 +0.2%
Nomura Holdings
41
Nomura Holdings
Japan
$137K 10,000 +10,000 New
FC
42
Fairscale Capital
New Hampshire
$127K 9,270 – –
Osaic Holdings
43
Osaic Holdings
Arizona
$120K 8,850 -3,367 -28%
NA
44
NewEdge Advisors
Louisiana
$90.8K 6,634 +70 +1%
CYG
45
Clean Yield Group
Vermont
$87.9K 6,428 – –
Comerica Bank
46
Comerica Bank
Texas
$75.4K 5,510 -8 -0.1%
TCM
47
Traub Capital Management
Massachusetts
$64.6K 4,725 +4,725 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$59.2K 4,331 – –
SPIA
49
Steward Partners Investment Advisory
New York
$47.6K 3,480 +24 +0.7%
GWM
50
Geneos Wealth Management
Colorado
$14.5K 1,063 -2,676 -72%
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