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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

48 hedge funds and large institutions have $51.4M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.14M
2
TIM
2
Tortoise Investment Management
New York
$1.67M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$484K
4
AFS
4
Access Financial Services
Minnesota
$659K
5
WAOTB
5
Wealth Advisors of Tampa Bay
Florida
$663K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.91M
2
KAS
2
Kestra Advisory Services
Texas
$758K
3
GVAG
3
Great Valley Advisor Group
Delaware
$0
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$285K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$268K +$4.64K +278 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$253K +$253K +15,247 New
UBS Group
29
UBS Group
Switzerland
$240K -$111K -6,680 -32%
Creative Planning
30
Creative Planning
Kansas
$227K +$227K +13,664 New
ACA
31
Ackerman Capital Advisors
Texas
$225K +$225K +13,574 New
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$182K +$11.7K +708 +7%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
RJA
34
Raymond James & Associates
Florida
$178K +$178K +10,721 New
Osaic Holdings
35
Osaic Holdings
Arizona
$161K -$15K -906 -9%
CFB
36
Cullen/Frost Bankers
Texas
$121K – – –
BAM
37
Belpointe Asset Management
Nevada
$113K – – –
NFG
38
Next Financial Group
Texas
$111K +$4.98K +300 +5%
CYG
39
Clean Yield Group
Vermont
$102K +$694 +42 +0.7%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$94K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$60K – – –
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$46K – – –
AWM
43
Avior Wealth Management
Nebraska
$43K – – –
SFM
44
Signet Financial Management
New Jersey
$37K +$37K +2,244 New
SWM
45
Spire Wealth Management
Virginia
$33K -$33K -2,000 -50%
FAG
46
Fortitude Advisory Group
Washington
$27K +$27K +1,606 New
HI
47
Harbour Investments
Wisconsin
$25K -$34.5K -2,070 -58%
UB
48
UMB Bank
Missouri
$2K +$2K +138 New
GVAG
49
Great Valley Advisor Group
Delaware
– -$217K -12,750 Closed
DAS
50
Dynamic Advisor Solutions
Arizona
– -$175K -10,277 Closed
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