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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

47 hedge funds and large institutions have $90.2M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
19
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$13.6M
2
AIM
2
AHL Investment Management
Florida
$1.27M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.39M
4
Bank of America
4
Bank of America
North Carolina
$2.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$421K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.32M
2
1CP
2
1607 Capital Partners
Virginia
$13.7M
3
KIM
3
Karpus Investment Management
New York
$13.6M
4
ACA
4
Ackerman Capital Advisors
Texas
$225K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$414K -$211K -15,595 -34%
RIA
27
Realta Investment Advisors
Delaware
$336K +$40 +3 +0%
AWS
28
Atria Wealth Solutions
New York
$324K – – –
BCG
29
Breakwater Capital Group
New Jersey
$317K +$171K +12,646 +116%
TWP
30
Tyche Wealth Partners
Texas
$294K – – –
Nomura Holdings
31
Nomura Holdings
Japan
$291K +$39.8K +2,946 +16%
AFS
32
Access Financial Services
Minnesota
$257K – – –
ACA
33
Ackerman Capital Advisors
Texas
$225K -$268K -19,857 -54%
SI
34
Stephens Inc
Arkansas
$196K – – –
HH
35
Hilltop Holdings
Texas
$158K +$2.21K +164 +1%
AA
36
Ancora Advisors
Ohio
$148K – – –
CFB
37
Cullen/Frost Bankers
Texas
$97.1K – – –
CYG
38
Clean Yield Group
Vermont
$86.8K – – –
NA
39
NewEdge Advisors
Louisiana
$85.2K +$513 +38 +0.6%
Comerica Bank
40
Comerica Bank
Texas
$74.2K -$8.37K -620 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$48.2K -$28.3K -2,095 -37%
SPIA
42
Steward Partners Investment Advisory
New York
$42.8K -$18.1K -1,339 -30%
AWM
43
Avior Wealth Management
Nebraska
$35.6K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$13.5K +$9.41K +697 +230%
FPB
45
First PREMIER Bank
South Dakota
$9K – – –
SL
46
Salomon & Ludwin
Virginia
$14 – – –
FIA
47
FNY Investment Advisers
New York
$1 +$1 +100 New
Ameriprise
48
Ameriprise
Minnesota
– -$231K -16,971 Closed
HighTower Advisors
49
HighTower Advisors
Illinois
– -$167K -12,317 Closed
WAM
50
Weiss Asset Management
Massachusetts
– -$164K -12,023 Closed
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