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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

51 hedge funds and large institutions have $96.3M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.64M
2
UBS Group
2
UBS Group
Switzerland
$4.32M
3
SA
3
SFI Advisors
New Jersey
$443K
4
LF
4
Lee Financial
Texas
$412K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.19M
2
KIM
2
Karpus Investment Management
New York
$12.4M
3
TIM
3
Tortoise Investment Management
New York
$14.5M
4
GC
4
Guggenheim Capital
Illinois
$5.68M
5
PWM
5
Palumbo Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$479K -$33.3K -2,343 -7%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$464K +$199 +14 +0%
SA
28
SFI Advisors
New Jersey
$443K +$443K +31,120 New
LF
29
Lee Financial
Texas
$412K +$412K +28,871 New
TWP
30
Tyche Wealth Partners
Texas
$310K – – –
LCM
31
Landscape Capital Management
New Jersey
$300K -$279K -19,632 -48%
CP
32
Creekside Partners
California
$284K – – –
AFS
33
Access Financial Services
Minnesota
$270K – – –
BCG
34
Breakwater Capital Group
New Jersey
$221K +$15.3K +1,076 +7%
SI
35
Stephens Inc
Arkansas
$204K – – –
HH
36
Hilltop Holdings
Texas
$186K +$17.8K +1,255 +11%
RIA
37
Realta Investment Advisors
Delaware
$163K -$193K -13,486 -54%
AA
38
Ancora Advisors
Ohio
$156K – – –
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K – – –
FC
40
Fairscale Capital
New Hampshire
$132K – – –
CFB
41
Cullen/Frost Bankers
Texas
$102K – – –
NA
42
NewEdge Advisors
Louisiana
$91.5K +$825 +58 +0.9%
CYG
43
Clean Yield Group
Vermont
$91.4K – – –
Comerica Bank
44
Comerica Bank
Texas
$78.2K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$61.6K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$47.4K +$2.1K +148 +5%
AWM
47
Avior Wealth Management
Nebraska
$37.5K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$24.7K – – –
PWA
49
Provenance Wealth Advisors
Florida
$7.28K +$7.28K +512 New
FIA
50
FNY Investment Advisers
New York
$1K +$1K +100 New
1
2
3