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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

60 hedge funds and large institutions have $648M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$555M
2
1CP
2
1607 Capital Partners
Virginia
$17M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.1M
4
LPL Financial
4
LPL Financial
California
$2.12M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$730K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.08M
2
GC
2
Guggenheim Capital
Illinois
$3.77M
3
Wells Fargo
3
Wells Fargo
California
$1.04M
4
TIM
4
Tortoise Investment Management
New York
$13.4M
5
SA
5
SFI Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Melfa Wealth Management
Massachusetts
$475K +$149 +11 +0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$458K +$679 +50 +0.1%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$452K +$452K +33,256 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$445K -$32.5K -2,387 -7%
LSC
30
Logan Stone Capital
Illinois
$422K +$422K +31,107 New
ACA
31
Ackerman Capital Advisors
Texas
$422K -$78K -5,744 -16%
LF
32
Lee Financial
Texas
$392K – – –
HPBT
33
Hickory Point Bank & Trust
Illinois
$371K +$371K +27,300 New
HighTower Advisors
34
HighTower Advisors
Illinois
$345K +$345K +25,437 New
TWP
35
Tyche Wealth Partners
Texas
$296K – – –
CP
36
Creekside Partners
California
$272K – – –
BCG
37
Breakwater Capital Group
New Jersey
$206K -$4.83K -356 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$202K +$202K +14,867 New
SI
39
Stephens Inc
Arkansas
$195K – – –
RAM
40
Readystate Asset Management
Illinois
$185K +$185K +13,592 New
HH
41
Hilltop Holdings
Texas
$156K -$21.9K -1,616 -12%
RIA
42
Realta Investment Advisors
Delaware
$156K – – –
AA
43
Ancora Advisors
Ohio
$149K – – –
WN
44
Williams & Novak
California
$143K +$143K +10,500 New
FC
45
Fairscale Capital
New Hampshire
$126K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$120K +$96.6K +7,115 +410%
CFB
47
Cullen/Frost Bankers
Texas
$97.7K – – –
NA
48
NewEdge Advisors
Louisiana
$88.5K +$1.2K +88 +1%
CYG
49
Clean Yield Group
Vermont
$87.3K – – –
Comerica Bank
50
Comerica Bank
Texas
$74.9K +$285 +21 +0.4%
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