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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$58.8K – – –
AWM
52
Avior Wealth Management
Nebraska
$49.2K +$13.4K +987 +37%
SPIA
53
Steward Partners Investment Advisory
New York
$45.7K +$394 +29 +0.9%
Bessemer Group
54
Bessemer Group
New Jersey
$8K +$8K +552 New
PWA
55
Provenance Wealth Advisors
Florida
$6.95K – – –
WA
56
WPG Advisers
Maryland
$4.78K +$4.78K +352 New
GWM
57
Geneos Wealth Management
Colorado
$4.67K +$4.67K +344 New
T
58
Transce3nd
Texas
$3.18K +$3.18K +234 New
FDW
59
Fourth Dimension Wealth
Ohio
$2.16K +$2.16K +159 New
SL
60
Salomon & Ludwin
Virginia
$14 – – –
SA
61
SFI Advisors
New Jersey
– -$443K -31,120 Closed
LCM
62
Landscape Capital Management
New Jersey
– -$300K -21,102 Closed
JFGIW
63
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$148K -10,400 Closed
FIA
64
FNY Investment Advisers
New York
– -$1K -100 Closed
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