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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

50 hedge funds and large institutions have $96M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.5M
2
SA
2
Sanctuary Advisors
Indiana
$779K
3
TIM
3
Tortoise Investment Management
New York
$14.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.93M
5
UBS Group
5
UBS Group
Switzerland
$3.49M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.73M
2
KIM
2
Karpus Investment Management
New York
$13.6M
3
1CP
3
1607 Capital Partners
Virginia
$13.7M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
GC
5
Guggenheim Capital
Illinois
$6.02M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$14.7M 1,057,674 +50,204 +5%
1CP
2
1607 Capital Partners
Virginia
$13.7M 990,171 -28,246 -3%
KIM
3
Karpus Investment Management
New York
$13.6M 976,716 -28,886 -3%
Morgan Stanley
4
Morgan Stanley
New York
$9.5M 684,732 +142,254 +26%
RCM
5
Rivernorth Capital Management
Florida
$7.12M 513,300 +1,247 +0.2%
GC
6
Guggenheim Capital
Illinois
$6.02M 433,777 -10,297 -2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.73M 268,641 -119,460 -31%
UBS Group
8
UBS Group
Switzerland
$3.49M 251,630 +32,852 +15%
Bank of America
9
Bank of America
North Carolina
$2.63M 189,606 -1,379 -0.7%
Wells Fargo
10
Wells Fargo
California
$2.29M 164,800 -5,937 -3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.93M 139,246 +36,293 +35%
VanEck Associates
12
VanEck Associates
New York
$1.84M 132,473 +17,027 +15%
AIM
13
AHL Investment Management
Florida
$1.5M 108,205 +14,289 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.42M 102,249 +11,990 +13%
LPL Financial
15
LPL Financial
California
$1.37M 98,984 +17,510 +21%
RJA
16
Raymond James & Associates
Florida
$1.24M 89,104 +125 +0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$807K 58,156 +1,181 +2%
SA
18
Sanctuary Advisors
Indiana
$779K 57,672 +57,672 New
KAS
19
Kestra Advisory Services
Texas
$616K 44,356 +38 +0.1%
WAM
20
Wolverine Asset Management
Illinois
$597K 42,976 +7,742 +22%
LCM
21
Landscape Capital Management
New Jersey
$565K 40,734 -3,967 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$543K 39,119 +395 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$500K 36,034 -2,519 -7%
MWM
24
Melfa Wealth Management
Massachusetts
$485K 34,973 +8 +0%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$448K 32,582 +1,930 +6%
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