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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 Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$14.5M 1,023,035 -34,639 -3%
1CP
2
1607 Capital Partners
Virginia
$13.9M 979,971 -10,200 -1%
KIM
3
Karpus Investment Management
New York
$12.4M 872,250 -104,466 -11%
Morgan Stanley
4
Morgan Stanley
New York
$8.19M 575,830 -108,902 -16%
RCM
5
Rivernorth Capital Management
Florida
$7.24M 508,877 -4,423 -0.9%
GC
6
Guggenheim Capital
Illinois
$5.68M 399,292 -34,485 -8%
UBS Group
7
UBS Group
Switzerland
$4.32M 303,697 +52,067 +21%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.6M 253,312 -15,329 -6%
Bank of America
9
Bank of America
North Carolina
$2.81M 197,753 +8,147 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.64M 185,780 +83,531 +82%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$2.3M 161,929 +22,683 +16%
Wells Fargo
12
Wells Fargo
California
$2.07M 145,321 -19,479 -12%
VanEck Associates
13
VanEck Associates
New York
$1.83M 129,969 -2,504 -2%
AIM
14
AHL Investment Management
Florida
$1.54M 108,205 – –
LPL Financial
15
LPL Financial
California
$1.38M 96,711 -2,273 -2%
RJA
16
Raymond James & Associates
Florida
$1.33M 93,573 +4,469 +5%
WAM
17
Wolverine Asset Management
Illinois
$883K 62,090 +19,114 +44%
SA
18
Sanctuary Advisors
Indiana
$818K 59,140 +1,468 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$764K 53,743 -4,413 -8%
KAS
20
Kestra Advisory Services
Texas
$631K 44,407 +51 +0.1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$587K 41,422 +19,908 +93%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$557K 39,143 +24 +0.1%
ACA
23
Ackerman Capital Advisors
Texas
$523K 36,812 +16,304 +80%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$498K 35,071 +3,098 +10%
MWM
25
Melfa Wealth Management
Massachusetts
$497K 34,981 +8 +0%
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