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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.23M +$248K +14,464 +12%
Invesco
2
Invesco
Georgia
$1.85M +$957K +55,772 +106%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.7M -$36K -2,098 -2%
GC
4
Guggenheim Capital
Illinois
$1.11M +$1.11M +64,759 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$897K -$6.11K -356 -0.7%
BTS
6
BB&T Securities
Virginia
$876K +$58.4K +3,400 +7%
UBS Group
7
UBS Group
Switzerland
$747K -$28.4K -1,654 -4%
Bank of America
8
Bank of America
North Carolina
$651K +$42.3K +2,465 +7%
Wells Fargo
9
Wells Fargo
California
$526K +$173K +10,069 +49%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$440K -$123K -7,185 -22%
VanEck Associates
11
VanEck Associates
New York
$419K +$14.4K +841 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$218K +$25.4K +1,477 +13%
RJA
13
Raymond James & Associates
Florida
$201K +$292 +17 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$183K +$184K +10,743 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$136K -$35.4K -2,060 -21%
WT
16
Whittier Trust
California
$119K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$85K -$25.7K -1,500 -23%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$80K
Creative Planning
19
Creative Planning
Kansas
$58K
LNB
20
Ledyard National Bank
$57K +$189 +11 +0.3%
NFG
21
Next Financial Group
Texas
$51K -$24K -1,400 -32%
AG
22
Advisor Group
Arizona
$28K
US Bancorp
23
US Bancorp
Minnesota
$24K
LPL Financial
24
LPL Financial
California
-$706K -41,755 Closed
DADC
25
D.A. Davidson & Co
Montana
-$34K -2,000 Closed