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Nuveen AMT-Free Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$11.7M +$4.51M +299,589 +66%
Ameriprise
2
Ameriprise
Minnesota
$2.62M +$133K +8,860 +6%
Wells Fargo
3
Wells Fargo
California
$2.24M +$173K +11,506 +9%
GC
4
Guggenheim Capital
Illinois
$2.19M -$528K -35,119 -20%
Morgan Stanley
5
Morgan Stanley
New York
$1.13M +$67.4K +4,481 +7%
VanEck Associates
6
VanEck Associates
New York
$1.05M +$96.6K +6,426 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.01M +$174K +11,560 +22%
WAM
8
Wolverine Asset Management
Illinois
$850K -$170K -11,330 -17%
WAM
9
Wakefield Asset Management
Colorado
$846K -$84.2K -5,597 -9%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$820K -$35.8K -2,379 -4%
HCIA
11
Hochman Cole Investment Advisors
Illinois
$761K +$365K +24,285 +100%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$623K +$96.8K +6,439 +19%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$620K +$24.9K +1,656 +4%
PAS
14
Park Avenue Securities
New York
$618K +$594K +39,510 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$565K +$41.3K +2,745 +8%
Bank of America
16
Bank of America
North Carolina
$524K -$38.2K -2,540 -7%
LPL Financial
17
LPL Financial
California
$500K -$10.7K -711 -2%
UBS Group
18
UBS Group
Switzerland
$368K +$109K +7,227 +44%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$362K -$30.2K -2,008 -8%
Truist Financial
20
Truist Financial
North Carolina
$349K
AA
21
AQR Arbitrage
Connecticut
$304K +$67.3K +4,474 +30%
DC
22
Davenport & Co
Virginia
$291K
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K
CFB
24
Cullen/Frost Bankers
Texas
$115K
BAM
25
Belpointe Asset Management
Nevada
$106K