Nuveen Amt-Free Muni ValNUW
13F holders, Q1 2024 (March 31)47holders
$13.50avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings. The largest holders were 1607 Capital Partners, LLC ($13.7M), Tortoise Investment Management, LLC ($13.6M) and Karpus Management, Inc. ($13.6M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 6 | $882K |
Ownership 47 holders
| 1607 Capital Partners, LLC | 1.12% | Reduce -33.6% | 1,018,417 | $13.7M |
| Tortoise Investment Management, LLC | 1.65% | Add +22.7% | 1,007,470 | $13.6M |
| Karpus Management, Inc. | 0.39% | Reduce -6.5% | 1,005,602 | $13.6M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 542,478 | $7.3M |
| Rivernorth Capital Management, LLC | 0.33% | Reduce -0.6% | 512,053 | $6.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.7% | 444,074 | $6.0M |
| Hennion & Walsh Asset Management, Inc. | 0.28% | Reduce -1.6% | 388,101 | $5.2M |
| UBS Group AG | 0.00% | Reduce -1.6% | 218,778 | $3.0M |
| Bank of America Corp. | 0.00% | Add +29.6% | 190,985 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 170,737 | $2.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -12.4% | 115,446 | $1.6M |
| Captrust Financial Advisors | 0.01% | Add +119.0% | 102,953 | $1.4M |
| Ahl Investment Management, Inc. | 0.97% | Add +476.1% | 93,916 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.9% | 90,259 | $1.2M |
| Raymond James & Associates | 0.00% | Add +20.9% | 88,979 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 81,474 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 56,975 | $769K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -5.1% | 44,701 | $603K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 44,318 | $598K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 38,724 | $523K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.6% | 38,553 | $520K |
| Wolverine Asset Management LLC | 0.04% | Add +16.9% | 35,234 | $476K |
| Melfa Wealth Management, Inc. | 0.34% | Add +0.0% | 34,965 | $472K |
| Palumbo Wealth Management LLC | 0.19% | No change | 31,562 | $426K |
| Royal Bank of Canada | 0.00% | Add +147.6% | 31,184 | $421K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -33.7% | 30,652 | $414K |
| Realta Investment Advisors | 0.07% | Add +0.0% | 24,890 | $336K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 23,960 | $324K |
| Breakwater Capital Group | 0.08% | Add +116.4% | 23,513 | $317K |
| Tyche Wealth Partners LLC | 0.07% | No change | 21,800 | $294K |
| Nomura Holdings Inc. | 0.00% | Add +15.8% | 21,563 | $291K |
| Access Financial Services, Inc. | 0.11% | No change | 19,010 | $257K |
| Ackerman Capital Advisors, LLC | 0.06% | Reduce -54.4% | 16,645 | $225K |
| Stephens Inc. | 0.00% | No change | 14,500 | $196K |
| Hilltop Holdings Inc. | 0.02% | Add +1.4% | 11,733 | $158K |
| Ancora Advisors LLC | 0.00% | No change | 10,993 | $148K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,193 | $97K |
| Clean Yield Group | 0.03% | No change | 6,428 | $87K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 6,313 | $85K |
| Comerica Bank | 0.00% | Reduce -10.1% | 5,497 | $74K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.0% | 3,568 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.7% | 3,167 | $43K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,639 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +230.0% | 1,000 | $14K |
| First PREMIER Bank | 0.00% | No change | 650 | $9K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is NUW's weight in each manager's 13F, not the share of Nuveen Amt-Free Muni Val the manager owns.