Nuveen Amt-Free Muni ValNUW
13F holders, Q3 2024 (September 30)51holders +1
4new positions
3sold out
$14.21avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Tortoise Investment Management, LLC ($14.5M), 1607 Capital Partners, LLC ($13.9M) and Karpus Management, Inc. ($12.4M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $863K |
| Exits | 3 | $822K |
All 13F filers, Q2 2024 → Q3 2024: 294,026 shares bought and 435,810 shares sold, net −141,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Tortoise Investment Management, LLC | 1.52% | Reduce -3.3% | 1,023,035 | $14.5M |
| 1607 Capital Partners, LLC | 1.27% | Reduce -1.0% | 979,971 | $13.9M |
| Karpus Management, Inc. | 0.34% | Reduce -10.7% | 872,250 | $12.4M |
| Morgan Stanley | 0.00% | Reduce -15.9% | 575,830 | $8.2M |
| Rivernorth Capital Management, LLC | 0.35% | Reduce -0.9% | 508,877 | $7.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -8.0% | 399,292 | $5.7M |
| UBS Group AG | 0.00% | Add +20.7% | 303,697 | $4.3M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -5.7% | 253,312 | $3.6M |
| Bank of America Corp. | 0.00% | Add +4.3% | 197,753 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +81.7% | 185,780 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +16.3% | 161,929 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -11.8% | 145,321 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.9% | 129,969 | $1.8M |
| Ahl Investment Management, Inc. | 1.06% | No change | 108,205 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 96,711 | $1.4M |
| Raymond James & Associates | 0.00% | Add +5.0% | 93,573 | $1.3M |
| Wolverine Asset Management LLC | 0.09% | Add +44.5% | 62,090 | $883K |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 59,140 | $818K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.6% | 53,743 | $764K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 44,407 | $631K |
| Jones Financial Companies LLLP | 0.00% | Add +92.5% | 41,422 | $587K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 39,143 | $557K |
| Ackerman Capital Advisors, LLC | 0.14% | Add +79.5% | 36,812 | $523K |
| Royal Bank of Canada | 0.00% | Add +9.7% | 35,071 | $498K |
| Melfa Wealth Management, Inc. | 0.33% | Add +0.0% | 34,981 | $497K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 33,691 | $479K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.0% | 32,596 | $464K |
| SFI Advisors, LLC | 0.32% | New | 31,120 | $443K |
| Lee Financial Co | 0.06% | New | 28,871 | $412K |
| Tyche Wealth Partners LLC | 0.07% | No change | 21,800 | $310K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -48.2% | 21,102 | $300K |
| Creekside Partners | 0.15% | No change | 20,000 | $284K |
| Access Financial Services, Inc. | 0.12% | No change | 19,010 | $270K |
| Breakwater Capital Group | 0.04% | Add +7.4% | 15,531 | $221K |
| Stephens Inc. | 0.00% | No change | 14,380 | $204K |
| Hilltop Holdings Inc. | 0.01% | Add +10.6% | 13,108 | $186K |
| Realta Investment Advisors | 0.08% | Reduce -54.2% | 11,408 | $163K |
| Ancora Advisors LLC | 0.00% | No change | 10,993 | $156K |
| Johnson Financial Group, Inc. | 0.01% | No change | 10,400 | $148K |
| Fairscale Capital, LLC | 0.12% | No change | 9,270 | $132K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,193 | $102K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 6,431 | $91K |
| Clean Yield Group | 0.03% | No change | 6,428 | $91K |
| Comerica Bank | 0.00% | No change | 5,497 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.7% | 3,334 | $47K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,639 | $38K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,735 | $25K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 512 | $7K |
| 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.