Nuveen Amt-Free Muni ValNUW
13F holders, Q4 2024 (December 31)60holders +9
10new positions
4sold out
$13.58avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 9 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($17.0M), Tortoise Investment Management, LLC ($13.4M) and Morgan Stanley ($10.1M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.0M |
| Exits | 4 | $892K |
All 13F filers, Q3 2024 → Q4 2024: 813,558 shares bought and 735,868 shares sold, net +77,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| 1607 Capital Partners, LLC | 1.37% | Add +28.0% | 1,254,393 | $17.0M |
| Tortoise Investment Management, LLC | 1.41% | Reduce -3.8% | 984,288 | $13.4M |
| Morgan Stanley | 0.00% | Add +28.8% | 741,579 | $10.1M |
| Rivernorth Capital Management, LLC | 0.33% | No change | 508,877 | $6.9M |
| Karpus Management, Inc. | 0.18% | Reduce -48.6% | 447,885 | $6.1M |
| UBS Group AG | 0.00% | Add +1.9% | 309,340 | $4.2M |
| Raymond James Financial Inc. | 0.00% | — | 290,225 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Reduce -30.6% | 277,302 | $3.8M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +0.3% | 254,044 | $3.4M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 195,096 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +12.9% | 182,902 | $2.5M |
| LPL Financial LLC | 0.00% | Add +61.4% | 156,096 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Add +4.8% | 136,207 | $1.9M |
| Ahl Investment Management, Inc. | 0.99% | Reduce -3.4% | 104,504 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -47.1% | 76,894 | $1.0M |
| Wolverine Asset Management LLC | 0.07% | Add +5.4% | 65,449 | $889K |
| Sanctuary Advisors, LLC | 0.01% | Add +8.4% | 64,132 | $881K |
| Pathstone Holdings, LLC | 0.00% | New | 53,772 | $730K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 53,616 | $728K |
| Jones Financial Companies LLLP | 0.00% | Add +18.0% | 48,883 | $664K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 44,483 | $604K |
| Access Financial Services, Inc. | 0.26% | Add +124.9% | 42,760 | $581K |
| Koshinski Asset Management, Inc. | 0.05% | Add +25.4% | 40,874 | $555K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 40,772 | $554K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.7% | 36,114 | $490K |
| Melfa Wealth Management, Inc. | 0.32% | Add +0.0% | 34,992 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 33,741 | $458K |
| Thomas J. Herzfeld Advisors, Inc. | 0.14% | New | 33,256 | $452K |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 32,684 | $445K |
| Logan Stone Capital, LLC | 0.14% | New | 31,107 | $422K |
| Ackerman Capital Advisors, LLC | 0.11% | Reduce -15.6% | 31,068 | $422K |
| Lee Financial Co | 0.06% | No change | 28,871 | $392K |
| Hickory Point Bank & Trust | 0.33% | — | 27,300 | $371K |
| HighTower Advisors, LLC | 0.00% | New | 25,437 | $345K |
| Tyche Wealth Partners LLC | 0.06% | No change | 21,800 | $296K |
| Creekside Partners | 0.14% | No change | 20,000 | $272K |
| Breakwater Capital Group | 0.04% | Reduce -2.3% | 15,175 | $206K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,867 | $202K |
| Stephens Inc. | 0.00% | No change | 14,380 | $195K |
| Readystate Asset Management LP | 0.01% | New | 13,592 | $185K |
| Hilltop Holdings Inc. | 0.01% | Reduce -12.3% | 11,492 | $156K |
| Realta Investment Advisors | 0.06% | No change | 11,408 | $156K |
| Ancora Advisors LLC | 0.00% | No change | 10,993 | $149K |
| Williams & Novak, LLC | 0.14% | New | 10,500 | $143K |
| Fairscale Capital, LLC | 0.11% | No change | 9,270 | $126K |
| Osaic Holdings, Inc. | 0.00% | Add +410.1% | 8,850 | $120K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,193 | $98K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 6,519 | $89K |
| Clean Yield Group | 0.03% | No change | 6,428 | $87K |
| Comerica Bank | 0.00% | Add +0.4% | 5,518 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $59K |
| Avior Wealth Management, LLC | 0.00% | Add +37.4% | 3,626 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 3,363 | $46K |
| Bessemer Group Inc. | 0.00% | New | 552 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 512 | $7K |
| WPG Advisers, LLC | 0.00% | — | 352 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 344 | $5K |
| Transce3nd, LLC | 0.00% | — | 234 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 159 | $2K |
| 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.