Nuveen Amt-Free Muni ValNUW
13F holders, Q1 2025 (March 31)57holders −3
7new positions
10sold out
$13.75avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were 1607 Capital Partners, LLC ($17.9M), Tortoise Investment Management, LLC ($12.9M) and Morgan Stanley ($10.4M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 10 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 365,066 shares bought and 894,101 shares sold, net −529,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| 1607 Capital Partners, LLC | 1.44% | Add +3.9% | 1,303,138 | $17.9M |
| Tortoise Investment Management, LLC | 1.34% | Reduce -4.8% | 936,607 | $12.9M |
| Morgan Stanley | 0.00% | Add +2.5% | 760,230 | $10.4M |
| Rivernorth Capital Management, LLC | 0.33% | Reduce -11.1% | 452,238 | $6.2M |
| Guggenheim Capital LLC | 0.04% | Add +18.5% | 328,668 | $4.5M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +13.9% | 289,435 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 288,148 | $4.0M |
| UBS Group AG | 0.00% | Reduce -26.2% | 228,283 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +10.2% | 201,488 | $2.8M |
| Bank of America Corp. | 0.00% | Add +0.2% | 195,568 | $2.7M |
| LPL Financial LLC | 0.00% | Add +12.5% | 175,565 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +106.1% | 110,844 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -20.6% | 108,108 | $1.5M |
| Ahl Investment Management, Inc. | 0.81% | Reduce -18.5% | 85,204 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 75,423 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +31.9% | 64,486 | $887K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 63,768 | $876K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 52,461 | $721K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 44,566 | $612K |
| Access Financial Services, Inc. | 0.24% | No change | 42,760 | $588K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.1% | 40,811 | $561K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 40,772 | $560K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 37,649 | $517K |
| Royal Bank of Canada | 0.00% | Add +12.5% | 36,757 | $505K |
| Melfa Wealth Management, Inc. | 0.31% | Reduce -6.0% | 32,898 | $452K |
| SFI Advisors, LLC | 0.33% | New | 32,241 | $443K |
| Uniting Wealth Partners, LLC | 0.21% | New | 29,799 | $409K |
| Ackerman Capital Advisors, LLC | 0.10% | Reduce -10.8% | 27,710 | $381K |
| Hickory Point Bank & Trust | 0.33% | No change | 27,300 | $375K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.6% | 26,120 | $359K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 22,161 | $304K |
| Tyche Wealth Partners LLC | 0.06% | No change | 21,800 | $300K |
| Creekside Partners | 0.14% | No change | 20,000 | $275K |
| Breakwater Capital Group | 0.04% | Add +19.5% | 18,129 | $249K |
| Stephens Inc. | 0.00% | No change | 14,380 | $198K |
| Hilltop Holdings Inc. | 0.01% | Add +10.0% | 12,642 | $174K |
| Osaic Holdings, Inc. | 0.00% | Add +38.0% | 12,217 | $168K |
| Realta Investment Advisors | 0.07% | No change | 11,408 | $157K |
| Ancora Advisors LLC | 0.00% | No change | 10,993 | $151K |
| Susquehanna International Group, LLP | 0.00% | New | 10,890 | $150K |
| Wealth Management Associates, Inc. | 0.06% | New | 10,827 | $149K |
| Williams & Novak, LLC | 0.14% | No change | 10,500 | $145K |
| Fairscale Capital, LLC | 0.12% | No change | 9,270 | $128K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,193 | $99K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 6,564 | $90K |
| Clean Yield Group | 0.03% | No change | 6,428 | $88K |
| Comerica Bank | 0.00% | No change | 5,518 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.8% | 3,456 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +393.6% | 1,698 | $23K |
| Farther Finance Advisors, LLC | 0.00% | New | 967 | $13K |
| Transce3nd, LLC | 0.00% | No change | 234 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -36.6% | 223 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 218 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 159 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 115 | $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.