Nuveen Amt-Free Muni ValNUW
13F holders, Q2 2025 (June 30)59holders +2
8new positions
7sold out
$13.68avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 2 from Q1 2025. 8 opened new positions and 7 sold out. The largest holders were 1607 Capital Partners, LLC ($17.5M), Tortoise Investment Management, LLC ($11.2M) and Morgan Stanley ($9.6M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.0M |
| Exits | 7 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 425,458 shares bought and 540,858 shares sold, net −115,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| 1607 Capital Partners, LLC | 1.42% | Reduce -1.9% | 1,278,060 | $17.5M |
| Tortoise Investment Management, LLC | 1.06% | Reduce -12.8% | 816,221 | $11.2M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 703,092 | $9.6M |
| Rivernorth Capital Management, LLC | 0.33% | Reduce -5.1% | 429,247 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +27.8% | 369,763 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.6% | 304,383 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -9.7% | 296,921 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +10.4% | 222,471 | $3.0M |
| UBS Group AG | 0.00% | Reduce -25.0% | 171,196 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -6.4% | 164,301 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -17.7% | 160,942 | $2.2M |
| Smartleaf Asset Management LLC | 0.15% | New | 124,051 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Add +0.6% | 108,803 | $1.5M |
| Ahl Investment Management, Inc. | 0.84% | Add +8.1% | 92,094 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +33.1% | 85,826 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 77,409 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.5% | 68,567 | $938K |
| Breakwater Capital Group | 0.12% | Add +184.4% | 51,557 | $705K |
| Thomas J. Herzfeld Advisors, Inc. | 0.25% | New | 51,476 | $704K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.5% | 45,659 | $625K |
| Access Financial Services, Inc. | 0.23% | Add +5.7% | 45,190 | $618K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.0% | 40,828 | $559K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 40,772 | $558K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 37,483 | $513K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 37,017 | $506K |
| Melfa Wealth Management, Inc. | 0.28% | Add +0.0% | 32,908 | $450K |
| SFI Advisors, LLC | 0.30% | Reduce -2.5% | 31,419 | $430K |
| Uniting Wealth Partners, LLC | 0.16% | No change | 29,799 | $408K |
| Bank of New York Mellon Corp | 0.00% | Reduce -43.8% | 29,468 | $403K |
| Hickory Point Bank & Trust | 0.30% | No change | 27,300 | $373K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 26,553 | $363K |
| Ackerman Capital Advisors, LLC | 0.07% | Reduce -16.6% | 23,118 | $316K |
| Realta Investment Advisors | 0.12% | Add +101.7% | 23,015 | $315K |
| Tyche Wealth Partners LLC | 0.06% | No change | 21,800 | $298K |
| Creekside Partners | 0.13% | No change | 20,000 | $274K |
| Janney Montgomery Scott LLC | 0.00% | New | 19,159 | $262K |
| Stephens Inc. | 0.00% | Add +17.4% | 16,880 | $231K |
| Hilltop Holdings Inc. | 0.01% | Add +4.6% | 13,223 | $181K |
| Ancora Advisors LLC | 0.00% | Add +15.5% | 12,693 | $174K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 12,397 | $170K |
| Ameriprise Financial Inc. | 0.00% | New | 12,000 | $164K |
| Susquehanna International Group, LLP | 0.00% | Add +4.1% | 11,336 | $155K |
| Wealth Management Associates, Inc. | 0.06% | Add +0.2% | 10,847 | $148K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $137K |
| Fairscale Capital, LLC | 0.09% | No change | 9,270 | $127K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 6,634 | $91K |
| Clean Yield Group | 0.03% | No change | 6,428 | $88K |
| Comerica Bank | 0.00% | Reduce -0.1% | 5,510 | $75K |
| Traub Capital Management LLC | 0.06% | — | 4,725 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 3,480 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -37.4% | 1,063 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 967 | $13K |
| Fifth Third Bancorp | 0.00% | New | 610 | $8K |
| Transce3nd, LLC | 0.00% | No change | 234 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -60.5% | 88 | $1K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $1K |
| Addison Advisors LLC | 0.00% | New | 7 | $96 |
| 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.