Nuveen Amt-Free Muni ValNUW
13F holders, Q3 2025 (September 30)61holders +2
8new positions
6sold out
$14.17avg. 13F price*
At the end of Q3 2025, 61 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 2 from Q2 2025. 8 opened new positions and 6 sold out. The largest holders were 1607 Capital Partners, LLC ($17.3M), Morgan Stanley ($10.5M) and Tortoise Investment Management, LLC ($9.7M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 6 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 558,147 shares bought and 381,897 shares sold, net +176,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| 1607 Capital Partners, LLC | 1.30% | Reduce -4.8% | 1,216,729 | $17.3M |
| Morgan Stanley | 0.00% | Add +5.4% | 741,139 | $10.5M |
| Tortoise Investment Management, LLC | 0.86% | Reduce -16.2% | 683,819 | $9.7M |
| Guggenheim Capital LLC | 0.05% | Add +46.1% | 433,860 | $6.2M |
| Rivernorth Capital Management, LLC | 0.35% | No change | 429,247 | $6.1M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -7.2% | 343,207 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.0% | 328,619 | $4.7M |
| Captrust Financial Advisors | 0.01% | Add +10.5% | 245,790 | $3.5M |
| LPL Financial LLC | 0.00% | Add +14.1% | 187,386 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +109.4% | 179,715 | $2.5M |
| UBS Group AG | 0.00% | Add +0.3% | 171,797 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 155,227 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 116,702 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 88,226 | $1.3M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -31.2% | 85,399 | $1.2M |
| Ahl Investment Management, Inc. | 0.79% | Reduce -11.9% | 81,149 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.7% | 73,858 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +91.2% | 50,770 | $720K |
| Breakwater Capital Group | 0.11% | Reduce -2.4% | 50,332 | $714K |
| Access Financial Services, Inc. | 0.24% | Add +4.4% | 47,190 | $669K |
| Midwest Financial Group LLC | 0.31% | New | 45,354 | $643K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.9% | 41,589 | $590K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.0% | 40,846 | $579K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 40,772 | $578K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 37,916 | $538K |
| Melfa Wealth Management, Inc. | 0.27% | Add +0.0% | 32,917 | $467K |
| Invesco Ltd. | 0.00% | New | 31,603 | $448K |
| SFI Advisors, LLC | 0.28% | No change | 31,419 | $446K |
| Uniting Wealth Partners, LLC | 0.10% | No change | 29,799 | $424K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 29,455 | $418K |
| Lee Financial Co | 0.05% | New | 28,871 | $411K |
| Ackerman Capital Advisors, LLC | 0.08% | Add +21.6% | 28,099 | $398K |
| Royal Bank of Canada | 0.00% | Reduce -25.8% | 27,484 | $390K |
| Hickory Point Bank & Trust | 0.29% | No change | 27,300 | $387K |
| Osaic Holdings, Inc. | 0.00% | Add +101.0% | 24,923 | $343K |
| Realta Investment Advisors | 0.11% | No change | 23,015 | $326K |
| Tyche Wealth Partners LLC | 0.05% | No change | 21,800 | $309K |
| Creekside Partners | 0.12% | No change | 20,000 | $284K |
| Janney Montgomery Scott LLC | 0.00% | No change | 19,159 | $272K |
| Stephens Inc. | 0.00% | Add +1.8% | 17,180 | $244K |
| D.A. Davidson & Co. | 0.00% | New | 14,000 | $199K |
| Hilltop Holdings Inc. | 0.01% | Add +2.6% | 13,561 | $192K |
| Aviance Capital Partners, LLC | 0.02% | New | 12,999 | $184K |
| Wealth Management Associates, Inc. | 0.05% | Add +0.2% | 10,867 | $154K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.5% | 10,500 | $149K |
| Disciplined Investments, LLC | 0.06% | New | 10,055 | $143K |
| Fairscale Capital, LLC | 0.09% | No change | 9,270 | $132K |
| Clean Yield Group | 0.03% | No change | 6,428 | $91K |
| Comerica Bank | 0.00% | No change | 5,510 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.2% | 4,845 | $69K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.8% | 4,528 | $64K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,482 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $61K |
| Ancora Advisors LLC | 0.00% | Reduce -71.0% | 3,682 | $52K |
| Farther Finance Advisors, LLC | 0.00% | No change | 967 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 610 | $9K |
| Wealthspire Advisors, LLC | 0.00% | New | 449 | $6K |
| WPG Advisers, LLC | 0.00% | Add +4.5% | 92 | $1K |
| FNY Investment Advisers, LLC | 0.00% | No change | 100 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -57.1% | 3 | $43 |
| 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.