Nuveen Amt-Free Muni ValNUW
13F holders, Q4 2025 (December 31)64holders +3
9new positions
6sold out
$14.31avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were 1607 Capital Partners, LLC ($15.6M), Morgan Stanley ($10.5M) and Tortoise Investment Management, LLC ($8.8M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 6 | $851K |
All 13F filers, Q3 2025 → Q4 2025: 392,972 shares bought and 325,109 shares sold, net +67,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| 1607 Capital Partners, LLC | 1.06% | Reduce -10.3% | 1,091,459 | $15.6M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 737,245 | $10.5M |
| Tortoise Investment Management, LLC | 0.78% | Reduce -9.7% | 617,823 | $8.8M |
| Guggenheim Capital LLC | 0.05% | Add +7.2% | 464,909 | $6.7M |
| Rivernorth Capital Management, LLC | 0.29% | Reduce -0.9% | 425,311 | $6.1M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +16.2% | 398,786 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 332,657 | $4.8M |
| Captrust Financial Advisors | 0.01% | Add +10.0% | 270,456 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +33.1% | 239,210 | $3.4M |
| LPL Financial LLC | 0.00% | Add +12.7% | 211,245 | $3.0M |
| UBS Group AG | 0.00% | Add +0.4% | 172,453 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 154,304 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -8.9% | 106,360 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -2.4% | 83,344 | $1.2M |
| Carnegie Investment Counsel | 0.02% | New | 81,139 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -12.8% | 76,890 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.1% | 74,695 | $1.1M |
| Invesco Ltd. | 0.00% | Add +129.3% | 72,483 | $1.0M |
| Breakwater Capital Group | 0.10% | Add +2.0% | 51,335 | $735K |
| Koshinski Asset Management, Inc. | 0.04% | Add +19.2% | 48,679 | $697K |
| Access Financial Services, Inc. | 0.23% | Reduce -7.5% | 43,635 | $624K |
| Midwest Financial Group LLC | 0.27% | Reduce -5.3% | 42,949 | $615K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 40,772 | $583K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 39,148 | $560K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.1% | 38,654 | $553K |
| Melfa Wealth Management, Inc. | 0.27% | Add +0.0% | 32,929 | $471K |
| Royal Bank of Canada | 0.00% | Add +19.8% | 32,926 | $470K |
| SFI Advisors, LLC | 0.29% | No change | 31,419 | $450K |
| Ackerman Capital Advisors, LLC | 0.08% | Reduce -1.3% | 27,727 | $397K |
| Hickory Point Bank & Trust | 0.28% | No change | 27,300 | $391K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.6% | 27,118 | $388K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.9% | 25,356 | $363K |
| Realta Investment Advisors | 0.11% | No change | 23,015 | $329K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.9% | 22,208 | $318K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 21,945 | $314K |
| Tyche Wealth Partners LLC | 0.05% | No change | 21,800 | $312K |
| Creekside Partners | 0.12% | No change | 20,000 | $286K |
| Sax Wealth Advisors, LLC | 0.01% | New | 19,419 | $278K |
| Stephens Inc. | 0.00% | No change | 17,180 | $246K |
| Redwood Family Wealth LLC | 0.21% | — | 15,000 | $215K |
| D.A. Davidson & Co. | 0.00% | No change | 14,000 | $200K |
| Aviance Capital Partners, LLC | 0.02% | Add +0.2% | 13,029 | $186K |
| Hilltop Holdings Inc. | 0.01% | Reduce -4.4% | 12,965 | $186K |
| Cetera Investment Advisers | 0.00% | New | 11,418 | $163K |
| Wealth Management Associates, Inc. | 0.05% | Add +0.2% | 10,893 | $156K |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 10,544 | $151K |
| HighTower Advisors, LLC | 0.00% | New | 10,205 | $146K |
| Disciplined Investments, LLC | 0.06% | Add +1.3% | 10,183 | $146K |
| Fairscale Capital, LLC | 0.09% | No change | 9,270 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +57.1% | 7,614 | $109K |
| Clean Yield Group | 0.03% | No change | 6,428 | $92K |
| Comerica Bank | 0.00% | No change | 5,510 | $79K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,482 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,331 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 3,682 | $53K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.5% | 3,600 | $52K |
| Camelot Portfolios, LLC | 0.03% | New | 3,535 | $51K |
| International Assets Investment Management, LLC | 0.00% | New | 2,081 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,500 | $21K |
| Farther Finance Advisors, LLC | 0.00% | No change | 967 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 732 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 316 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -5.4% | 87 | $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.