Nuveen AMT-Free Municipal Value Fund - NUW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | History | Reduced | 1,086,368 | 15,567 | 1.12% | 1.06% | 1 | -5,091 | -0.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 658,746 | 9,439 | 0.0% | 0.0% | 2 | -78,499 | -10.65% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 525,107 | 7,524 | 0.62% | 0.78% | 3 | -92,716 | -15.01% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 445,917 | 6,389 | 0.05% | 0.05% | 4 | -18,992 | -4.09% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 430,914 | 6,174 | 0.21% | 0.2% | 5 | +32,128 | 8.06% | Q1 2026 | May 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 419,476 | 6,011 | 0.3% | 0.29% | 6 | -5,835 | -1.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 360,201 | 5,161 | 0.0% | 0.0% | 7 | +27,544 | 8.28% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 272,562 | 3,900 | 0.01% | 0.01% | 8 | +2,106 | 0.78% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 258,412 | 3,589 | 0.0% | 0.0% | 9 | +19,202 | 8.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 216,364 | 3,100 | 0.0% | 0.0% | 10 | +5,119 | 2.42% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 156,623 | 2,244 | 0.0% | 0.0% | 11 | -15,830 | -9.18% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 155,713 | 2,231 | 0.0% | 0.0% | 12 | +1,409 | 0.91% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 145,665 | 2,087 | 0.0% | 0.0% | 13 | +39,305 | 36.95% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 98,874 | 1,416 | 0.0% | 0.0% | 14 | +26,391 | 36.41% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 82,366 | 1,145 | 0.04% | 0.05% | 15 | -978 | -1.17% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,890 | 1,116 | 0.0% | 0.0% | 16 | +1,000 | 1.3% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 74,695 | 1,070 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,714 | 870 | 0.0% | 0.0% | 18 | +21,566 | 55.09% | Q1 2026 | Apr 30, 2026 |
| Breakwater Capital Group | History | Added to | 57,371 | 822 | 0.11% | 0.1% | 19 | +6,036 | 11.76% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 48,690 | 697 | 0.04% | 0.04% | 20 | +11 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 47,040 | 674 | 0.01% | — | 21 | +47,040 | New | Q1 2026 | Apr 28, 2026 |
| Midwest Financial Group LLC | History | Reduced | 42,199 | 604 | 0.26% | 0.27% | 22 | -750 | -1.75% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 40,772 | 584 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,247 | 576 | 0.0% | 0.0% | 24 | +1,593 | 4.12% | Q1 2026 | Apr 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 39,285 | 562 | 0.2% | 0.23% | 25 | -4,350 | -9.97% | Q1 2026 | Apr 15, 2026 |
| Fiera Capital Corp | History | New | 35,317 | 506 | 0.0% | — | 26 | +35,317 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,957 | 486 | 0.0% | 0.0% | 27 | +6,839 | 25.22% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 32,870 | 471 | 0.0% | 0.0% | 28 | -56 | -0.17% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 32,935 | 471 | 0.27% | 0.27% | 29 | +6 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Uniting Wealth Partners, LLC | History | New | 29,799 | 428 | 0.09% | — | 30 | +29,799 | New | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | No change | 27,300 | 391 | 0.26% | 0.28% | 31 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,553 | 380 | 0.0% | 0.0% | 32 | +4,608 | 21.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 23,126 | 331 | 0.01% | 0.02% | 33 | -58,013 | -71.5% | Q1 2026 | May 01, 2026 |
| Realta Investment Advisors | History | No change | 23,015 | 329 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | No change | 21,800 | 312 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 21,505 | 308 | 0.06% | 0.08% | 36 | -6,222 | -22.44% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,574 | 294 | 0.0% | 0.0% | 37 | +10,369 | 101.61% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | No change | 20,000 | 286 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,729 | 282 | 0.0% | 0.0% | 39 | -5,627 | -22.19% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 19,419 | 277 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,371 | 263 | 0.0% | 0.0% | 41 | -3,837 | -17.28% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,180 | 260 | 0.0% | 0.0% | 42 | +1,000 | 5.82% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | New | 15,498 | 222 | 0.0% | — | 43 | +15,498 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,000 | 200 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,529 | 193 | 0.0% | 0.0% | 45 | +2,985 | 28.31% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,282 | 190 | 0.02% | 0.01% | 46 | +317 | 2.45% | Q1 2026 | May 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,317 | 190 | 0.02% | 0.02% | 47 | +288 | 2.21% | Q1 2026 | May 06, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 12,300 | 176 | 0.17% | 0.21% | 48 | -2,700 | -18.0% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 11,454 | 164 | 0.0% | 0.0% | 49 | +36 | 0.32% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 10,208 | 146 | 0.05% | 0.06% | 50 | +25 | 0.25% | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 9,270 | 133 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,648 | 109 | 0.0% | 0.0% | 52 | +34 | 0.45% | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 6,428 | 92 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,500 | 78 | 0.0% | — | 55 | +5,500 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5,510 | 78 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,167 | 74 | 0.0% | 0.0% | 56 | +4,200 | 434.33% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,482 | 64 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 3,682 | 52 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,081 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,408 | 20 | 0.0% | — | 60 | +1,408 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 732 | 10 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 581 | 8 | 0.0% | 0.0% | 62 | -3,750 | -86.59% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 74 | 1 | 0.0% | 0.0% | 63 | -242 | -76.58% | Q1 2026 | May 11, 2026 |
| FNY Investment Advisers, LLC | History | New | 100 | 1 | 0.0% | — | 64 | +100 | New | Q1 2026 | Apr 15, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -31,419 | -100.0% | Q1 2026 | May 05, 2026 |
| Wealth Management Associates, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,893 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,535 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -67 | -77.01% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |