Nuveen AMT-Free Municipal Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.09 M | $15.57 M | -0.47% | 6.05% |
| MORGAN STANLEY | 05/15/2026 | 658.75 K | $9.44 M | -10.65% | 3.67% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 525.11 K | $7.52 M | -15.01% | 2.93% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 445.92 K | $6.39 M | -4.09% | 2.48% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 430.91 K | $6.17 M | 8.06% | 2.40% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 419.48 K | $6.01 M | -1.37% | 2.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 360.20 K | $5.16 M | 8.28% | 2.01% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 272.56 K | $3.90 M | 0.78% | 1.52% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 258.41 K | $3.59 M | 8.03% | 1.44% |
| LPL FINANCIAL LLC | 05/06/2026 | 216.36 K | $3.10 M | 2.42% | 1.21% |
| UBS GROUP AG | 05/05/2026 | 156.62 K | $2.24 M | -9.18% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 155.71 K | $2.23 M | 0.91% | 0.87% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 145.67 K | $2.09 M | 36.95% | 0.81% |
| INVESCO LTD. | 05/12/2026 | 98.87 K | $1.42 M | 36.41% | 0.55% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 82.37 K | $1.15 M | -1.17% | 0.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 77.89 K | $1.12 M | 1.30% | 0.43% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 74.70 K | $1.07 M | 0.00% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 60.71 K | $870.00 K | 55.09% | 0.34% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 57.37 K | $822.13 K | 11.76% | 0.32% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 48.69 K | $697.73 K | 0.02% | 0.27% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 47.04 K | $674.08 K | 100.00% | 0.26% |
| MIDWEST FINANCIAL GROUP LLC | 04/22/2026 | 42.20 K | $604.71 K | -1.75% | 0.24% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 40.77 K | $584.26 K | 0.00% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 40.25 K | $576.73 K | 4.12% | 0.22% |
| ACCESS FINANCIAL SERVICES, INC. | 04/15/2026 | 39.29 K | $562.95 K | -9.97% | 0.22% |
| FIERA CAPITAL CORP | 05/12/2026 | 35.32 K | $506.09 K | 100.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 33.96 K | $486.60 K | 25.22% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 32.94 K | $471.96 K | 0.02% | 0.18% |
| ROYAL BANK OF CANADA | 05/15/2026 | 32.87 K | $471.00 K | -0.17% | 0.18% |
| UNITING WEALTH PARTNERS, LLC | 04/22/2026 | 29.80 K | $428.47 K | 100.00% | 0.17% |
| HICKORY POINT BANK & TRUST | 04/03/2026 | 27.30 K | $391.21 K | 0.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 26.55 K | $380.50 K | 21.00% | 0.15% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 05/01/2026 | 23.13 K | $331.40 K | -71.50% | 0.13% |
| COASTAL INVESTMENT ADVISORS, INC. | 04/22/2026 | 23.02 K | $329.81 K | 0.00% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 21.80 K | $312.40 K | 0.00% | 0.12% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 21.51 K | $308.17 K | -22.44% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 20.57 K | $294.83 K | 101.61% | 0.11% |
| CREEKSIDE PARTNERS | 04/22/2026 | 20.00 K | $286.60 K | 0.00% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 19.73 K | $282.72 K | -22.19% | 0.11% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 19.42 K | $277.89 K | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 18.37 K | $263.00 K | -17.28% | 0.10% |
| STEPHENS INC /AR/ | 04/28/2026 | 18.18 K | $260.52 K | 5.82% | 0.10% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 15.50 K | $222.09 K | 100.00% | 0.09% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 14.00 K | $200.62 K | 0.00% | 0.08% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 13.53 K | $193.87 K | 28.31% | 0.08% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 13.32 K | $190.83 K | 2.21% | 0.07% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 13.28 K | $190.32 K | 2.45% | 0.07% |
| 05/14/2026 | 12.30 K | $176.26 K | -18.00% | 0.07% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 11.45 K | $164.14 K | 0.32% | 0.06% |
| DISCIPLINED INVESTMENTS, LLC | 05/12/2026 | 10.21 K | $146.29 K | 0.25% | 0.06% |
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Nuveen AMT-Free Municipal Value Fund institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 1.09 M
MORGAN STANLEY: 658,746
Tortoise Investment Management, LLC: 525,107
GUGGENHEIM CAPITAL LLC: 445,917
Hennion & Walsh Asset Management, Inc.: 430,914
RIVERNORTH CAPITAL MANAGEMENT, LLC: 419,476
35.77% of Nuveen AMT-Free Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.03 M shares in the last 24 months. This purchase volume represents approximately $100.97 M in transactions.