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 | 09/02/2026 | 804.41 K | $11.57 M | -25.95% | 4.48% |
| MORGAN STANLEY | 08/13/2026 | 600.56 K | $8.64 M | -8.83% | 3.35% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 511.07 K | $7.35 M | -2.67% | 2.85% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 504.77 K | $7.26 M | 20.33% | 2.81% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 426.38 K | $6.13 M | -4.38% | 2.38% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 424.95 K | $6.11 M | -1.38% | 2.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 386.30 K | $5.56 M | 7.25% | 2.15% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 279.50 K | $4.02 M | 2.55% | 1.56% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 262.19 K | $3.75 M | 1.46% | 1.46% |
| LPL FINANCIAL LLC | 08/07/2026 | 233.39 K | $3.36 M | 7.87% | 1.30% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 167.71 K | $2.41 M | 7.70% | 0.93% |
| UBS GROUP AG | 08/13/2026 | 155.89 K | $2.24 M | -0.47% | 0.87% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 150.85 K | $2.17 M | 3.56% | 0.84% |
| INVESCO LTD. | 08/14/2026 | 130.51 K | $1.88 M | 31.99% | 0.73% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 08/11/2026 | 115.31 K | $1.66 M | 100.00% | 0.64% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 82.37 K | $1.19 M | 0.00% | 0.46% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 79.59 K | $1.14 M | 6.55% | 0.44% |
| FIERA CAPITAL CORP | 08/07/2026 | 67.85 K | $975.70 K | 92.12% | 0.38% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 63.21 K | $908.89 K | 10.17% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 62.75 K | $902.28 K | 218.04% | 0.35% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 59.80 K | $859.91 K | -23.23% | 0.33% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 56.15 K | $807.44 K | 19.37% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2026 | 51.72 K | $744.00 K | 57.34% | 0.29% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 44.71 K | $642.90 K | -8.18% | 0.25% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 42.35 K | $609.04 K | 96.94% | 0.24% |
| MIDWEST FINANCIAL GROUP LLC | 07/21/2026 | 42.20 K | $606.82 K | 0.00% | 0.24% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 40.57 K | $583.43 K | -0.49% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 40.37 K | $582.53 K | 0.31% | 0.22% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 37.69 K | $542.04 K | 14.45% | 0.21% |
| GOELZER INVESTMENT MANAGEMENT, INC. | 07/15/2026 | 35.81 K | $514.88 K | 100.00% | 0.20% |
| ACCESS FINANCIAL SERVICES, INC. | 07/16/2026 | 33.64 K | $483.67 K | -14.38% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 31.81 K | $457.42 K | 19.79% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 29.80 K | $428.56 K | -12.24% | 0.17% |
| UNITING WEALTH PARTNERS, LLC | 08/06/2026 | 29.80 K | $429.96 K | 0.00% | 0.17% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 29.37 K | $422.30 K | 89.49% | 0.16% |
| 49 WEALTH MANAGEMENT, LLC | 08/18/2026 | 27.76 K | $399.20 K | 100.00% | 0.15% |
| ALONGSIDE, LLC | 08/14/2026 | 27.76 K | $399.20 K | 100.00% | 0.15% |
| HICKORY POINT BANK & TRUST | 07/17/2026 | 27.30 K | $392.57 K | 0.00% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 25.27 K | $363.00 K | -58.37% | 0.14% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/20/2026 | 23.02 K | $330.96 K | 0.00% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 21.80 K | $313.49 K | 0.00% | 0.12% |
| STEPHENS INC /AR/ | 07/29/2026 | 20.58 K | $295.94 K | 13.20% | 0.11% |
| COHEN & STEERS, INC. | 08/14/2026 | 20.00 K | $288.00 K | 100.00% | 0.11% |
| CREEKSIDE PARTNERS | 07/31/2026 | 20.00 K | $287.60 K | 0.00% | 0.11% |
| SAX WEALTH ADVISORS, LLC | 07/09/2026 | 19.42 K | $278.27 K | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 18.80 K | $270.00 K | 2.32% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 18.33 K | $263.61 K | -10.90% | 0.10% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 16.93 K | $243.42 K | 25.12% | 0.09% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 14.28 K | $205.35 K | 24.67% | 0.08% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 14.00 K | $201.32 K | 0.00% | 0.08% |
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Nuveen AMT-Free Municipal Value Fund institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 804,410
MORGAN STANLEY: 600,561
Tortoise Investment Management, LLC: 511,065
RIVERNORTH CAPITAL MANAGEMENT, LLC: 504,767
GUGGENHEIM CAPITAL LLC: 426,375
Hennion & Walsh Asset Management, Inc.: 424,949
36.38% of Nuveen AMT-Free Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.15 M shares in the last 24 months. This purchase volume represents approximately $102.73 M in transactions.