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Disclosery

NUW NUVEEN AMT-FREE MUN VALUE FD

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COM (fund), issuer CIK 1450445

61 managers (61 13F filers) reported a position in NUW shares at 2024-12-31, 6,890,402 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
61
13F filers
61
New
10
Added
20
Reduced
12
Sold out
4
Shares held by filers
6,890,402

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
1607 Capital Partners, LLC1,254,393$17M1.37%+274,42213F-HRTimeline
Tortoise Investment Management, LLC984,288$13.4M1.41%-38,74713F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY741,579$10.1M<0.01%+165,74913F-HR/ATimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC508,877$6.91M0.33%013F-HRTimeline
Karpus Management, Inc.447,885$6.08M0.18%-424,36513F-HRTimeline
UBS Group AGin group UBS Group AG309,340$4.2M<0.01%+5,64313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC290,225$3.94M<0.01%13F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC277,302$3.77M0.03%-121,99013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.254,044$3.45M0.16%+73213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,096$2.65M<0.01%-2,65713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS182,902$2.48M0.01%+20,97313F-HRTimeline
LPL Financial LLC156,096$2.12M<0.01%+59,38513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP136,207$1.85M<0.01%+6,23813F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.104,504$1.42M0.99%-3,70113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,894$1.04M<0.01%-68,42713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC65,449$889K0.02%+3,35913F-HRTimelineGroup
Sanctuary Advisors, LLC64,132$881K0.01%+4,99213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC53,772$730K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp53,616$728K<0.01%-12713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,883$664K<0.01%+7,46113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,483$604K<0.01%+7613F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.42,760$581K0.26%+23,75013F-HRTimeline
Koshinski Asset Management, Inc.40,874$555K0.05%+8,27813F-HRTimeline
Dynamic Advisor Solutions LLC40,772$554K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…36,114$490K<0.01%-3,02913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.34,992$475K0.32%+1113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,741$458K<0.01%+5013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.33,256$452K0.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,684$445K<0.01%-2,38713F-HRTimelineGroup
Logan Stone Capital, LLC31,107$422K0.14%new13F-HRTimeline
Ackerman Capital Advisors, LLC31,068$422K0.11%-5,74413F-HRTimeline
Lee Financial Co28,871$392K0.06%013F-HRTimeline
Hickory Point Bank & Trust27,300$371K0.33%13F-HRTimeline
HighTower Advisors, LLC25,437$345K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC21,800$296K0.06%013F-HRTimeline
Creekside Partners20,000$272K0.14%013F-HRTimeline
Breakwater Capital Group15,175$206K0.04%-35613F-HRTimeline
Janney Montgomery Scott LLC14,867$202K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,380$195K<0.01%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP13,592$185K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,492$156K0.01%-1,61613F-HRTimelineGroup
Realta Investment Advisors11,408$156K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,993$149K<0.01%013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC10,500$143K0.14%new13F-HRTimeline
Fairscale Capital, LLC9,270$126K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,850$120K<0.01%+7,11513F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,193$97.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC6,519$88.5K<0.01%+8813F-HRTimeline
Clean Yield Group6,428$87.3K0.03%013F-HRTimeline
COMERICA BANK5,518$74.9K<0.01%+2113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,331$58.8K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC3,626$49.2K<0.01%+98713F-HRTimeline
Steward Partners Investment Advisory, L…3,363$45.7K<0.01%+2913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC552$8K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC512$6.95K<0.01%013F-HRTimeline
WPG Advisers, LLC352$4.78K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.344$4.67K<0.01%new13F-HRTimeline
Transce3nd, LLC234$3.18K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC159$2.16K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC1$14<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.