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Disclosery

NUW NUVEEN AMT-FREE MUN VALUE FD

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COM (fund), issuer CIK 1450445

58 managers (58 13F filers) reported a position in NUW shares at 2025-03-31, 6,363,408 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
58
13F filers
58
New
7
Added
18
Reduced
15
Sold out
10
Shares held by filers
6,363,408

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,303,138$17.9M1.44%+48,74513F-HRTimeline
Tortoise Investment Management, LLC936,607$12.9M1.34%-47,68113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY760,230$10.4M<0.01%+18,65113F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC452,238$6.21M0.33%-56,63913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC328,668$4.52M0.04%+51,36613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.289,435$3.98M0.18%+35,39113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC288,148$3.96M<0.01%-2,07713F-HRTimelineGroup
UBS Group AGin group UBS Group AG228,283$3.14M<0.01%-81,05713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS201,488$2.77M0.01%+18,58613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,568$2.69M<0.01%+47213F-HRTimelineGroup
LPL Financial LLC175,565$2.41M<0.01%+19,46913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC110,844$1.56M0.01%+57,07213F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP108,108$1.49M<0.01%-28,09913F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.85,204$1.17M0.81%-19,30013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,423$1.04M<0.01%-1,47113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,486$887K<0.01%+15,60313F-HR/ATimelineGroup
Sanctuary Advisors, LLC63,768$876K0.01%-36413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,461$721K<0.01%-1,15513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,566$612K<0.01%+8313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.42,760$588K0.24%013F-HRTimeline
Koshinski Asset Management, Inc.40,811$561K0.05%-6313F-HRTimeline
Dynamic Advisor Solutions LLC40,772$560K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…37,649$517K<0.01%+1,53513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,757$505K<0.01%+4,07313F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.32,898$452K0.31%-2,09413F-HRTimeline
SFI Advisors, LLC32,241$443K0.33%new13F-HRTimeline
Uniting Wealth Partners, LLC29,799$409K0.21%new13F-HRTimeline
Ackerman Capital Advisors, LLC27,710$381K0.1%-3,35813F-HRTimeline
Hickory Point Bank & Trust27,300$375K0.33%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,120$359K<0.01%-7,62113F-HRTimeline
HighTower Advisors, LLC22,161$304K<0.01%-3,27613F-HRTimeline
Tyche Wealth Partners LLC21,800$300K0.06%013F-HRTimeline
Creekside Partners20,000$275K0.14%013F-HRTimeline
Breakwater Capital Group18,129$249K0.04%+2,95413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,380$198K<0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,642$174K0.01%+1,15013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,217$168K<0.01%+3,36713F-HRTimelineGroup
Realta Investment Advisors11,408$157K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,993$151K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,890$150K<0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.10,827$149K0.06%new13F-HRTimeline
Williams & Novak Wealth Management, LLC10,500$145K0.14%013F-HRTimeline
Fairscale Capital, LLC9,270$128K0.12%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,193$98.8K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC6,564$90.2K<0.01%+4513F-HRTimeline
Clean Yield Group6,428$88.3K0.03%013F-HRTimeline
COMERICA BANK5,518$75.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,331$59.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,739$51.4K<0.01%+3,39513F-HRTimeline
Steward Partners Investment Advisory, L…3,456$47.5K<0.01%+9313F-HRTimeline
Farther Finance Advisors, LLC967$13.4K<0.01%new13F-HRTimeline
Transce3nd, LLC234$3.21K<0.01%013F-HRTimeline
WPG Advisers, LLC223$3.06K<0.01%-12913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.218$2.92K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC159$2.19K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC115$1.58K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1$14<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.