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Disclosery

NUW NUVEEN AMT-FREE MUN VALUE FD

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COM (fund), issuer CIK 1450445

60 managers (60 13F filers) reported a position in NUW shares at 2025-06-30, 6,250,692 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
8
Added
24
Reduced
15
Sold out
7
Shares held by filers
6,250,692

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,278,060$17.5M1.42%-25,07813F-HRTimeline
Tortoise Investment Management, LLC816,221$11.2M1.07%-120,38613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY703,092$9.62M<0.01%-57,13813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC429,247$5.87M0.32%-22,99113F-HRTimeline
Hennion & Walsh Asset Management, Inc.369,763$5.06M0.2%+80,32813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC304,383$4.16M<0.01%+16,23513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC296,921$4.06M0.03%-31,74713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS222,471$3.04M0.01%+20,98313F-HRTimeline
UBS Group AGin group UBS Group AG171,196$2.34M<0.01%-57,08713F-HRTimelineGroup
LPL Financial LLC164,301$2.25M<0.01%-11,26413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160,942$2.2M<0.01%-34,62613F-HRTimelineGroup
Smartleaf Asset Management LLC124,051$1.69M0.15%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP108,803$1.49M<0.01%+69513F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.92,094$1.26M0.84%+6,89013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,826$1.17M<0.01%+21,34013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,409$1.06M<0.01%+1,98613F-HRTimelineGroup
Sanctuary Advisors, LLC68,567$938K0.01%+4,79913F-HRTimeline
Breakwater Capital Group51,557$705K0.11%+33,42813F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.51,476$704K0.25%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,659$625K<0.01%+1,09313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.45,190$618K0.23%+2,43013F-HRTimeline
Koshinski Asset Management, Inc.40,828$559K0.04%+1713F-HRTimeline
Dynamic Advisor Solutions LLC40,772$558K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…37,483$513K<0.01%-16613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,017$506K<0.01%+26013F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.32,908$450K0.28%+1013F-HRTimeline
SFI Advisors, LLC31,419$430K0.3%-82213F-HRTimeline
Uniting Wealth Partners, LLC29,799$408K0.16%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,468$403K<0.01%-22,99313F-HRTimelineGroup
Hickory Point Bank & Trust27,300$373K0.3%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,553$363K<0.01%+43313F-HRTimeline
Ackerman Capital Advisors, LLC23,118$316K0.07%-4,59213F-HRTimeline
Realta Investment Advisors23,015$315K0.12%+11,60713F-HRTimeline
Tyche Wealth Partners LLC21,800$298K0.06%013F-HRTimeline
Creekside Partners20,000$274K0.13%013F-HRTimeline
Janney Montgomery Scott LLC19,159$262K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,880$231K<0.01%+2,50013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,223$181K0.01%+58113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC12,693$174K<0.01%+1,70013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,397$170K<0.01%+18013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,000$164K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,336$155K<0.01%+44613F-HRTimelineGroup
Wealth Management Associates, Inc.10,847$148K0.06%+2013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$137K<0.01%new13F-HR/ATimelineGroup
Fairscale Capital, LLC9,270$127K0.09%013F-HRTimeline
NewEdge Advisors, LLC6,634$90.8K<0.01%+7013F-HRTimeline
Clean Yield Group6,428$87.9K0.03%013F-HRTimeline
COMERICA BANK5,510$75.4K<0.01%-813F-HRTimeline
Traub Capital Management LLC4,725$64.6K0.06%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,331$59.2K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,480$47.6K<0.01%+2413F-HRTimeline
Geneos Wealth Management Inc.1,063$14.5K<0.01%-2,67613F-HRTimeline
Farther Finance Advisors, LLC967$13.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…610$8.35K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC234$3.2K<0.01%013F-HRTimeline
WPG Advisers, LLC88$1.2K<0.01%-13513F-HRTimeline
FNY Investment Advisers, LLC100$1K<0.01%new13F-HRTimeline
Addison Advisors LLC7$96<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.