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Disclosery

NUW NUVEEN AMT-FREE MUN VALUE FD

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COM (fund), issuer CIK 1450445

64 managers (64 13F filers) reported a position in NUW shares at 2025-12-31, 6,428,656 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
64
13F filers
64
New
9
Added
20
Reduced
18
Sold out
6
Shares held by filers
6,428,656

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,091,459$15.6M1.06%-125,27013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY737,245$10.5M<0.01%-3,89413F-HR/ATimelineGroup
Tortoise Investment Management, LLC617,823$8.84M0.78%-65,99613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC464,909$6.65M0.05%+31,04913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC425,311$6.09M0.29%-3,93613F-HRTimeline
Hennion & Walsh Asset Management, Inc.398,786$5.71M0.2%+55,57913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC332,657$4.76M<0.01%+4,03813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS270,456$3.87M0.01%+24,66613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP239,210$3.42M<0.01%+59,49513F-HRTimelineGroup
LPL Financial LLC211,245$3.02M<0.01%+23,85913F-HRTimeline
UBS Group AGin group UBS Group AG172,453$2.47M<0.01%+65613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/154,304$2.21M<0.01%-92313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP106,360$1.52M<0.01%-10,34213F-HRTimelineGroup
Smartleaf Asset Management LLC83,344$1.2M0.05%-2,05513F-HRTimeline
Carnegie Investment Counsel81,139$1.16M0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,890$1.1M<0.01%-11,33613F-HRTimelineGroup
Sanctuary Advisors, LLC74,695$1.07M0.01%+83713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.72,483$1.04M<0.01%+40,88013F-HRTimelineGroup
Breakwater Capital Group51,335$735K0.1%+1,00313F-HRTimeline
Koshinski Asset Management, Inc.48,679$697K0.04%+7,83313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.43,635$624K0.23%-3,55513F-HRTimeline
Midwest Financial Group LLC42,949$615K0.27%-2,40513F-HRTimeline
Dynamic Advisor Solutions LLC40,772$583K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…39,148$560K<0.01%+1,23213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,654$553K<0.01%-2,93513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.32,929$471K0.27%+1213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,926$470K<0.01%+5,44213F-HRTimelineGroup
SFI Advisors, LLC31,419$450K0.29%013F-HRTimeline
Ackerman Capital Advisors, LLC27,727$397K0.08%-37213F-HRTimeline
Hickory Point Bank & Trust27,300$391K0.28%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,118$388K<0.01%-23,65213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,356$363K<0.01%-4,09913F-HRTimelineGroup
Realta Investment Advisors23,015$329K0.11%013F-HRTimeline
Janney Montgomery Scott LLC22,208$318K<0.01%+3,04913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,945$314K<0.01%-2,97813F-HRTimelineGroup
Tyche Wealth Partners LLC21,800$312K0.05%013F-HRTimeline
Creekside Partners20,000$286K0.12%013F-HRTimeline
SAX WEALTH ADVISORS, LLC19,419$278K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,180$246K<0.01%013F-HRTimelineGroup
Redwood Family Wealth LLC15,000$215K0.21%13F-HRTimeline
D.A. DAVIDSON & CO.14,000$200K<0.01%013F-HRTimeline
Aviance Capital Partners, LLC13,029$186K0.02%+3013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,965$186K0.01%-59613F-HRTimelineGroup
Cetera Investment Advisers11,418$163K<0.01%new13F-HRTimeline
Wealth Management Associates, Inc.10,893$156K0.05%+2613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,544$151K<0.01%+4413F-HRTimelineGroup
HighTower Advisors, LLC10,205$146K<0.01%new13F-HRTimeline
Disciplined Investments, LLC10,183$146K0.06%+12813F-HRTimeline
Fairscale Capital, LLC9,270$133K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…7,614$109K<0.01%+2,76913F-HRTimeline
Clean Yield Group6,428$92K0.03%013F-HRTimeline
COMERICA BANK5,510$78.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,482$64.1K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,331$62K<0.01%013F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,682$52.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC3,600$51.5K<0.01%-92813F-HRTimeline
Camelot Portfolios, LLC3,535$50.6K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,081$29.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$21.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC967$13.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC732$10.5K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.316$4.52K<0.01%new13F-HRTimeline
WPG Advisers, LLC87$1.25K<0.01%-513F-HRTimeline
Salomon & Ludwin, LLC1$14<0.01%013F-HRTimeline