NUW
Nuveen AMT-Free Municipal Value Fund
1W: +2.7%
1M: -3.3%
3M: -6.9%
YTD: -6.5%
1Y: -5.3%
3Y: +11.4%
5Y: -7.0%
$13.34
+0.08 (+0.60%)
Weekly Expected Move ±2.0%
$13
$13
$13
$14
$14
Institutional Ownership — NUW
75
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
93M
Total Invested
9
New Positions
25
Increased
22
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 804,410 | $11M | -281,958 | -26.0% | 26Q | SEC ↗ |
| 2 | MORGAN STANLEY | 600,561 | $8M | -58,185 | -8.8% | 60Q | SEC ↗ |
| 3 | Tortoise Investment Management, LLC | 511,065 | $7M | -14,042 | -2.7% | 22Q | SEC ↗ |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 504,767 | $7M | +85,291 | +20.3% | 22Q | SEC ↗ |
| 5 | GUGGENHEIM CAPITAL LLC | 426,375 | $6M | -19,542 | -4.4% | 37Q | SEC ↗ |
| 6 | Hennion & Walsh Asset Management, Inc. | 424,949 | $6M | -5,965 | -1.4% | 16Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 386,303 | $5M | +26,102 | +7.2% | 7Q | SEC ↗ |
| 8 | CAPTRUST FINANCIAL ADVISORS | 279,500 | $4M | +6,938 | +2.5% | 11Q | SEC ↗ |
| 9 | JONES FINANCIAL COMPANIES LLLP | 262,185 | $3M | +3,773 | +1.5% | 9Q | SEC ↗ |
| 10 | LPL Financial LLC | 233,388 | $3M | +17,024 | +7.9% | 33Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 167,709 | $2M | +11,996 | +7.7% | 15Q | SEC ↗ |
| 12 | UBS Group AG | 155,889 | $2M | -734 | -0.5% | 47Q | SEC ↗ |
| 13 | VAN ECK ASSOCIATES CORP | 150,849 | $2M | +5,184 | +3.6% | 15Q | SEC ↗ |
| 14 | Invesco Ltd. | 130,505 | $2M | +31,631 | +32.0% | 4Q | SEC ↗ |
| 15 | Wakefield Asset Management LLLP NEW | 115,309 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Smartleaf Asset Management LLC | 82,366 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 17 | Sanctuary Advisors, LLC | 79,588 | $1M | +4,893 | +6.6% | 9Q | SEC ↗ |
| 18 | Fiera Capital Corp | 67,851 | $905K | +32,534 | +92.1% | 2Q | SEC ↗ |
| 19 | Breakwater Capital Group | 63,205 | $843K | +5,834 | +10.2% | 11Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 62,746 | $837K | +43,017 | +218.0% | 13Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 59,799 | $798K | -18,091 | -23.2% | 66Q | SEC ↗ |
| 22 | Stratos Wealth Partners, LTD. | 56,150 | $749K | +9,110 | +19.4% | 2Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 51,719 | $690K | +18,849 | +57.3% | 67Q | SEC ↗ |
| 24 | Koshinski Asset Management, Inc. | 44,708 | $596K | -3,982 | -8.2% | 13Q | SEC ↗ |
| 25 | Ackerman Capital Advisors, LLC | 42,353 | $565K | +20,848 | +96.9% | 11Q | SEC ↗ |
| 26 | Midwest Financial Group LLC | 42,199 | $563K | — | +0.0% | 4Q | SEC ↗ |
| 27 | Dynamic Advisor Solutions LLC | 40,572 | $541K | -200 | -0.5% | 7Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 40,373 | $539K | +126 | +0.3% | 24Q | SEC ↗ |
| 29 | MELFA WEALTH MANAGEMENT, INC. | 37,694 | $503K | +4,759 | +14.4% | 15Q | SEC ↗ |
| 30 | Goelzer Investment Management, Inc. NEW | 35,805 | $478K | — | +0.0% | 1Q | SEC ↗ |
| 31 | ACCESS FINANCIAL SERVICES, INC. | 33,635 | $449K | -5,650 | -14.4% | 20Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 31,809 | $424K | +5,256 | +19.8% | 26Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 29,802 | $398K | -4,155 | -12.2% | 35Q | SEC ↗ |
| 34 | Uniting Wealth Partners, LLC | 29,799 | $398K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Summit Trail Advisors, LLC | 29,367 | $392K | +13,869 | +89.5% | 2Q | SEC ↗ |
| 36 | 49 WEALTH MANAGEMENT, LLC NEW | 27,761 | $370K | — | +0.0% | 1Q | SEC ↗ |
| 37 | ALONGSIDE, LLC NEW | 27,761 | $370K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Hickory Point Bank & Trust | 27,300 | $364K | — | +0.0% | 7Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 25,273 | $337K | -35,441 | -58.4% | 35Q | SEC ↗ |
| 40 | Realta Investment Advisors | 23,015 | $307K | — | +0.0% | 22Q | SEC ↗ |
| 41 | Tyche Wealth Partners LLC | 21,800 | $291K | — | +0.0% | 11Q | SEC ↗ |
| 42 | STEPHENS INC /AR | 20,580 | $275K | +2,400 | +13.2% | 11Q | SEC ↗ |
| 43 | COHEN & STEERS, INC. NEW | 20,000 | $267K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Creekside Partners | 20,000 | $267K | — | +0.0% | 9Q | SEC ↗ |
| 45 | SAX WEALTH ADVISORS, LLC | 19,419 | $259K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Janney Montgomery Scott LLC | 18,797 | $251K | +426 | +2.3% | 5Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 18,332 | $245K | -2,242 | -10.9% | 3Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 16,927 | $226K | +3,398 | +25.1% | 5Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 14,280 | $190K | +2,826 | +24.7% | 3Q | SEC ↗ |
| 50 | D.A. DAVIDSON & CO. | 14,000 | $187K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Wakefield Asset Management LLLP | 115,309 | $2M |
| Goelzer Investment Management, Inc. | 35,805 | $478K |
| ALONGSIDE, LLC | 27,761 | $370K |
| 49 WEALTH MANAGEMENT, LLC | 27,761 | $370K |
| COHEN & STEERS, INC. | 20,000 | $267K |
| READYSTATE ASSET MANAGEMENT LP | 12,545 | $167K |
| MERCER GLOBAL ADVISORS INC /ADV | 524 | $7K |
| Clear Street Group Inc. | 42 | $1K |
| Global Retirement Partners, LLC | 39 | $1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SFI Advisors, LLC | 31,419 | $419K |
| Carnegie Investment Counsel | 23,126 | $309K |
| Wealth Management Associates, Inc. | 10,893 | $145K |
| Disciplined Investments, LLC | 10,208 | $136K |
| Camelot Portfolios, LLC | 3,535 | $47K |
| EverSource Wealth Advisors, LLC | 1,500 | $20K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 581 | $8K |
| BlackRock, Inc. | 13 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +85,291 | +20.3% | 504,767 |
| Bank of New York Mellon Corp | +43,017 | +218.0% | 62,746 |
| Fiera Capital Corp | +32,534 | +92.1% | 67,851 |
| Invesco Ltd. | +31,631 | +32.0% | 130,505 |
| RAYMOND JAMES FINANCIAL INC | +26,102 | +7.2% | 386,303 |
| Ackerman Capital Advisors, LLC | +20,848 | +96.9% | 42,353 |
| ROYAL BANK OF CANADA | +18,849 | +57.3% | 51,719 |
| LPL Financial LLC | +17,024 | +7.9% | 233,388 |
| Summit Trail Advisors, LLC | +13,869 | +89.5% | 29,367 |
| BANK OF AMERICA CORP /DE | +11,996 | +7.7% | 167,709 |
| Stratos Wealth Partners, LTD. | +9,110 | +19.4% | 56,150 |
| CAPTRUST FINANCIAL ADVISORS | +6,938 | +2.5% | 279,500 |
| Breakwater Capital Group | +5,834 | +10.2% | 63,205 |
| OSAIC HOLDINGS, INC. | +5,256 | +19.8% | 31,809 |
| VAN ECK ASSOCIATES CORP | +5,184 | +3.6% | 150,849 |
| Sanctuary Advisors, LLC | +4,893 | +6.6% | 79,588 |
| MELFA WEALTH MANAGEMENT, INC. | +4,759 | +14.4% | 37,694 |
| Steward Partners Investment Advisor | +4,609 | +60.3% | 12,257 |
| JONES FINANCIAL COMPANIES LLLP | +3,773 | +1.5% | 262,185 |
| AMERIPRISE FINANCIAL INC | +3,398 | +25.1% | 16,927 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | -281,958 | -26.0% | 804,410 |
| MORGAN STANLEY | -58,185 | -8.8% | 600,561 |
| Cambridge Investment Research Advis | -35,441 | -58.4% | 25,273 |
| GUGGENHEIM CAPITAL LLC | -19,542 | -4.4% | 426,375 |
| WELLS FARGO & COMPANY/MN | -18,091 | -23.2% | 59,799 |
| Tortoise Investment Management, LLC | -14,042 | -2.7% | 511,065 |
| Hennion & Walsh Asset Management, I | -5,965 | -1.4% | 424,949 |
| ACCESS FINANCIAL SERVICES, INC. | -5,650 | -14.4% | 33,635 |
| Farther Finance Advisors, LLC | -4,200 | -81.3% | 967 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,155 | -12.2% | 29,802 |
| Koshinski Asset Management, Inc. | -3,982 | -8.2% | 44,708 |
| HighTower Advisors, LLC | -2,242 | -10.9% | 18,332 |
| Aviance Capital Partners, LLC | -2,020 | -15.2% | 11,297 |
| UBS Group AG | -734 | -0.5% | 155,889 |
| Dynamic Advisor Solutions LLC | -200 | -0.5% | 40,572 |
| Pinnacle Wealth Planning Services, | -53 | -71.6% | 21 |
| WPG Advisers, LLC | -15 | -75.0% | 5 |
| FIFTH THIRD BANCORP | -1 | -0.0% | 5,499 |