Nuveen AMT-Free Municipal Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 1.09 M | $15.62 M | -10.30% | 6.08% |
| MORGAN STANLEY | 02/13/2026 | 737.25 K | $10.55 M | -0.53% | 4.11% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 617.82 K | $8.84 M | -9.65% | 3.44% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 464.91 K | $6.65 M | 7.16% | 2.59% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 425.31 K | $6.09 M | -0.92% | 2.37% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 398.79 K | $5.71 M | 16.19% | 2.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 332.66 K | $4.76 M | 1.23% | 1.85% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 270.46 K | $3.87 M | 10.04% | 1.51% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 239.21 K | $3.42 M | 33.11% | 1.33% |
| LPL FINANCIAL LLC | 02/11/2026 | 211.25 K | $3.02 M | 12.73% | 1.18% |
| UBS GROUP AG | 01/29/2026 | 172.45 K | $2.47 M | 0.38% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 154.30 K | $2.21 M | -0.59% | 0.86% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 106.36 K | $1.52 M | -8.86% | 0.59% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 83.34 K | $1.20 M | -2.41% | 0.46% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 01/23/2026 | 81.14 K | $1.16 M | 100.00% | 0.45% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 76.89 K | $1.10 M | -12.85% | 0.43% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 74.70 K | $1.07 M | 1.13% | 0.42% |
| INVESCO LTD. | 02/19/2026 | 72.48 K | $1.04 M | 129.35% | 0.40% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 51.34 K | $734.60 K | 1.99% | 0.29% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 48.68 K | $696.60 K | 19.18% | 0.27% |
| ACCESS FINANCIAL SERVICES, INC. | 01/21/2026 | 43.64 K | $624.42 K | -7.53% | 0.24% |
| MIDWEST FINANCIAL GROUP LLC | 01/20/2026 | 42.95 K | $614.60 K | -5.30% | 0.24% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 40.77 K | $583.45 K | 0.00% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 39.15 K | $560.00 K | 3.25% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 38.65 K | $553.15 K | -7.06% | 0.22% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 32.93 K | $471.21 K | 0.04% | 0.18% |
| ROYAL BANK OF CANADA | 02/17/2026 | 32.93 K | $470.00 K | 19.80% | 0.18% |
| SFI ADVISORS, LLC | 02/11/2026 | 31.42 K | $449.61 K | 0.00% | 0.18% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 27.73 K | $396.77 K | -1.32% | 0.15% |
| HICKORY POINT BANK & TRUST | 01/12/2026 | 27.30 K | $390.66 K | 0.00% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 27.12 K | $388.06 K | -46.59% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 25.36 K | $362.85 K | -13.92% | 0.14% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/20/2026 | 23.02 K | $329.35 K | 0.00% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 22.21 K | $318.00 K | 15.91% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 21.95 K | $314.04 K | -11.95% | 0.12% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 21.80 K | $311.97 K | 0.00% | 0.12% |
| CREEKSIDE PARTNERS | 02/13/2026 | 20.00 K | $286.20 K | 0.00% | 0.11% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 19.42 K | $277.89 K | 100.00% | 0.11% |
| STEPHENS INC /AR/ | 02/05/2026 | 17.18 K | $245.85 K | 0.00% | 0.10% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 14.00 K | $200.34 K | 0.00% | 0.08% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 13.03 K | $186.45 K | 0.23% | 0.07% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 12.97 K | $185.53 K | -4.40% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 11.42 K | $163.39 K | 100.00% | 0.06% |
| WEALTH MANAGEMENT ASSOCIATES, INC. | 01/20/2026 | 10.89 K | $155.88 K | 0.24% | 0.06% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 10.54 K | $150.89 K | 0.42% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 10.21 K | $146.03 K | 100.00% | 0.06% |
| DISCIPLINED INVESTMENTS, LLC | 02/05/2026 | 10.18 K | $145.71 K | 1.27% | 0.06% |
| FAIRSCALE CAPITAL, LLC | 02/17/2026 | 9.27 K | $132.65 K | 0.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 7.61 K | $108.96 K | 57.15% | 0.04% |
| CLEAN YIELD GROUP | 01/26/2026 | 6.43 K | $91.98 K | 0.00% | 0.04% |
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Nuveen AMT-Free Municipal Value Fund institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Nuveen AMT-Free Municipal Value Fund. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 1.09 M
MORGAN STANLEY: 737,245
Tortoise Investment Management, LLC: 617,823
GUGGENHEIM CAPITAL LLC: 464,909
RIVERNORTH CAPITAL MANAGEMENT, LLC: 425,311
Hennion & Walsh Asset Management, Inc.: 398,786
35.73% of Nuveen AMT-Free Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.03 M shares in the last 24 months. This purchase volume represents approximately $101.31 M in transactions.