Nuveen AMT-Free Municipal Value Fund is a publicly traded company on NYSE. As of Q3 2025, 54 institutional investors hold shares in this company, with total holdings valued at $86.5M. 1607 Capital Partners, LLC is the largest holder with a position valued at $17.3M.
Overview of institutional ownership in NUW as of Q3 2025
Institutions with the largest positions in NUW as of Q3 2025
| Institution | Position Value |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | $17.3M 1.30% of portfolio |
MORGAN STANLEY RIA/Wealth | $10.5M 0.00% of portfolio |
Tortoise Investment Management, LLC RIA/Wealth | $9.7M 0.86% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $6.2M 0.05% of portfolio |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $6.1M 0.37% of portfolio |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | $4.9M 0.18% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.7M 0.00% of portfolio |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $3.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $2.7M 0.00% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $2.5M 0.00% of portfolio |
Institutional buying and selling activity for NUW in Q3 2025
| Institution | Net Bought |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | +$1.9M +136.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.3M +93.9K shares |
Midwest Financial Group LLC RIA/Wealth | +$643.1K +45.4K shares |
MORGAN STANLEY RIA/Wealth | +$539.5K +38.0K shares |
Invesco Ltd. ETF Provider | +$448.1K +31.6K shares |
Lee Financial CORP RIA/Wealth | +$410.8K +28.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$343.7K +24.2K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$330.7K +23.3K shares |
L LPL Financial LLC Institution | +$327.3K +23.1K shares |
D DAVIDSON D A & CO Institution | +$198.5K +14.0K shares |
| Institution | Net Sold |
|---|---|
Tortoise Investment Management, LLC RIA/Wealth | −$1.9M −132.4K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$869.7K −61.3K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | −$704.2K −51.5K shares |
Smartleaf Asset Management LLC Long Only Manager | −$541.1K −38.7K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$376.6K −26.6K shares |
A AHL INVESTMENT MANAGEMENT, INC. RIA/Wealth | −$155.2K −10.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$155.1K −11.3K shares |
N NOMURA HOLDINGS INC Institution | −$136.8K −10.0K shares |
Ancora Advisors, LLC RIA/Wealth | −$127.8K −9.0K shares |
BANK OF AMERICA CORP /DE/ Institution | −$81.0K −5.7K shares |
Institutions that initiated new positions or completely exited NUW in Q3 2025
| Institution | Position Value |
|---|---|
Aviance Capital Partners, LLC RIA/Wealth | $184.3K 13.0K shares |
Sontag Advisory, LLC RIA/Wealth | $6.4K 449.0 shares |
| Institution | Previous Position |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $704.2K 51.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $155.1K 11.3K shares |
N NOMURA HOLDINGS INC Institution | $136.8K 10.0K shares |
Geneos Wealth Management Inc. RIA/Wealth | $14.5K 1.1K shares |
Transce3nd, LLC RIA/Wealth | $3.2K 234.0 shares |
Institutions with the largest Call and Put options positions in NUW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NUW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | 1.30% $17.3M |
Tortoise Investment Management, LLC RIA/Wealth | 0.86% $9.7M |
A AHL INVESTMENT MANAGEMENT, INC. RIA/Wealth | 0.79% $1.2M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.37% $6.1M |
Midwest Financial Group LLC RIA/Wealth | 0.31% $643.1K |
SFI Advisors, LLC RIA/Wealth | 0.29% $445.5K |
H Hickory Point Bank & Trust Institution | 0.29% $387.1K |
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.27% $466.8K |
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | 0.24% $669.2K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.18% $4.9M |
Discover hedge funds investing in NUW

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $48.7M | 2.95% | |
Unknown Unknown | $48.3M | 2.92% | |
Unknown Unknown | $42.3M | 2.56% |
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