Purchases and Sales Made in Q2 2024 in Nuveen Amt Free Municipal Value Fund (NUW)
This table provides information about the institutional ownership of Nuveen Amt Free Municipal Value Fund (NUW) during Q2 2024. The information is specifically focused on institutions that hold shares of Nuveen AMT-Free Municipal Value Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 26.22% |
$1.89M - $1.97M
|
685K
$9.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 26.22% |
$1.89M - $1.97M
|
685K
$9.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50.2K+ 4.98% |
$666K - $697K
|
1.06M
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.3K+ 35.25% |
$481K - $504K
|
139K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 15.02% |
$436K - $456K
|
252K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.5KNew |
$285K - $299K
|
21.5K
$287K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20KNew |
$265K - $278K
|
20K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 21.49% |
$232K - $243K
|
99K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17K+ 14.75% |
$226K - $236K
|
132K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14.3K+ 15.21% |
$189K - $198K
|
108K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 13.28% |
$159K - $166K
|
102K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.4KNew |
$138K - $144K
|
10.4K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
9.27KNew |
$123K - $129K
|
9.27K
$123K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.74K+ 21.97% |
$103K - $107K
|
43K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.11KNew |
$81K - $84.8K
|
6.11K
$81.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.86K+ 23.21% |
$51.2K - $53.6K
|
20.5K
$273K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.33K+ 333.1% |
$44.2K - $46.2K
|
4.33K
$57.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.93K+ 6.3% |
$25.6K - $26.8K
|
32.6K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.25K+ 0.24% |
$16.5K - $17.3K
|
513K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
789+ 2.53% |
$10.5K - $11K
|
32K
$426K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 1.02% |
$5.24K - $5.48K
|
39.1K
$521K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
125+ 0.14% |
$1.66K - $1.74K
|
89.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
120+ 1.02% |
$1.59K - $1.67K
|
11.9K
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60+ 0.95% |
$796 - $833
|
6.37K
$84.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.09% |
$504 - $527
|
44.4K
$591K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.6% |
$252 - $264
|
3.19K
$42.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8+ 0.02% |
$106 - $111
|
35K
$466K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.02% |
$53 - $55.5
|
24.9K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-120- 0.83% |
$1.59K - $1.67K
|
14.4K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.38K- 0.72% |
$18.3K - $19.1K
|
190K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.83K- 51.37% |
$24.3K - $25.4K
|
1.74K
$23.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 6.53% |
$33.4K - $35K
|
36K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.97K- 8.87% |
$52.6K - $55.1K
|
40.7K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.94K- 3.48% |
$78.7K - $82.4K
|
165K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-9.06K- 38.52% |
$120K - $126K
|
14.5K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.3K- 2.32% |
$137K - $143K
|
434K
$5.78M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-28.2K- 2.77% |
$375K - $392K
|
990K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-28.9K- 2.87% |
$383K - $401K
|
977K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-119K- 30.78% |
$1.58M - $1.66M
|
269K
$3.58M
|