Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$1.63M - $1.73M
|
124K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
80.3K+ 27.75% |
$1.06M - $1.12M
|
370K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
51.5KNew |
$678K - $718K
|
51.5K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33.4K+ 184.39% |
$441K - $466K
|
51.6K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.3K+ 33.09% |
$281K - $298K
|
85.8K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21K+ 10.41% |
$277K - $293K
|
222K
$3.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2KNew |
$253K - $267K
|
19.2K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.2K+ 5.63% |
$214K - $226K
|
304K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12KNew |
$158K - $167K
|
12K
$171K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.6K+ 101.74% |
$153K - $162K
|
23K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$132K - $140K
|
10K
$143K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.89K+ 8.09% |
$90.8K - $96.1K
|
92.1K
$1.31M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.8K+ 7.53% |
$63.3K - $66.9K
|
68.6K
$978K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
4.73KNew |
$62.3K - $65.9K
|
4.73K
$67.4K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 40.08% |
$46.7K - $49.5K
|
12.4K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.5K+ 17.39% |
$33K - $34.9K
|
16.9K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.43K+ 5.68% |
$32K - $33.9K
|
45.2K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.99K+ 2.63% |
$26.2K - $27.7K
|
77.4K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 15.46% |
$22.4K - $23.7K
|
12.7K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.45% |
$14.4K - $15.2K
|
45.7K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
695+ 0.64% |
$9.16K - $9.7K
|
109K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
610New |
$8.04K - $8.51K
|
610
$8.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
581+ 4.6% |
$7.66K - $8.1K
|
13.2K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
446+ 4.1% |
$5.88K - $6.22K
|
11.3K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
433+ 1.66% |
$5.71K - $6.04K
|
26.6K
$379K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
260+ 0.71% |
$3.43K - $3.63K
|
37K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
260+ 0.71% |
$3.43K - $3.63K
|
37K
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.32K - $1.4K
|
100
$1.43K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70+ 1.07% |
$923 - $977
|
6.63K
$94.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 0.69% |
$316 - $335
|
3.48K
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.18% |
$264 - $279
|
10.8K
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 0.04% |
$224 - $237
|
40.8K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.03% |
$132 - $140
|
32.9K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$92.3 - $97.6
|
7
$99.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8- 0.14% |
$105 - $112
|
5.51K
$78.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-135- 60.54% |
$1.78K - $1.88K
|
88
$1.25K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166- 0.44% |
$2.19K - $2.32K
|
37.5K
$535K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-635- 37.4% |
$8.37K - $8.86K
|
1.06K
$15.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-822- 2.55% |
$10.8K - $11.5K
|
31.4K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.37K- 27.56% |
$44.4K - $47K
|
8.85K
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.59K- 16.57% |
$60.5K - $64.1K
|
23.1K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 6.42% |
$148K - $157K
|
164K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-23K- 5.08% |
$303K - $321K
|
429K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.1K- 1.92% |
$331K - $350K
|
1.28M
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.7K- 9.66% |
$418K - $443K
|
297K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.6K- 17.71% |
$456K - $483K
|
161K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-57.1K- 25.01% |
$752K - $796K
|
171K
$2.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.1K- 7.52% |
$753K - $797K
|
703K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-120K- 12.85% |
$1.59M - $1.68M
|
816K
$11.6M
|
|