Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
89.8K+ 14.43% |
$1.16M - $1.26M
|
712K
$9.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.2KNew |
$885K - $959K
|
68.2K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
63.8K+ 18.34% |
$827K - $897K
|
411K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.4K+ 12.44% |
$667K - $723K
|
465K
$6.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
42.6K+ 12.62% |
$553K - $599K
|
380K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
28K+ 1.92% |
$363K - $394K
|
1.48M
$19.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4K+ 60.4% |
$355K - $385K
|
72.6K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 47.63% |
$300K - $325K
|
71.6K
$954K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.2KNew |
$289K - $313K
|
22.2K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
18.3K+ 19.29% |
$238K - $258K
|
113K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 8.87% |
$222K - $241K
|
210K
$2.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
10.5KNew |
$136K - $148K
|
10.5K
$140K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.12KNew |
$79.3K - $86K
|
6.12K
$81.5K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.97KNew |
$25.5K - $27.7K
|
1.97K
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 14.17% |
$18.6K - $20.2K
|
11.6K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
645New |
$8.37K - $9.07K
|
645
$8.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
212+ 243.68% |
$2.75K - $2.98K
|
299
$3.98K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
58+ 0.17% |
$752 - $815
|
34.9K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44+ 0.64% |
$571 - $619
|
6.9K
$91.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36+ 0.08% |
$467 - $506
|
44.2K
$589K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.05% |
$169 - $183
|
27.6K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$13 - $14.1
|
1
$13.3
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 0.56% |
$454 - $492
|
6.2K
$82.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-349- 2.75% |
$4.53K - $4.91K
|
12.3K
$164K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-513- 2.3% |
$6.65K - $7.21K
|
21.8K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.72K- 20.32% |
$61.2K - $66.4K
|
18.5K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.01K- 3.63% |
$77.9K - $84.5K
|
160K
$2.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-10.1K- 13.58% |
$131K - $142K
|
64.3K
$857K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-11.7K- 44.42% |
$152K - $165K
|
14.7K
$195K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 59.97% |
$206K - $223K
|
10.6K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-23.7K- 2.14% |
$307K - $333K
|
1.08M
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.5K- 62.32% |
$396K - $429K
|
18.4K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-160K- 24.73% |
$2.07M - $2.25M
|
486K
$6.47M
|