Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
137K+ 46.12% |
$1.85M - $1.93M
|
434K
$6.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.9K+ 109.39% |
$1.27M - $1.32M
|
180K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
45.4KNew |
$614K - $640K
|
45.4K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
38K+ 5.41% |
$515K - $537K
|
741K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.6KNew |
$428K - $446K
|
31.6K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28.9KNew |
$391K - $407K
|
28.9K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.2K+ 7.96% |
$328K - $342K
|
329K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 91.2% |
$328K - $342K
|
50.8K
$724K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.3K+ 10.48% |
$316K - $329K
|
246K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 14.05% |
$312K - $326K
|
187K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14KNew |
$189K - $198K
|
14K
$200K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
13KNew |
$176K - $183K
|
13K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 101.04% |
$169K - $177K
|
24.9K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 13.97% |
$146K - $153K
|
88.2K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.1KNew |
$136K - $142K
|
10.1K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
7.9K+ 7.26% |
$107K - $111K
|
117K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.98K+ 21.55% |
$67.4K - $70.3K
|
28.1K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.48KNew |
$60.6K - $63.2K
|
4.48K
$63.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2K+ 4.43% |
$27.1K - $28.2K
|
47.2K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 39.22% |
$18.5K - $19.3K
|
4.85K
$69.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
601+ 0.35% |
$8.13K - $8.48K
|
172K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
449New |
$6.07K - $6.34K
|
449
$6.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
433+ 1.16% |
$5.86K - $6.11K
|
37.9K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
338+ 2.56% |
$4.57K - $4.77K
|
13.6K
$193K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
300+ 1.78% |
$4.06K - $4.23K
|
17.2K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.18% |
$271 - $282
|
10.9K
$155K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.04% |
$244 - $254
|
40.8K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
9+ 0.03% |
$122 - $127
|
32.9K
$469K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 4.55% |
$54.1 - $56.4
|
92
$1.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4- 57.14% |
$54.1 - $56.4
|
3
$42.8
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.23K- 2.38% |
$16.6K - $17.3K
|
50.3K
$718K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 12.5% |
$20.3K - $21.2K
|
10.5K
$150K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.11K- 31.75% |
$28.5K - $29.7K
|
4.53K
$64.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.07K- 8.91% |
$55.1K - $57.4K
|
41.6K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.72K- 3.55% |
$77.3K - $80.6K
|
155K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.01K- 70.99% |
$122K - $127K
|
3.68K
$52.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.53K- 25.75% |
$129K - $135K
|
27.5K
$392K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10.9K- 11.88% |
$148K - $154K
|
81.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.6K- 7.18% |
$359K - $375K
|
343K
$4.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-38.7K- 31.16% |
$523K - $545K
|
85.4K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-61.3K- 4.8% |
$830K - $865K
|
1.22M
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-132K- 16.22% |
$1.79M - $1.87M
|
684K
$9.75M
|
|