Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
81.1KNew |
$1.15M - $1.17M
|
81.1K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
55.6K+ 16.19% |
$787K - $800K
|
399K
$5.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.4KNew |
$275K - $279K
|
19.4K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1K+ 1.99% |
$14.2K - $14.4K
|
51.3K
$732K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
26+ 0.24% |
$368 - $374
|
10.9K
$155K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.04% |
$170 - $173
|
32.9K
$470K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 5.3% |
$34.1K - $34.6K
|
42.9K
$612K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.56K- 7.53% |
$50.3K - $51.2K
|
43.6K
$622K
|
|