Institutional & Family Asset Management, LLC Nuveen Amt Free Municipal Value Fund Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 14, 2019	SELL	$14.32 - $15.02 $44,921 - $47,117	-3,137 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$14.76 - $15.59 $501 - $530	34 Added 1.1%	3,137 $46,000
Q2 2018 Aug 13, 2018	BUY	$15.48 - $15.96 $541 - $558	35 Added 1.14%	3,103 $48,000
Q1 2018 May 14, 2018	BUY	$15.82 - $17.38 $48,535 - $53,321	3,068 New	3,068 $49,000

Others Institutions Holding NUW

# of Institutions

Shares Held

6.66M

Call Options Held

Put Options Held

Tortoise Investment Management, LLC

1.02M
Shares

$14 Million
1.61% of portfolio
1607 Capital Partners, LLC Richmond, VA

980K
Shares

$13.4 Million
1.28% of portfolio
Karpus Management, Inc. Pittsford, NY

872K
Shares

$12 Million
0.4% of portfolio
Morgan Stanley New York, NY

576K
Shares

$7.89 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

509K
Shares

$6.98 Million
0.4% of portfolio

View Full List

About Nuveen AMT-Free Municipal Value Fund

Ticker NUW
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Municipal Value Fund is a close-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in fixed income markets of the United States. The fund makes its investments in the securities of companies operating across diversified...

More about NUW

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