Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
99.6K+ 64.49% |
$1.35M - $1.44M
|
254K
$3.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
95.9K+ 46.74% |
$1.3M - $1.38M
|
301K
$4.16M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 79.52% |
$939K - $998K
|
156K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60.3K+ 15.83% |
$820K - $871K
|
441K
$6.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 108.28% |
$793K - $843K
|
112K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
39.6KNew |
$538K - $572K
|
39.6K
$547K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.8KNew |
$174K - $185K
|
12.8K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$138K - $147K
|
10.2K
$140K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 22.74% |
$86.6K - $92K
|
34.4K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.17K+ 3.16% |
$29.5K - $31.4K
|
71K
$982K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.08K+ 26.84% |
$28.3K - $30.1K
|
9.85K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
708+ 0.23% |
$9.62K - $10.2K
|
302K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
467+ 0.27% |
$6.35K - $6.74K
|
176K
$2.44M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
370+ 45.23% |
$5.03K - $5.34K
|
1.19K
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
350+ 0.79% |
$4.76K - $5.05K
|
44.9K
$620K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
218+ 0.02% |
$2.96K - $3.15K
|
1.45M
$20.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.36K - $1.44K
|
100
$1.38K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60+ 0.66% |
$815 - $866
|
9.2K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 0.07% |
$299 - $318
|
33.6K
$464K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.06% |
$231 - $245
|
27K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.48% |
$40.8 - $43.3
|
624
$8.62K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-897- 2.51% |
$12.2K - $13K
|
34.8K
$481K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 2.3% |
$13.8K - $14.6K
|
43.1K
$595K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.71K- 6.34% |
$23.2K - $24.7K
|
25.3K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.3K- 4.38% |
$31.3K - $33.2K
|
50.2K
$694K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.4K- 7.18% |
$32.6K - $34.6K
|
31K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.69K- 2.82% |
$36.5K - $38.8K
|
92.5K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-5.35K- 21.94% |
$72.7K - $77.3K
|
19K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.2K- 20.05% |
$84.3K - $89.5K
|
24.7K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.53K- 0.76% |
$116K - $123K
|
1.12M
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 44.51% |
$267K - $284K
|
24.5K
$339K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-36.5K- 44.08% |
$497K - $528K
|
46.4K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 15.78% |
$1.86M - $1.98M
|
731K
$10.1M
|