Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
186K+ 22.67% |
$2.51M - $2.61M
|
1.01M
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
77.6K+ 476.14% |
$1.05M - $1.09M
|
93.9K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.9K+ 119.0% |
$755K - $783K
|
103K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.6K+ 29.59% |
$589K - $611K
|
191K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
21.6KNew |
$291K - $302K
|
21.6K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 147.59% |
$251K - $260K
|
31.2K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 20.86% |
$207K - $215K
|
89K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.6K+ 116.37% |
$171K - $177K
|
23.5K
$313K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.36K+ 23.6% |
$99.4K - $103K
|
38.6K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.1K+ 16.91% |
$68.8K - $71.3K
|
35.2K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.2K+ 1.3% |
$29.6K - $30.7K
|
171K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
697+ 230.03% |
$9.41K - $9.76K
|
1K
$13.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210+ 0.55% |
$2.84K - $2.94K
|
38.7K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
164+ 1.42% |
$2.21K - $2.3K
|
11.7K
$156K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.35K - $1.4K
|
100
$1.33K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38+ 0.61% |
$513 - $532
|
6.31K
$84.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 0.06% |
$351 - $364
|
44.3K
$590K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.01% |
$67.5 - $70
|
35K
$466K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.01% |
$40.5 - $42
|
24.9K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-620- 10.14% |
$8.37K - $8.68K
|
5.5K
$73.2K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-789- 2.47% |
$10.7K - $11K
|
31.2K
$415K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 0.2% |
$14.5K - $15.1K
|
542K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 0.2% |
$14.5K - $15.1K
|
542K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.34K- 29.72% |
$18.1K - $18.7K
|
3.17K
$42.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 1.91% |
$23.7K - $24.6K
|
90.3K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.1K- 36.99% |
$28.3K - $29.3K
|
3.57K
$47.5K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.41K- 5.12% |
$32.6K - $33.8K
|
44.7K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3K- 3.55% |
$40.5K - $42K
|
81.5K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-3.06K- 0.59% |
$41.3K - $42.9K
|
512K
$6.82M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 1.6% |
$47.9K - $49.7K
|
219K
$2.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.17K- 1.56% |
$83.3K - $86.3K
|
388K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.68K- 1.7% |
$104K - $107K
|
444K
$5.92M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.6K- 33.72% |
$211K - $218K
|
30.7K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-16.4K- 12.44% |
$221K - $230K
|
115K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 54.4% |
$268K - $278K
|
16.6K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-70.5K- 6.55% |
$951K - $987K
|
1.01M
$13.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 20.78% |
$1.92M - $1.99M
|
542K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-515K- 33.6% |
$6.96M - $7.21M
|
1.02M
$13.6M
|