Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
64.4K+ 64386.0% |
$875K - $905K
|
64.5K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
57.1K+ 106.14% |
$776K - $802K
|
111K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.4K+ 18.52% |
$698K - $722K
|
329K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
48.7K+ 3.89% |
$662K - $685K
|
1.3M
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.4K+ 13.93% |
$481K - $497K
|
289K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
32.2KNew |
$438K - $453K
|
32.2K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
29.8KNew |
$405K - $419K
|
29.8K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 12.47% |
$265K - $274K
|
176K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 2.52% |
$253K - $262K
|
760K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.6K+ 10.16% |
$253K - $261K
|
201K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$148K - $153K
|
10.9K
$149K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10.8KNew |
$147K - $152K
|
10.8K
$148K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 604.15% |
$142K - $147K
|
12.2K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 12.46% |
$55.4K - $57.2K
|
36.8K
$504K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.95K+ 19.47% |
$40.1K - $41.5K
|
18.1K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.7K+ 493.31% |
$23.1K - $23.8K
|
2.04K
$28K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 4.25% |
$20.9K - $21.6K
|
37.6K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.15K+ 10.01% |
$15.6K - $16.2K
|
12.6K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
967New |
$13.1K - $13.6K
|
967
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
472+ 0.24% |
$6.41K - $6.63K
|
196K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
218New |
$2.96K - $3.06K
|
218
$2.99K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
115New |
$1.56K - $1.62K
|
115
$1.58K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93+ 2.77% |
$1.26K - $1.31K
|
3.46K
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83+ 0.19% |
$1.13K - $1.17K
|
44.6K
$611K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 0.69% |
$612 - $632
|
6.56K
$89.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-63- 0.15% |
$856 - $885
|
40.8K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-129- 36.65% |
$1.75K - $1.81K
|
223
$3.06K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-343- 16.81% |
$4.66K - $4.82K
|
1.7K
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.47K- 1.91% |
$20K - $20.7K
|
75.4K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.08K- 0.72% |
$28.2K - $29.2K
|
288K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.09K- 5.98% |
$28.5K - $29.4K
|
32.9K
$451K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 12.88% |
$44.5K - $46K
|
22.2K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.36K- 10.81% |
$45.6K - $47.2K
|
27.7K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.62K- 22.59% |
$104K - $107K
|
26.1K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-19.3K- 18.47% |
$262K - $271K
|
85.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-28.1K- 20.63% |
$382K - $395K
|
108K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47.7K- 4.84% |
$648K - $670K
|
937K
$12.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-48.8K- 99.8% |
$663K - $685K
|
100
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-56.6K- 11.13% |
$770K - $796K
|
452K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-81.1K- 26.2% |
$1.1M - $1.14M
|
228K
$3.13M
|