Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
181K+ 41.04% |
$2.45M - $2.54M
|
623K
$8.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
159K+ 62.62% |
$2.16M - $2.23M
|
413K
$5.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
80.5K+ 71.71% |
$1.09M - $1.13M
|
193K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
45.6K+ 15.1% |
$618K - $640K
|
348K
$4.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.7K+ 12.21% |
$498K - $516K
|
338K
$4.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.6KNew |
$373K - $387K
|
27.6K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 56.41% |
$237K - $246K
|
48.5K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 31.76% |
$144K - $149K
|
44.2K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
5.2K+ 0.36% |
$70.5K - $73K
|
1.46M
$20.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.43K+ 4.84% |
$46.5K - $48.2K
|
74.5K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.5K+ 2.7% |
$33.9K - $35.1K
|
95K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.23K+ 5.17% |
$30.2K - $31.2K
|
45.3K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
787New |
$10.7K - $11K
|
787
$10.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
715+ 1.81% |
$9.69K - $10K
|
40.3K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$8.13K - $8.42K
|
600
$8.29K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
73+ 0.79% |
$989 - $1.02K
|
9.27K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 0.86% |
$718 - $744
|
6.23K
$86.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22+ 0.06% |
$298 - $309
|
34.9K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.03% |
$108 - $112
|
25.3K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41- 0.4% |
$556 - $575
|
10.1K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-100- 8.42% |
$1.36K - $1.4K
|
1.09K
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-537- 86.06% |
$7.28K - $7.53K
|
87
$1.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.25K- 2.49% |
$17K - $17.6K
|
49K
$677K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 8.93% |
$29.6K - $30.7K
|
22.3K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.99K- 30.35% |
$40.5K - $41.9K
|
6.86K
$94.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.74K- 13.87% |
$50.7K - $52.5K
|
23.2K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.92K- 15.85% |
$53.1K - $55K
|
20.8K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.89K- 22.95% |
$107K - $111K
|
26.5K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-9.99K- 0.9% |
$135K - $140K
|
1.11M
$15.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 6.08% |
$145K - $151K
|
166K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.5K- 8.66% |
$183K - $189K
|
142K
$1.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-20K- 43.16% |
$271K - $281K
|
26.4K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.2K- 71.75% |
$436K - $452K
|
12.7K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.6K- 11.7% |
$1.16M - $1.2M
|
646K
$8.93M
|