Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
175KNew |
$2.95M - $3.08M
|
175K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
41.1K+ 38.18% |
$690K - $721K
|
149K
$1.98M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32.6K+ 118.49% |
$548K - $572K
|
60.1K
$801K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.2K+ 70.34% |
$424K - $443K
|
61.1K
$814K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 9.36% |
$296K - $309K
|
206K
$2.74M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
16.1KNew |
$271K - $283K
|
16.1K
$215K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6K+ 18.73% |
$229K - $239K
|
86.4K
$1.15M
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$173K - $181K
|
10.3K
$137K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.47K+ 6.56% |
$58.2K - $60.8K
|
56.3K
$750K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.39K+ 5.93% |
$56.9K - $59.4K
|
60.5K
$806K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 6.53% |
$56.8K - $59.3K
|
55.2K
$735K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.31KNew |
$38.7K - $40.5K
|
2.31K
$30.7K
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.8KNew |
$30.2K - $31.6K
|
1.8K
$24K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 5.08% |
$28.7K - $30K
|
35.3K
$470K
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
1.54K+ 1.64% |
$25.8K - $27K
|
95.4K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27K+ 2.24% |
$21.4K - $22.3K
|
58.1K
$774K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$18.6K - $19.5K
|
1.11K
$14.8K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 9.44% |
$18.5K - $19.3K
|
12.8K
$170K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
992+ 6.71% |
$16.7K - $17.4K
|
15.8K
$210K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
122New |
$2.05K - $2.14K
|
122
$1.63K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
90+ 0.88% |
$1.51K - $1.58K
|
10.3K
$137K
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
42+ 0.69% |
$706 - $737
|
6.13K
$81.6K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.54% |
$50.4 - $52.7
|
557
$7.42K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49- 0.46% |
$823 - $860
|
10.6K
$142K
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-184- 0.33% |
$3.09K - $3.23K
|
55.2K
$736K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-442Closed |
$7.43K - $7.76K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-592- 0.05% |
$9.95K - $10.4K
|
1.08M
$14.4M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-600- 3.37% |
$10.1K - $10.5K
|
17.2K
$229K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-631- 1.52% |
$10.6K - $11.1K
|
40.8K
$543K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1K- 5.0% |
$16.8K - $17.6K
|
19K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.16KClosed |
$69.8K - $72.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.51K- 8.27% |
$75.8K - $79.2K
|
50K
$666K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5KClosed |
$84K - $87.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.91K- 31.89% |
$166K - $174K
|
21.2K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-11.8KClosed |
$198K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 7.49% |
$285K - $298K
|
210K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.4K- 33.24% |
$527K - $550K
|
63K
$839K
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-31.8KClosed |
$535K - $558K
|
0
$0
|