Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
111K+ 15.53% |
$1.38M - $1.51M
|
823K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
104K+ 25.2% |
$1.3M - $1.42M
|
515K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.4K+ 11.82% |
$719K - $786K
|
544K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
49.5K+ 3.34% |
$619K - $677K
|
1.53M
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
47.1KNew |
$589K - $645K
|
47.1K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47KNew |
$588K - $643K
|
47K
$626K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
36.5KNew |
$457K - $499K
|
36.5K
$486K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
31.6KNew |
$395K - $432K
|
31.6K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.1KNew |
$377K - $412K
|
30.1K
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21.8KNew |
$273K - $298K
|
21.8K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 108.07% |
$250K - $274K
|
38.5K
$513K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.4K+ 26.66% |
$242K - $265K
|
92K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.7K+ 67.74% |
$234K - $256K
|
46.2K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18.6KNew |
$233K - $255K
|
18.6K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
18.5K+ 16.31% |
$231K - $253K
|
132K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
14.5KNew |
$181K - $198K
|
14.5K
$193K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.9K+ 3.66% |
$174K - $191K
|
394K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 17.93% |
$161K - $176K
|
84.5K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 5.94% |
$156K - $170K
|
222K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12KNew |
$150K - $164K
|
12K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11KNew |
$138K - $150K
|
11K
$146K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.9KNew |
$136K - $149K
|
10.9K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.43KNew |
$118K - $129K
|
9.43K
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.38K+ 43.01% |
$117K - $128K
|
31.2K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.92K+ 5.59% |
$112K - $122K
|
169K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.43K+ 7.96% |
$67.9K - $74.2K
|
73.6K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.88K+ 3.43% |
$61.1K - $66.8K
|
147K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51KNew |
$56.4K - $61.6K
|
4.51K
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.55KNew |
$44.4K - $48.6K
|
3.55K
$47.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 16.17% |
$21.4K - $23.4K
|
12.3K
$164K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.65K+ 11.26% |
$20.6K - $22.6K
|
16.3K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
263+ 2.13% |
$3.29K - $3.6K
|
12.6K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80+ 1.29% |
$1K - $1.09K
|
6.28K
$83.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51+ 0.12% |
$638 - $698
|
44.3K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
47+ 0.13% |
$588 - $643
|
35K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13+ 0.11% |
$163 - $178
|
11.6K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 1.34% |
$50 - $54.7
|
303
$4.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-388- 1.54% |
$4.85K - $5.31K
|
24.9K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24K- 17.96% |
$15.5K - $17K
|
5.66K
$75.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.48K- 8.01% |
$18.5K - $20.2K
|
17K
$226K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.74K- 0.21% |
$21.8K - $23.8K
|
821K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.8K- 8.65% |
$22.5K - $24.6K
|
19K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 7.69% |
$25K - $27.3K
|
24K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.89K- 0.64% |
$86.2K - $94.2K
|
1.08M
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.9K- 2.78% |
$162K - $177K
|
452K
$6.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-141K- 20.62% |
$1.77M - $1.93M
|
544K
$7.24M
|