Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
290KNew |
$3.87M - $4.16M
|
290K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.8KNew |
$543K - $585K
|
40.8K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
27.3KNew |
$364K - $391K
|
27.3K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
23.8K+ 124.93% |
$316K - $341K
|
42.8K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$198K - $213K
|
14.9K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.5KNew |
$140K - $151K
|
10.5K
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.28K+ 25.4% |
$110K - $119K
|
40.9K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.46K+ 18.01% |
$99.4K - $107K
|
48.9K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.24K+ 4.8% |
$83.1K - $89.5K
|
136K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.99K+ 8.44% |
$66.5K - $71.6K
|
64.1K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.36K+ 5.41% |
$44.7K - $48.2K
|
65.4K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
987+ 37.4% |
$13.1K - $14.2K
|
3.63K
$50.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
732+ 0.29% |
$9.75K - $10.5K
|
254K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
344New |
$4.58K - $4.93K
|
344
$4.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 0.87% |
$386 - $416
|
3.36K
$46.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.03% |
$147 - $158
|
35K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-356- 2.29% |
$4.74K - $5.11K
|
15.2K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-3.7K- 3.42% |
$49.3K - $53.1K
|
105K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.74K- 15.6% |
$76.5K - $82.4K
|
31.1K
$429K
|