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Stocks / Nuveen Amt-Free Mun Value Fd
Institutional Ownership

Nuveen Amt-Free Mun Value Fd

CUSIP 670695105COMNUWQ1 2026

13D / 13G Filings
16
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
8.5%
Max % of class reported
Institutional Holders
65
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

16 filings · latest Feb 13, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Feb 13, 20251607 Capital Partners, LLC13G/A7.0%1.25MSEC
2Jan 15, 2025Tortoise Investment Management, LLC13G/A5.0%984.3KSEC
3Jan 14, 2025Tortoise Investment Management, LLC13G/A5.0%984.3KSEC
4Nov 14, 20241607 Capital Partners, LLC13G/A5.5%980.0KSEC
5Nov 7, 2024Tortoise Investment Management, LLC13G5.3%1.02MSEC
6Oct 7, 2024Karpus Management, Inc.13G/A4.9%872.3KSEC
7Feb 13, 2024Karpus Management, Inc.13G/A6.0%1.08MSEC
8Feb 8, 20241607 Capital Partners, LLC13G/A8.5%1.53MSEC
9Feb 14, 20231607 Capital Partners, LLC13G/A8.1%1.45MSEC
10Feb 14, 2023Karpus Management, Inc.13G6.3%1.13MSEC

6 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Nuveen Amt-Free Mun Value Fd.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
11607 Capital Partners, LLC1.09M$15.57M
2Morgan Stanley658.7K$9.44M
3Tortoise Investment Management, LLC525.1K$7.52M
4Guggenheim Capital LLC445.9K$6.39M
5Hennion & Walsh Asset Management, Inc.430.9K$6.17M
6Rivernorth Capital Management, LLC419.5K$6.01M
7Raymond James Financial Inc360.2K$5.16M
8Captrust Financial Advisors272.6K$3.90M
9Jones Financial Companies Lllp258.4K$3.59M
10Lpl Financial LLC216.4K$3.10M