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Nuveen Amt-Free Muni VAL (NUW)

CUSIP: 670695105 | US | Financial Services · Asset Management | Micro Cap | 213 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tortoise Investment Management, LLC511,445
0.5% of portfolio›$6.8M
Hennion & Walsh Asset Management, Inc.390,845
0.2% of portfolio›$5.2M
LPL Financial LLC258,048
0.0% of portfolio›$3.4M
Wakefield Asset Management Lllp139,956
0.4% of portfolio›$1.9M
Breakwater Capital Group58,187
0.1% of portfolio›$771.0K
Bank of New York Mellon Corp51,931
0.0% of portfolio›$688.1K
Koshinski Asset Management, Inc.44,726
0.0% of portfolio›$592.6K
Midwest Financial Group LLC42,199
0.2% of portfolio›$559.1K
Kestra Advisory Services, LLC40,502
0.0% of portfolio›$536.7K
Dynamic Advisor Solutions LLC40,442
0.0% of portfolio›$535.9K
Melfa Wealth Management, Inc.37,704
0.3% of portfolio›$499.6K
Ackerman Capital Advisors, LLC36,703
0.1% of portfolio›$486.3K
Commonwealth Equity Services, LLC29,808
0.0% of portfolio›$395.0K
Uniting Wealth Partners, LLC29,799
0.1% of portfolio›$396.3K
Hickory Point Bank & Trust27,300
0.2% of portfolio›$361.7K
Cambridge Investment Research Advisors, Inc.25,052
0.0% of portfolio›$332
Realta Investment Advisors23,015
0.1% of portfolio›$304.9K
SAX Wealth Advisors, LLC19,419
0.0% of portfolio›$257.3K
Redwood Family Wealth LLC12,300
0.1% of portfolio›$163.0K
D.A. Davidson & Co.12,000
0.0% of portfolio›$159.0K
Fairscale Capital, LLC9,270
0.1% of portfolio›$127.8K
Clean Yield Group6,428
0.0% of portfolio›$85.2K
Fifth Third Bancorp5,497
0.0% of portfolio›$72.8K
Farther Finance Advisors, LLC967
0.0% of portfolio›$12.8K
FNY Investment Advisers, LLC100
0.0% of portfolio›$1
Dhjj Financial Advisors, Ltd.70
0.0% of portfolio›$928
Salomon & Ludwin, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Tortoise Investment Management, LLC
511,445$6.8M0.5%ETFLowWhite Plains, NY2026-11-06
Hennion & Walsh Asset Management, Inc.
390,845$5.2M0.2%ValueMediumParsippany, NJ2026-10-13
LPL Financial LLC
258,048$3.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Wakefield Asset Management Lllp
139,956$1.9M0.4%ValueMediumEnglewood, CO2026-11-05
Breakwater Capital Group
58,187$771.0K0.1%ETFLowParamus, NJ2026-10-09
Bank of New York Mellon Corp
51,931$688.1K0.0%CoreLowNew York, NY2026-11-05
Koshinski Asset Management, Inc.
44,726$592.6K0.0%ETFLowDecatur, IL2026-10-29
Midwest Financial Group LLC
42,199$559.1K0.2%ETFLowOverland Park, KS2026-10-15
Kestra Advisory Services, LLC
40,502$536.7K0.0%CoreLowAustin, TX2026-11-02
Dynamic Advisor Solutions LLC
40,442$535.9K0.0%ETFLowPhoenix, AZ2026-10-13
Melfa Wealth Management, Inc.
37,704$499.6K0.3%YieldLowWestborough, MA2026-11-06
Ackerman Capital Advisors, LLC
36,703$486.3K0.1%ETFLowDallas, TX2026-10-30
Commonwealth Equity Services, LLC
29,808$395.0K0.0%ETFLowWaltham, MA2026-11-02
Uniting Wealth Partners, LLC
29,799$396.3K0.1%CoreMediumDenver, CO2026-11-06
Hickory Point Bank & Trust
27,300$361.7K0.2%CoreVery LowDecatur, IL2026-10-01
Cambridge Investment Research Advisors, Inc.
25,052$3320.0%ETFLowFairfield, IA2026-11-02
Realta Investment Advisors
23,015$304.9K0.1%GrowthMediumWilmington, DE2026-10-14
SAX Wealth Advisors, LLC
19,419$257.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Redwood Family Wealth LLC
12,300$163.0K0.1%GrowthLowPlano, TX2026-10-20
D.A. Davidson & Co.
12,000$159.0K0.0%CoreLowGreat Falls, MT2026-10-28
Fairscale Capital, LLC
9,270$127.8K0.1%GrowthVery LowNashua, NH2026-11-04
Clean Yield Group
6,428$85.2K0.0%CoreLowNorwich, VT2026-10-28
Fifth Third Bancorp
5,497$72.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
967$12.8K0.0%IndexLowSan Francisco, CA2026-10-08
FNY Investment Advisers, LLC
100$10.0%GrowthVery HighNew York, NY2026-10-16
Dhjj Financial Advisors, Ltd.
70$9280.0%ETFVery LowNaperville, IL2026-10-23
Salomon & Ludwin, LLC
1$130.0%ETFVery LowRichmond, VA2026-10-29