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Nuveen Amt-Free Muni VAL (NUW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tortoise Investment Management, LLC
INCREASED
Shares511,445 from 511,065
Change+380 (+0%)
Value$6.8M (-$572.5K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares390,845 from 424,949
Change-34,104 (-8%)
Value$5.2M (-$932.1K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares258,048 from 233,388
Change+24,660 (+11%)
Value$3.4M (+$63.0K)
Filed 2026-11-06
Wakefield Asset Management Lllp
INCREASED
Shares139,956 from 115,309
Change+24,647 (+21%)
Value$1.9M (+$196.2K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares58,187 from 63,205
Change-5,018 (-8%)
Value$771.0K (-$137.9K)
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares51,931 from 62,746
Change-10,815 (-17%)
Value$688.1K (-$214.2K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares44,726 from 44,708
Change+18 (+0%)
Value$592.6K (-$50.3K)
Filed 2026-10-29
Midwest Financial Group LLC
UNCHANGED
Shares42,199 from 42,199
Change0 (0%)
Value$559.1K (-$47.7K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares40,502 from 40,373
Change+129 (+0%)
Value$536.7K (-$45.9K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares40,442 from 40,572
Change-130 (0%)
Value$535.9K (-$47.6K)
Filed 2026-10-13
Melfa Wealth Management, Inc.
INCREASED
Shares37,704 from 37,694
Change+10 (+0%)
Value$499.6K (-$42.5K)
Filed 2026-11-06
Ackerman Capital Advisors, LLC
DECREASED
Shares36,703 from 42,353
Change-5,650 (-13%)
Value$486.3K (-$122.7K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares29,808 from 29,802
Change+6 (+0%)
Value$395.0K (-$33.6K)
Filed 2026-11-02
Uniting Wealth Partners, LLC
UNCHANGED
Shares29,799 from 29,799
Change0 (0%)
Value$396.3K (-$33.7K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares27,300 from 27,300
Change0 (0%)
Value$361.7K (-$30.8K)
Filed 2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,052 from 25,273
Change-221 (-1%)
Value$332 (-$362.7K)
Filed 2026-11-02
Realta Investment Advisors
UNCHANGED
Shares23,015 from 23,015
Change0 (0%)
Value$304.9K (-$26.0K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED
Shares19,419 from 19,419
Change0 (0%)
Value$257.3K (-$21.0K)
Filed 2026-10-13
Redwood Family Wealth LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$163.0K (-$13.9K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares12,000 from 14,000
Change-2,000 (-14%)
Value$159.0K (-$42.3K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares9,270 from 9,270
Change0 (0%)
Value$127.8K (-$5.9K)
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares6,428 from 6,428
Change0 (0%)
Value$85.2K (-$7.3K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares5,497 from 5,499
Change-2 (0%)
Value$72.8K (-$6.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$12.8K (-$1.1K)
Filed 2026-10-08
FNY Investment Advisers, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1 ($0)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
NEW
Shares70
Change+70
Value$928
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$13 (-$1)
Filed 2026-10-29
Fiera Capital Corp
CLOSED
Shares0 from 67,851
Change-67,851 (-100%)
Value$0 (-$975.7K)
Filed 2026-11-06
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 35,805
Change-35,805 (-100%)
Value$0 (-$514.9K)
Filed 2026-10-16
Creekside Partners
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$287.6K)
Filed 2026-11-04
Aviance Capital Partners, LLC
CLOSED
Shares0 from 11,297
Change-11,297 (-100%)
Value$0 (-$162.5K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,081
Change-2,081 (-100%)
Value$0 (-$30.1K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$302)
Filed 2026-10-27
WPG Advisers, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$72)
Filed 2026-10-27
1607 Capital Partners, LLC
N/A
Shares— from 1,608,820
Change-1,608,820 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 600,561
Change-600,561 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 504,767
Change-504,767 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 426,375
Change-426,375 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 386,303
Change-386,303 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 279,500
Change-279,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 262,185
Change-262,185 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 167,709
Change-167,709 (-100%)
Value—
UBS Group AG
N/A
Shares— from 155,889
Change-155,889 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 150,849
Change-150,849 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 130,505
Change-130,505 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 82,366
Change-82,366 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 79,588
Change-79,588 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 59,799
Change-59,799 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 56,150
Change-56,150 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 51,719
Change-51,719 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 33,635
Change-33,635 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,809
Change-31,809 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 29,367
Change-29,367 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,797
Change-18,797 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,332
Change-18,332 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,280
Change-14,280 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,990
Change-13,990 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Status
Tortoise Investment Management, LLC
INCREASED511,445511,065+380+0%$7.3M$6.8M-$572.5K2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED390,845424,949-34,104-8%$6.1M$5.2M-$932.1K2026-10-13
LPL Financial LLC
INCREASED258,048233,388+24,660+11%$3.4M$3.4M+$63.0K2026-11-06
Wakefield Asset Management Lllp
INCREASED139,956115,309+24,647+21%$1.7M$1.9M+$196.2K2026-11-05
Breakwater Capital Group
DECREASED58,18763,205-5,018-8%$908.9K$771.0K-$137.9K2026-10-09
Bank of New York Mellon Corp
DECREASED51,93162,746-10,815-17%$902.3K$688.1K-$214.2K2026-11-05
Koshinski Asset Management, Inc.
INCREASED44,72644,708+18+0%$642.9K$592.6K-$50.3K2026-10-29
Midwest Financial Group LLC
UNCHANGED42,19942,19900%$606.8K$559.1K-$47.7K2026-10-15
Kestra Advisory Services, LLC
INCREASED40,50240,373+129+0%$582.5K$536.7K-$45.9K2026-11-02
Dynamic Advisor Solutions LLC
DECREASED40,44240,572-1300%$583.4K$535.9K-$47.6K2026-10-13
Melfa Wealth Management, Inc.
INCREASED37,70437,694+10+0%$542.0K$499.6K-$42.5K2026-11-06
Ackerman Capital Advisors, LLC
DECREASED36,70342,353-5,650-13%$609.0K$486.3K-$122.7K2026-10-30
Commonwealth Equity Services, LLC
INCREASED29,80829,802+6+0%$428.6K$395.0K-$33.6K2026-11-02
Uniting Wealth Partners, LLC
UNCHANGED29,79929,79900%$430.0K$396.3K-$33.7K2026-11-06
Hickory Point Bank & Trust
UNCHANGED27,30027,30000%$392.6K$361.7K-$30.8K2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED25,05225,273-221-1%$363.0K$332-$362.7K2026-11-02
Realta Investment Advisors
UNCHANGED23,01523,01500%$331.0K$304.9K-$26.0K2026-10-14
SAX Wealth Advisors, LLC
UNCHANGED19,41919,41900%$278.3K$257.3K-$21.0K2026-10-13
Redwood Family Wealth LLC
UNCHANGED12,30012,30000%$176.9K$163.0K-$13.9K2026-10-20
D.A. Davidson & Co.
DECREASED12,00014,000-2,000-14%$201.3K$159.0K-$42.3K2026-10-28
Fairscale Capital, LLC
UNCHANGED9,2709,27000%$133.8K$127.8K-$5.9K2026-11-04
Clean Yield Group
UNCHANGED6,4286,42800%$92.4K$85.2K-$7.3K2026-10-28
Fifth Third Bancorp
DECREASED5,4975,499-20%$79.1K$72.8K-$6.2K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED96796700%$13.9K$12.8K-$1.1K2026-10-08
FNY Investment Advisers, LLC
UNCHANGED10010000%$1$1$02026-10-16
Dhjj Financial Advisors, Ltd.
NEW70—+70——$928—2026-10-23
Salomon & Ludwin, LLC
UNCHANGED1100%$14$13-$12026-10-29
Fiera Capital Corp
CLOSED067,851-67,851-100%$975.7K$0-$975.7K2026-11-06
Goelzer Investment Management, Inc.
CLOSED035,805-35,805-100%$514.9K$0-$514.9K2026-10-16
Creekside Partners
CLOSED020,000-20,000-100%$287.6K$0-$287.6K2026-11-04
Aviance Capital Partners, LLC
CLOSED011,297-11,297-100%$162.5K$0-$162.5K2026-10-29
International Assets Investment Management, LLC
CLOSED02,081-2,081-100%$30.1K$0-$30.1K2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED021-21-100%$302$0-$3022026-10-27
WPG Advisers, LLC
CLOSED05-5-100%$72$0-$722026-10-27
1607 Capital Partners, LLC
N/A—1,608,820-1,608,820-100%$23.1M———
Morgan Stanley
N/A—600,561-600,561-100%$8.6M———
Rivernorth Capital Management, LLC
N/A—504,767-504,767-100%$7.3M———
Guggenheim Capital LLC
N/A—426,375-426,375-100%$6.1M———
Raymond James Financial Inc
N/A—386,303-386,303-100%$5.6M———
Captrust Financial Advisors
N/A—279,500-279,500-100%$4.0M———
Jones Financial Companies Lllp
N/A—262,185-262,185-100%$3.8M———
Bank of America Corp
N/A—167,709-167,709-100%$2.4M———
UBS Group AG
N/A—155,889-155,889-100%$2.2M———
Van Eck Associates Corp
N/A—150,849-150,849-100%$2.2M———
Invesco Ltd.
N/A—130,505-130,505-100%$1.9M———
Smartleaf Asset Management LLC
N/A—82,366-82,366-100%$1.2M———
Sanctuary Advisors, LLC
N/A—79,588-79,588-100%$1.1M———
Wells Fargo & Company
N/A—59,799-59,799-100%$859.9K———
Stratos Wealth Partners, Ltd.
N/A—56,150-56,150-100%$807.4K———
Royal Bank of Canada
N/A—51,719-51,719-100%$744.0K———
Access Financial Services, Inc.
N/A—33,635-33,635-100%$483.7K———
Osaic Holdings, Inc.
N/A—31,809-31,809-100%$457.4K———
Summit Trail Advisors, LLC
N/A—29,367-29,367-100%$422.3K———
49 Wealth Management, LLC
N/A—27,761-27,761-100%$399.2K———
Alongside, LLC
N/A—27,761-27,761-100%$399.2K———
Tyche Wealth Partners LLC
N/A—21,800-21,800-100%$313.5K———
Stephens Inc
N/A—20,580-20,580-100%$295.9K———
Cohen & Steers, Inc.
N/A—20,000-20,000-100%$288.0K———
Janney Montgomery Scott LLC
N/A—18,797-18,797-100%$270.0K———
HighTower Advisors, LLC
N/A—18,332-18,332-100%$263.6K———
Ameriprise Financial Inc
N/A—16,927-16,927-100%$243.4K———
Cetera Investment Advisers
N/A—14,280-14,280-100%$205.3K———
Hilltop Holdings Inc.
N/A—13,990-13,990-100%$201.2K———
Readystate Asset Management LP
N/A—12,545-12,545-100%$180.4K———
Steward Partners Investment Advisory, LLC
N/A—12,257-12,257-100%$176.3K———
Rockefeller Capital Management L.P.
N/A—4,482-4,482-100%$64.5K———
Ancora Advisors LLCA
N/A—3,682-3,682-100%$52.9K———
NewEdge Advisors, LLC
N/A—3,600-3,600-100%$51.8K———
Harbour Investments, Inc.
N/A—1,408-1,408-100%$20.2K———
Clear Street Group Inc.
N/A—42-42-100%$604———
Global Retirement Partners, LLC
N/A—39-39-100%$561———
Showing 71 of 71 institutions