NUW on NYSE

Nuveen AMT-Free Municipal Value Fund

Fund registered in the United States, based in Chicago, active since 2008.

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Last updated Oct 18, 2026.

Overview

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TickerNUW on NYSE
HeadquartersChicago, United States
Incorporated inMA²
Business address333 West Wacker Drive, Chicago, Il 60606²

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Leadership

Who has led Nuveen AMT-Free Municipal Value Fund, and when. Pick a name to see everywhere that person has worked.

President

Mark Anson2009

2010201520202025

PresidentMark Anson Feb 24, 2009 to Feb 24, 2009³

Board members and other officers (45)

SMD, Head of Muni Bond ResearcMargot Kleinman Mar 11, 2026 to now⁴
MD, Fund Finance & TreasuryRobert Tanner Page Oct 29, 2025 to now⁵
Vice PresidentJames N. Nelson Iii. Mar 8, 2024 to Mar 8, 2024⁶
Vice PresidentMary Beth Ramsay Mar 11, 2024 to Mar 11, 2024⁷
VP and ControllerMarc Cardella Dec 2, 2024 to Dec 2, 2024⁸
Vice PresidentJohn M. McCann Apr 21, 2022 to Apr 21, 2022⁹
Chief Compliance OfficerBrett Black Jun 6, 2022 to Jun 6, 2022¹⁰
Vice PresidentTrey Stenersen Iii. Aug 15, 2022 to Aug 15, 2022¹¹
Vice PresidentDeann Morgan Mar 6, 2020 to Mar 6, 2020¹²
Vice PresidentE. Scott Wickerham Apr 18, 2019 to Apr 18, 2019¹³
Vice PresidentBrian J. Lockhart Aug 16, 2019 to Aug 16, 2019¹⁴
Vice PresidentJacques M. Longerstaey Aug 16, 2019 to Aug 16, 2019¹⁵
Vice PresidentJon Scott Meissner Oct 17, 2019 to Oct 17, 2019¹⁶
Vice PesidentWilliam T. Meyers Feb 28, 2018 to Feb 28, 2018¹⁷
OfficerMichael A. Perry Aug 10, 2017 to Aug 10, 2017¹⁸
Vice PresidentWilliam A. Siffermann Aug 10, 2017 to Aug 10, 2017¹⁹
Vice President and TreasurerNathaniel T. Jones Jun 24, 2016 to Jun 24, 2016²⁰
Vice President and TreasurerSherri A. Hlavacek Aug 14, 2015 to Aug 14, 2015²¹
Vice PresidentJoel T. Slager Jul 26, 2013 to Jul 26, 2013²²
Vice PresidentKathleen L. Prudhomme Jan 12, 2011 to Jan 12, 2011²³
Vice PresidentMichelle Ann McCarthy Aug 5, 2010 to Aug 5, 2010²⁴
Vice PresidentCedric H. Antosiewicz Feb 24, 2009 to Feb 24, 2009²⁵
Vice PresidentChristopher M. Rohrbacher Feb 24, 2009 to Oct 11, 2016²⁶
Vice PresidentDavid J. Lamb Feb 24, 2009 to Mar 4, 2015²⁷
Vice PresidentDemark L. Winget Feb 24, 2009 to Feb 28, 2018²⁸
Chief Administrative OfficerGifford R. Zimmerman Feb 24, 2009 to Feb 24, 2009²⁹
Vice PresidentJames Ruane Feb 24, 2009 to Feb 24, 2009³⁰
Vice President & Asst SecrLarry W. Martin Feb 24, 2009 to Feb 24, 2009³¹
Vice PresidentLorna C. Ferjuson Feb 24, 2009 to Feb 24, 2009³²
Vice President & Asst. Secr.Michael T. Atkinson Feb 24, 2009 to Feb 24, 2009³³
Vice President & Asst. Secr.Paul L. Brennan Feb 24, 2009 to Feb 24, 2009³⁴
Portfolio ManagerScott R. Romans Feb 24, 2009 to Feb 24, 2009³⁵
Vice President & ControllerStephen D. Foy Feb 24, 2009 to Feb 24, 2009³⁶
Vice President & Port. Mgr.Thomas C. Spalding Jr. Feb 24, 2009 to Feb 24, 2009³⁷
Vice PresidentTina M. Lazar Feb 24, 2009 to Feb 24, 2009³⁸
Chief Compliance OfficerWalter M. Kelly Feb 24, 2009 to Feb 24, 2009³⁹
TrusteeWilliam Curt Hunter Feb 24, 2009 to Feb 24, 2009⁴⁰
Vice PresidentGregory T. Mino Apr 3, 2009 to Apr 3, 2009⁴¹
Vice PresidentMargo L. Cook Apr 3, 2009 to Apr 3, 2009⁴²
Vice PresidentNizida Arriaga Apr 3, 2009 to Apr 3, 2009⁴³
Vice PresidentWilliam T. Huffman Jr. Apr 3, 2009 to Apr 3, 2009⁴⁴
Vice President & TreasurerScott S. Grace Nov 27, 2009 to Nov 27, 2009⁴⁵
Board memberCarole E. Stone Feb 24, 2009 to Feb 24, 2009⁴⁶
Board memberTerence J. Toth Feb 24, 2009 to Feb 24, 2009⁴⁷
Board memberWilliam Curt Hunter Feb 24, 2009 to Feb 24, 2009⁴⁰

Former names

Nuveen Municipal Value Fund 2Nov 21, 2008 to Sep 28, 2012²

Timeline

Nov 21, 2008Founded Nuveen AMT-Free Municipal Value Fund is founded⁴⁸

Filings

79 filings to the SEC since October 2021: 4 major events, 15 insider forms, 14 large holders, 46 other. The latest 20:

Sep 25, 2026NPORT-P EDGAR
Aug 31, 20263 EDGAR
Aug 17, 2026N-PX EDGAR
Aug 14, 2026SCHEDULE 13G/A EDGAR
Jul 2, 2026N-CSRS NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
Jul 2, 2026DEF 14A NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
Jun 24, 2026NPORT-P EDGAR
Mar 25, 2026NPORT-P EDGAR
Mar 11, 20263 EDGAR
Feb 27, 20268-K CURRENT REPORT EDGAR
Feb 20, 20263 EDGAR
Jan 14, 2026N-CEN EDGAR
Jan 7, 2026N-CSR NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
Dec 30, 2025NPORT-P EDGAR
Oct 29, 20253 EDGAR
Sep 26, 2025NPORT-P EDGAR
Aug 22, 2025N-PX EDGAR
Jul 7, 2025N-CSRS NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
Jun 30, 2025DEF 14A NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
Jun 26, 2025NPORT-P EDGAR

The 79 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 14 such filings since October 2021, the latest 10:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 69. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
1607 Capital Partners, LLC	804,410	$11.6M	1.0%	−281,958
Morgan Stanley	600,561	$8.6M	0.0%	−58,185
Tortoise Investment Management, LLC	511,065	$7.3M	0.5%	−14,042
Rivernorth Capital Management, LLC	504,767	$7.3M	0.3%	+85,291
Guggenheim Capital LLC	426,375	$6.1M	0.0%	−19,542
Hennion & Walsh Asset Management, Inc.	424,949	$6.1M	0.2%	−5,965
Raymond James Financial Inc	386,303	$5.6M	0.0%	+26,102
Captrust Financial Advisors	279,500	$4.0M	0.0%	+6,938
Jones Financial Companies Lllp	262,185	$3.8M	0.0%	+3,773
LPL Financial LLC	233,388	$3.4M	0.0%	+17,024
Bank Of America Corp /de/	167,709	$2.4M	0.0%	+11,996
UBS Group AG	155,889	$2.2M	0.0%	−734
Van Eck Associates Corp	150,849	$2.2M	0.0%	+5,184
Invesco Ltd.	130,505	$1.9M	0.0%	+31,631
Wakefield Asset Management LLLP	115,309	$1.7M	0.4%	New
Smartleaf Asset Management LLC	82,366	$1.2M	0.0%	No change
Sanctuary Advisors, LLC	79,588	$1.1M	0.0%	+4,893
Fiera Capital Corp	67,851	$975.7K	0.0%	+32,534
Breakwater Capital Group	63,205	$908.9K	0.1%	+5,834
Bank of New York Mellon Corp	62,746	$902.3K	0.0%	+43,017
Wells Fargo & Company/mn	59,799	$859.9K	0.0%	−18,091
Stratos Wealth Partners, LTD.	56,150	$807.4K	0.0%	+9,110
Royal Bank Of Canada	51,719	$744.0K	0.0%	+18,849
Koshinski Asset Management, Inc.	44,708	$642.9K	0.0%	−3,982
Ackerman Capital Advisors, LLC	42,353	$609.0K	0.1%	+20,848

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARNuveen AMT-Free Municipal Value Fund filings on SEC EDGAR
2
SEC EDGARNuveen AMT-Free Municipal Value Fund filings on SEC EDGAR
3
SEC EDGARMark Anson, President
4
SEC EDGARMargot Kleinman, SMD, Head of Muni Bond Researc
5
SEC EDGARRobert Tanner Page, MD, Fund Finance & Treasury
6
SEC EDGARJames N. Nelson Iii., Vice President
7
SEC EDGARMary Beth Ramsay, Vice President
8
SEC EDGARMarc Cardella, VP and Controller
9
SEC EDGARJohn M. McCann, Vice President
10
SEC EDGARBrett Black, Chief Compliance Officer
11
SEC EDGARTrey Stenersen Iii., Vice President
12
SEC EDGARDeann Morgan, Vice President
13
SEC EDGARE. Scott Wickerham, Vice President
14
SEC EDGARBrian J. Lockhart, Vice President
15
SEC EDGARJacques M. Longerstaey, Vice President
16
SEC EDGARJon Scott Meissner, Vice President
17
SEC EDGARWilliam T. Meyers, Vice Pesident
18
SEC EDGARMichael A. Perry, Officer
19
SEC EDGARWilliam A. Siffermann, Vice President
20
SEC EDGARNathaniel T. Jones, Vice President and Treasurer
21
SEC EDGARSherri A. Hlavacek, Vice President and Treasurer
22
SEC EDGARJoel T. Slager, Vice President
23
SEC EDGARKathleen L. Prudhomme, Vice President
24
SEC EDGARMichelle Ann McCarthy, Vice President
25
SEC EDGARCedric H. Antosiewicz, Vice President
26
SEC EDGARChristopher M. Rohrbacher, Vice President
27
SEC EDGARDavid J. Lamb, Vice President
28
SEC EDGARDemark L. Winget, Vice President
29
SEC EDGARGifford R. Zimmerman, Chief Administrative Officer
30
SEC EDGARJames Ruane, Vice President
31
SEC EDGARLarry W. Martin, Vice President & Asst Secr
32
SEC EDGARLorna C. Ferjuson, Vice President
33
SEC EDGARMichael T. Atkinson, Vice President & Asst. Secr.
34
SEC EDGARPaul L. Brennan, Vice President & Asst. Secr.
35
SEC EDGARScott R. Romans, Portfolio Manager
36
SEC EDGARStephen D. Foy, Vice President & Controller
37
SEC EDGARThomas C. Spalding Jr., Vice President & Port. Mgr.
38
SEC EDGARTina M. Lazar, Vice President
39
SEC EDGARWalter M. Kelly, Chief Compliance Officer
40
SEC EDGARWilliam Curt Hunter, Trustee
41
SEC EDGARGregory T. Mino, Vice President
42
SEC EDGARMargo L. Cook, Vice President
43
SEC EDGARNizida Arriaga, Vice President
44
SEC EDGARWilliam T. Huffman Jr., Vice President
45
SEC EDGARScott S. Grace, Vice President & Treasurer
46
SEC EDGARCarole E. Stone, Board member
47
SEC EDGARTerence J. Toth, Board member
48
gleifNuveen AMT-Free Municipal Value Fund is founded