Vault-13

NUVEEN AMT FREE MUN CR INC F NVG

COM · Closed-End Fund · CUSIP 67071L106

259 institutional holders +18 vs Q3 2023
47,238,96747.2m shares reported held*
$560.3mreported value*
40 new 61 added 82 reduced 33 sold out net bought ≈ $59.8m (+5.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.86.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 243Q4 22: 250Q1 23: 252Q2 23: 244Q3 23: 241Q4 23: 259259Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022243
Q4 2022250
Q1 2023252
Q2 2023244
Q3 2023241
Q4 2023259

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 96 bought or addedQ4 22: 119 cut or sold outQ4 22Q1 23: 107 bought or addedQ1 23: 95 cut or sold outQ1 23Q2 23: 108 bought or addedQ2 23: 83 cut or sold outQ2 23Q3 23: 90 bought or addedQ3 23: 108 cut or sold outQ3 23Q4 23: 101 bought or addedQ4 23: 115 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 202296119
Q1 202310795
Q2 202310883
Q3 202390108
Q4 2023101115

Biggest buyers

MORGAN STANLEY Added +2,930,335+2.9m
Karpus Management, Inc. Added +559,098+559.1k
Logan Stone Capital, LLC Added +500,731+500.7k
UBS Group AG Added +460,053+460.1k
PenderFund Capital Management Ltd. Added +408,872+408.9k
Saba Capital Management, L.P. Added +405,905+405.9k
Alpine Global Management, LLC New +380,000+380.0k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Added +324,165+324.2k
BANK OF AMERICA CORP /DE/ Added +239,431+239.4k
Freestone Capital Holdings, LLC New +200,300+200.3k

Biggest sellers

Fiera Capital Corp Reduced -461,512-461.5k
OSAIC HOLDINGS, INC. Reduced -300,346-300.3k
Johnson Financial Group, Inc. Reduced -226,404-226.4k
STIFEL FINANCIAL CORP Reduced -177,309-177.3k
CAPTRUST FINANCIAL ADVISORS Reduced -154,285-154.3k
SIT INVESTMENT ASSOCIATES INC Reduced -145,649-145.6k
Wakefield Asset Management LLLP Sold out -140,842-140.8k
WELLS FARGO & COMPANY/MN Reduced -134,385-134.4k
Merit Financial Group, LLC Reduced -112,067-112.1k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -108,482-108.5k

Insider purchases and sales in Q4 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20231$25.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-11-10 Jones Nathaniel T. Vice President and Treasurer Bought 1,000 $10.76 $10.8k1.0k shares +67%
2023-10-26 Jones Nathaniel T. Vice President and Treasurer Bought 1,500 $9.82 $14.7k1.5k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,473,9406.5m $76.5m $76.5m 0.00% Added +2.9m +2,930,335
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 3.27% of their portfolio WEST PALM BEACH, FL 5,775,4905.8m $68.3m $68.3m 3.27% Reduced -108.5k -108,482
3 SIT INVESTMENT ASSOCIATES INC 0.73% of their portfolio Minneapolis, MN 2,509,0262.5m $29.7m $29.7m 0.73% Reduced -145.6k -145,649
4 Saba Capital Management, L.P. 0.62% of their portfolio NEW YORK, NY 2,135,8012.1m $25.2m $25.2m 0.62% Added +405.9k +405,905
5 Logan Stone Capital, LLC 4.61% of their portfolio CHICAGO, IL 1,927,9491.9m $22.8m $22.8m 4.61% Added +500.7k +500,731
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,721,2761.7m $20.3m $20.3m 0.01% Added +460.1k +460,053
7 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,591,5601.6m $18.8m $18.8m 0.03% Added +171.2k +171,220
8 Karpus Management, Inc. 0.57% of their portfolio Pittsford, NY 1,574,5661.6m $18.6m $18.6m 0.57% Added +559.1k +559,098
9 GUGGENHEIM CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 1,307,0361.3m $15.4m $15.4m 0.12% Added +71.4k +71,431
10 ROBINSON CAPITAL MANAGEMENT, LLC 4.53% of their portfolio GROSSE POINTE FARMS, MI 1,076,2701.1m $12.7m $12.7m 4.53% Reduced -76.3k -76,339
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,012,8691.0m $12.0m $12.0m 0.00% Added +239.4k +239,431
12 Penserra Capital Management LLC 0.20% of their portfolio ORINDA, CA 914,458914.5k $10.8m $10.8m 0.20% Added +63.3k +63,291
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 892,396892.4k $10.5m $10.5m 0.02% Reduced -300.3k -300,346
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 841,259841.3k $9.9m $9.9m 0.00% Reduced -134.4k -134,385
15 AQR Arbitrage LLC 0.32% of their portfolio Greenwich, CT 674,687674.7k $8.0m $8.0m 0.32% Added +9.8k +9,754
16 Hennion & Walsh Asset Management, Inc. 0.40% of their portfolio Parsippany, NJ 593,603593.6k $7.0m $7.0m 0.40% Added +143.8k +143,812
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 559,009559.0k $6.6m $6.6m 0.00% Reduced -27.4k -27,385
18 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 527,282527.3k $6.2m $6.2m 0.03% First filing
19 PenderFund Capital Management Ltd. 2.60% of their portfolio VANCOUVER, A1 508,872508.9k $8.0m $8.0m 2.60% Added +408.9k +408,872
20 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.51% of their portfolio Englewood, NJ 479,999480.0k $5.7m $5.7m 0.51% Added +324.2k +324,165
21 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 467,803467.8k $5.5m $5.5m 0.11% Reduced -11.8k -11,820
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 439,480439.5k $5.2m $5.2m 0.01% Reduced -62.9k -62,945
23 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 393,949393.9k $4.7m $4.7m 0.00% Added +84.1k +84,063
24 Cornerstone Advisory, LLC 0.73% of their portfolio HUNT VALLEY, MD 393,552393.6k $4.7m $4.7m 0.73% Reduced -53.6k -53,641
25 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 381,319381.3k $4.5m $4.5m 0.01% Reduced -37.3k -37,260
26 Alpine Global Management, LLC 0.66% of their portfolio NEW YORK, NY 380,000380.0k $4.5m $4.5m 0.66% New
27 Rareview Capital LLC 3.84% of their portfolio LAS VEGAS, NV 354,233354.2k $4.2m $4.2m 3.84% First filing
28 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 351,327351.3k $4.2m $4.2m 0.01% Reduced -177.3k -177,309
29 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 325,066325.1k $3.8m $3.8m 0.01% Added +24.0k +24,000
30 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 321,006321.0k $3.8m $3.8m 0.01% Reduced -61.9k -61,850
31 KENNEDY INVESTMENT GROUP, INC. 2.10% of their portfolio WEST DEPTFORD, NJ 318,285318.3k $3.8m $3.8m 2.10% Reduced -22.4k -22,414
32 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 303,740303.7k $3.6m $3.6m 0.01% Reduced -461.5k -461,512
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 301,640301.6k $3.6m $3.6m 0.00% Added +28.9k +28,915
34 Gridiron Partners, LLC 2.45% of their portfolio Wexford, PA 294,221294.2k $3.5m $3.5m 2.45% First filing
35 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 256,428256.4k $3.0m $3.0m 0.02% Added +113.0k +112,971
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 252,163252.2k $3.0m $3.0m 0.00% Reduced -103.1k -103,059
37 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 245,492245.5k $2.9m $2.9m 0.01% Added +50.9k +50,901
38 Westchester Capital Management, LLC 0.11% of their portfolio VALHALLA, NY 223,590223.6k $2.6m $2.6m 0.11% Added +50.6k +50,639
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 203,918203.9k $2.4m $2.4m 0.00% Added +5.9k +5,852
40 Johnson Financial Group, Inc. 0.13% of their portfolio RACINE, WI 203,596203.6k $2.4m $2.4m 0.13% Reduced -226.4k -226,404
41 Freestone Capital Holdings, LLC 0.11% of their portfolio Seattle, WA 200,300200.3k $2.4m $2.4m 0.11% New
42 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 185,560185.6k $2.2m $2.2m 0.02% Added +160.2k +160,153
43 MELFA WEALTH MANAGEMENT, INC. 1.95% of their portfolio WESTBOROUGH, MA 185,442185.4k $2.1m $2.1m 1.95% Added +2 +2
44 Centiva Capital, LP 0.13% of their portfolio New York, NY 170,982171.0k $2.0m $2.0m 0.13% New
45 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 169,115169.1k $2.0m $2.0m 0.00% Added +1.7k +1,685
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 163,774163.8k $1.9m $1.9m 0.00% Reduced -2.4k -2,350
47 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 160,344160.3k $1.9m $1.9m 0.01% Reduced -11.3k -11,317
48 Capital Investment Advisors, LLC 0.05% of their portfolio ATLANTA, GA 158,773158.8k $1.9m $1.9m 0.05% Reduced -8.7k -8,687
49 CoreCap Advisors, LLC 0.11% of their portfolio SOUTHFIELD, MI 150,605150.6k $1.8m $1.8m 0.11% Added +541 +541
50 DEBUSSY CAPITAL MANAGEMENT LP 0.52% of their portfolio CHICAGO, IL 148,152148.2k $1.7m $1.7m 0.52% Reduced -77.3k -77,279
51 Palogic Value Management, L.P. 0.74% of their portfolio DALLAS, TX 140,637140.6k $1.7m $1.7m 0.74% Added +42.1k +42,088
52 ROTHSCHILD INVESTMENT LLC 0.14% of their portfolio CHICAGO, IL 140,570140.6k $1.7m $1.7m 0.14% First filing
53 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 135,725135.7k $1.6m $1.6m 0.01% Reduced -7.7k -7,673
54 Congress Park Capital LLC 0.78% of their portfolio SARATOGA SPRINGS, NY 135,000135.0k $1.6m $1.6m 0.78% Added +12.5k +12,500
55 Gould Capital, LLC 1.02% of their portfolio TACOMA, WA 118,350118.3k $1.4m $1.4m 1.02% Added +4 +4
56 Tyche Wealth Partners LLC 0.33% of their portfolio PLANO, TX 114,750114.8k $1.4m $1.4m 0.33% First filing
57 Matisse Capital 0.69% of their portfolio PORTLAND, OR 110,000110.0k $1.3m $1.3m 0.69% Unchanged
58 BOKF, NA 0.02% of their portfolio TULSA, OK 108,000108.0k $1.3m $1.3m 0.02% Unchanged
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 107,529107.5k $1.3m $1.3m 0.00% Reduced -154.3k -154,285
60 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 105,500105.5k $1.2m $1.2m 0.04% Added +64.2k +64,214
61 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 104,147104.1k $1.2m $1.2m 0.00% Unchanged
62 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 102,936102.9k $1.2m $1.2m 0.02% Reduced -30.3k -30,270
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 101,497101.5k $1.2m $1.2m 0.00% Added +40.7k +40,656
64 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 100,978101.0k $1.2m $1.2m 0.05% Added +87.0k +87,000
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 93,12193.1k $1.1m $1.1m 0.00% Reduced -11.4k -11,378
66 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 92,80992.8k $1.1m $1.1m 0.00% Added +21.2k +21,164
67 Sterneck Capital Management, LLC 0.70% of their portfolio KANSAS CITY, MO 92,62892.6k $1.1m $1.1m 0.70% Reduced -9.5k -9,504
68 InTrack Investment Management Inc 0.81% of their portfolio SOUTH BURLINGTON, VT 91,56991.6k $1.1m $1.1m 0.81% Added +15.9k +15,854
69 Mariner, LLC 0.00% of their portfolio Overland Park, KS 87,41687.4k $1.0m $1.0m 0.00% Reduced -2.3k -2,259
70 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 84,95985.0k $985.5k $985.5k 0.01% Reduced -9.9k -9,904
71 Koshinski Asset Management, Inc. 0.14% of their portfolio DECATUR, IL 77,44777.4k $915.4k $915.4k 0.14% Added +26.7k +26,715
72 Melone Private Wealth, LLC 0.53% of their portfolio AUBURN HILLS, MI 70,61870.6k $834.7k $834.7k 0.53% Reduced -19.5k -19,497
73 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 69,42969.4k $820.7k $820.7k 0.02% Added +24.2k +24,235
74 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 69,29469.3k $819.1k $819.1k 0.00% Added +26.1k +26,098
75 TECTONIC ADVISORS LLC 0.07% of their portfolio FRISCO, TX 67,50567.5k $797.9k $797.9k 0.07% Added +845 +845
76 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 67,29567.3k $795.4k $795.4k 0.02% Reduced -112.1k -112,067
77 Wealth Advisors of Tampa Bay, LLC 0.39% of their portfolio TAMPA, FL 65,72965.7k $776.9k $776.9k 0.39% Added +18.7k +18,741
78 Weiss Asset Management LP 0.06% of their portfolio BOSTON, MA 65,49765.5k $774.2k $774.2k 0.06% New
79 Pallas Capital Advisors LLC 0.04% of their portfolio BRAINTREE, MA 60,71860.7k $717.7k $717.7k 0.04% Reduced -6.3k -6,282
80 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 60,06460.1k $710.0k $710.0k 0.00% Reduced -103 -103
81 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 58,35158.4k $689.7k $689.7k 0.00% Reduced -24.7k -24,664
82 Oxbow Advisors, LLC 0.10% of their portfolio Austin, TX 56,18056.2k $664.0k $664.0k 0.10% New
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 53,43853.4k $631.6k $631.6k 0.00% Added +21.2k +21,170
84 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 53,39853.4k $631.0k $631.0k 0.02% Reduced -1.9k -1,910
85 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 52,88752.9k $625.1k $625.1k 0.02% New
86 Richmond Brothers, Inc. 1.07% of their portfolio JACKSON, MI 51,76651.8k $611.9k $611.9k 1.07% Reduced -5.6k -5,570
87 MacKay Shields LLC 0.02% of their portfolio New York, NY 49,02649.0k $579.5k $579.5k 0.02% New
88 Texas Capital Bank Wealth Management Services Inc 0.07% of their portfolio Dallas, TX 48,73048.7k $576.0k $576.0k 0.07% Unchanged
89 Hirtle & Co., LLC 0.03% of their portfolio WEST CONSHOHOCKEN, PA 47,46847.5k $561.1k $561.1k 0.03% Reduced -99.3k -99,333
90 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 45,02645.0k $532.2k $532.2k 0.02% Reduced -4.7k -4,708
91 Ranch Capital Advisors Inc. 0.33% of their portfolio SARASOTA, FL 44,79344.8k $529.5k $529.5k 0.33% Reduced -3.0k -3,030
92 Sonora Investment Management Group, LLC 0.04% of their portfolio TUCSON, AZ 43,27943.3k $511.6k $511.6k 0.04% New
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 43,20543.2k $510.7k $510.7k 0.00% Reduced -6.7k -6,660
94 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 42,64342.6k $504.0k $504.0k 0.03% Added +77 +77
95 Caldwell Trust Co 0.06% of their portfolio Venice, FL 42,55242.6k $503.0k $503.0k 0.06% Reduced -19.1k -19,138
96 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 41,17141.2k $486.6k $486.6k 0.06% Reduced -2.3k -2,279
97 Transform Wealth, LLC 0.05% of their portfolio GREENWOOD VILLAGE, CO 41,13241.1k $486.2k $486.2k 0.05% Unchanged
98 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 40,96841.0k $484.2k $484.2k 0.01% Added +2.8k +2,753
99 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 39,55039.5k $467.5k $467.5k 0.04% Unchanged
100 Sollinda Capital Management LLC 0.13% of their portfolio HICKORY, NC 39,55039.5k $467.5k $467.5k 0.13% First filing