Vault-13

NUVEEN AMT FREE MUN CR INC F NVG

COM · Closed-End Fund · CUSIP 67071L106

254 institutional holders -5 vs Q4 2023
49,506,82349.5m shares reported held*
$600.7mreported value*
28 new 73 added 76 reduced 34 sold out net bought ≈ $27.1m (+2.3m 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 ≈ $12.13.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 243Q4 22: 250Q1 23: 252Q2 23: 244Q3 23: 241Q4 23: 259Q1 24: 254254Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022243
Q4 2022250
Q1 2023252
Q2 2023244
Q3 2023241
Q4 2023259
Q1 2024254

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 23Q1 24: 101 bought or addedQ1 24: 110 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202296119
Q1 202310795
Q2 202310883
Q3 202390108
Q4 2023101115
Q1 2024101110

Biggest buyers

MORGAN STANLEY Added +1,898,373+1.9m
MacKay Shields LLC Added +655,197+655.2k
Allianz Asset Management GmbH New +470,900+470.9k
NINE MASTS CAPITAL Ltd New +409,624+409.6k
ROBINSON CAPITAL MANAGEMENT, LLC Added +210,765+210.8k
Saba Capital Management, L.P. Added +172,001+172.0k
Fort Point Capital Partners LLC New +162,115+162.1k
HighTower Advisors, LLC Added +116,243+116.2k
GOLDMAN SACHS GROUP INC New +112,236+112.2k
Congress Park Capital LLC Added +100,000+100.0k

Biggest sellers

PenderFund Capital Management Ltd. Sold out -508,872-508.9k
Penserra Capital Management LLC Reduced -358,017-358.0k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -315,618-315.6k
GUGGENHEIM CAPITAL LLC Reduced -225,730-225.7k
Centiva Capital, LP Reduced -141,701-141.7k
SIT INVESTMENT ASSOCIATES INC Reduced -113,428-113.4k
Logan Stone Capital, LLC Reduced -93,376-93.4k
Sterneck Capital Management, LLC Reduced -73,006-73.0k
Cetera Advisor Networks LLC Sold out -69,294-69.3k
Johnson Financial Group, Inc. Reduced -68,596-68.6k

Insider purchases and sales in Q1 2024

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
101Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 1 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20231$25.5k0——
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,372,3138.4m $101.7m $101.7m 0.00% Added +1.9m +1,898,373
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 3.21% of their portfolio WEST PALM BEACH, FL 5,459,8725.5m $66.3m $66.3m 3.21% Reduced -315.6k -315,618
3 SIT INVESTMENT ASSOCIATES INC 0.67% of their portfolio Minneapolis, MN 2,395,5982.4m $29.1m $29.1m 0.67% Reduced -113.4k -113,428
4 Saba Capital Management, L.P. 0.62% of their portfolio NEW YORK, NY 2,307,8022.3m $28.0m $28.0m 0.62% Added +172.0k +172,001
5 Logan Stone Capital, LLC 4.79% of their portfolio CHICAGO, IL 1,834,5731.8m $22.3m $22.3m 4.79% Reduced -93.4k -93,376
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,772,4301.8m $21.5m $21.5m 0.01% Added +51.2k +51,154
7 Karpus Management, Inc. 0.57% of their portfolio Pittsford, NY 1,629,0561.6m $19.8m $19.8m 0.57% Added +54.5k +54,490
8 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,577,9091.6m $19.2m $19.2m 0.03% Reduced -13.7k -13,651
9 ROBINSON CAPITAL MANAGEMENT, LLC 5.41% of their portfolio GROSSE POINTE FARMS, MI 1,287,0351.3m $15.0m $15.0m 5.41% Added +210.8k +210,765
10 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,081,3061.1m $13.1m $13.1m 0.09% Reduced -225.7k -225,730
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,071,9631.1m $13.0m $13.0m 0.00% Added +59.1k +59,094
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 890,433890.4k $10.8m $10.8m 0.02% Reduced -2.0k -1,963
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 869,831869.8k $10.6m $10.6m 0.00% Added +28.6k +28,572
14 MacKay Shields LLC 0.24% of their portfolio New York, NY 704,223704.2k $8.6m $8.6m 0.24% Added +655.2k +655,197
15 Hennion & Walsh Asset Management, Inc. 0.44% of their portfolio Parsippany, NJ 680,643680.6k $8.3m $8.3m 0.44% Added +87.0k +87,040
16 AQR Arbitrage LLC 0.27% of their portfolio Greenwich, CT 643,979644.0k $7.8m $7.8m 0.27% Reduced -30.7k -30,708
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 561,437561.4k $6.8m $6.8m 0.00% Added +2.4k +2,428
18 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 556,441556.4k $6.8m $6.8m 0.08% Reduced -358.0k -358,017
19 Advisors Asset Management, Inc. 0.12% of their portfolio Monument, CO 511,379511.4k $6.2m $6.2m 0.12% Added +43.6k +43,576
20 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 509,235509.2k $6.2m $6.2m 0.03% Reduced -18.0k -18,047
21 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 497,562497.6k $6.0m $6.0m 0.01% Added +116.2k +116,243
22 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 470,900470.9k $5.7m $5.7m 0.01% New
23 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 429,159429.2k $5.2m $5.2m 0.00% Added +35.2k +35,210
24 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.44% of their portfolio Englewood, NJ 414,513414.5k $5.0m $5.0m 0.44% Reduced -65.5k -65,486
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 412,370412.4k $5.0m $5.0m 0.01% Reduced -27.1k -27,110
26 NINE MASTS CAPITAL Ltd 1.30% of their portfolio CENTRAL, K3 409,624409.6k $5.0m $5.0m 1.30% New
27 Cornerstone Advisory, LLC 0.69% of their portfolio HUNT VALLEY, MD 396,269396.3k $4.8m $4.8m 0.69% Added +2.7k +2,717
28 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 373,523373.5k $4.5m $4.5m 0.01% Added +22.2k +22,196
29 Alpine Global Management, LLC 0.48% of their portfolio NEW YORK, NY 360,000360.0k $4.4m $4.4m 0.48% Reduced -20.0k -20,000
30 Rareview Capital LLC 4.08% of their portfolio LAS VEGAS, NV 341,490341.5k $4.1m $4.1m 4.08% Reduced -12.7k -12,743
31 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 340,066340.1k $4.1m $4.1m 0.01% Added +15.0k +15,000
32 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 325,613325.6k $4.0m $4.0m 0.01% Added +4.6k +4,607
33 KENNEDY INVESTMENT GROUP, INC. 2.09% of their portfolio WEST DEPTFORD, NJ 322,329322.3k $3.9m $3.9m 2.09% Added +4.0k +4,044
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 280,972281.0k $3.4m $3.4m 0.00% Reduced -20.7k -20,668
35 Gridiron Partners, LLC 2.02% of their portfolio Wexford, PA 260,655260.7k $3.2m $3.2m 2.02% Reduced -33.6k -33,566
36 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 258,508258.5k $3.1m $3.1m 0.01% Reduced -45.2k -45,232
37 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 257,408257.4k $3.1m $3.1m 0.02% Added +980 +980
38 Freestone Capital Holdings, LLC 0.11% of their portfolio Seattle, WA 250,300250.3k $3.0m $3.0m 0.11% Added +50.0k +50,000
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 237,731237.7k $2.9m $2.9m 0.00% Reduced -14.4k -14,432
40 Congress Park Capital LLC 1.26% of their portfolio SARATOGA SPRINGS, NY 235,000235.0k $2.9m $2.9m 1.26% Added +100.0k +100,000
41 Westchester Capital Management, LLC 0.11% of their portfolio VALHALLA, NY 219,616219.6k $2.7m $2.7m 0.11% Reduced -4.0k -3,974
42 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 214,384214.4k $2.6m $2.6m 0.01% Reduced -31.1k -31,108
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 199,515199.5k $2.4m $2.4m 0.01% Added +39.2k +39,171
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 198,188198.2k $2.4m $2.4m 0.00% Reduced -5.7k -5,730
45 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 181,351181.4k $2.2m $2.2m 0.02% Reduced -4.2k -4,209
46 MELFA WEALTH MANAGEMENT, INC. 1.54% of their portfolio WESTBOROUGH, MA 175,526175.5k $2.1m $2.1m 1.54% Reduced -9.9k -9,916
47 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 168,750168.8k $2.0m $2.0m 0.00% Reduced -365 -365
48 Fort Point Capital Partners LLC 0.27% of their portfolio San Francisco, CA 162,115162.1k $2.0m $2.0m 0.27% New
49 Gould Capital, LLC 1.38% of their portfolio TACOMA, WA 161,186161.2k $2.0m $2.0m 1.38% Added +42.8k +42,836
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 151,253151.3k $1.8m $1.8m 0.00% Reduced -12.5k -12,521
51 Palogic Value Management, L.P. 0.77% of their portfolio DALLAS, TX 147,137147.1k $1.8m $1.8m 0.77% Added +6.5k +6,500
52 ROTHSCHILD INVESTMENT LLC 0.13% of their portfolio CHICAGO, IL 144,921144.9k $1.8m $1.8m 0.13% Added +4.4k +4,351
53 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 137,389137.4k $1.7m $1.7m 0.09% Reduced -13.2k -13,216
54 Capital Investment Advisors, LLC 0.04% of their portfolio ATLANTA, GA 136,097136.1k $1.7m $1.7m 0.04% Reduced -22.7k -22,676
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 135,352135.4k $1.6m $1.6m 0.00% Added +33.9k +33,855
56 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 135,137135.1k $1.6m $1.6m 0.01% Reduced -588 -588
57 Johnson Financial Group, Inc. 0.09% of their portfolio RACINE, WI 135,000135.0k $1.6m $1.6m 0.09% Reduced -68.6k -68,596
58 DEBUSSY CAPITAL MANAGEMENT LP 0.45% of their portfolio CHICAGO, IL 130,134130.1k $1.6m $1.6m 0.45% Reduced -18.0k -18,018
59 Tyche Wealth Partners LLC 0.37% of their portfolio PLANO, TX 124,807124.8k $1.5m $1.5m 0.37% Added +10.1k +10,057
60 InTrack Investment Management Inc 1.11% of their portfolio SOUTH BURLINGTON, VT 123,045123.0k $1.5m $1.5m 1.11% Added +31.5k +31,476
61 Wealth Advisors of Tampa Bay, LLC 0.67% of their portfolio TAMPA, FL 115,729115.7k $1.4m $1.4m 0.67% Added +50.0k +50,000
62 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 112,236112.2k $1.4m $1.4m 0.00% New
63 Matisse Capital 0.64% of their portfolio PORTLAND, OR 110,000110.0k $1.3m $1.3m 0.64% Unchanged
64 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 106,688106.7k $1.3m $1.3m 0.04% Added +1.2k +1,188
65 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 104,147104.1k $1.3m $1.3m 0.00% Unchanged
66 Pallas Capital Advisors LLC 0.05% of their portfolio BRAINTREE, MA 100,718100.7k $1.2m $1.2m 0.05% Added +40.0k +40,000
67 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 100,497100.5k $1.2m $1.2m 0.03% Reduced -481 -481
68 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 99,969100.0k $1.2m $1.2m 0.00% Reduced -7.6k -7,560
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 99,07399.1k $1.2m $1.2m 0.00% Added +86.6k +86,599
70 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 98,49298.5k $1.2m $1.2m 0.02% Reduced -4.4k -4,444
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 91,35191.4k $1.1m $1.1m 0.00% Reduced -1.8k -1,770
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 87,09387.1k $1.1m $1.1m 0.00% Reduced -323 -323
73 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 81,42481.4k $989.3k $989.3k 0.01% Reduced -3.5k -3,535
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 79,62679.6k $967.0k $967.0k 0.00% Added +19.6k +19,562
75 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 71,46371.5k $868.3k $868.3k 0.00% Reduced -21.3k -21,346
76 Melone Private Wealth, LLC 0.52% of their portfolio AUBURN HILLS, MI 71,21871.2k $865.3k $865.3k 0.52% Added +600 +600
77 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 70,96271.0k $862.2k $862.2k 0.01% Added +1.5k +1,533
78 TECTONIC ADVISORS LLC 0.06% of their portfolio FRISCO, TX 68,36768.4k $830.7k $830.7k 0.06% Added +862 +862
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,56563.6k $772.3k $772.3k 0.00% Added +5.2k +5,214
80 Koshinski Asset Management, Inc. 0.08% of their portfolio DECATUR, IL 61,54761.5k $747.8k $747.8k 0.08% Reduced -15.9k -15,900
81 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 53,39853.4k $648.8k $648.8k 0.02% Unchanged
82 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 51,60151.6k $627.0k $627.0k 0.02% Reduced -1.3k -1,286
83 BOKF, NA 0.01% of their portfolio TULSA, OK 51,00051.0k $614.0k $614.0k 0.01% Reduced -57.0k -57,000
84 Ranch Capital Advisors Inc. 0.33% of their portfolio SARASOTA, FL 50,46650.5k $613.5k $613.5k 0.33% Added +5.7k +5,673
85 Texas Capital Bank Wealth Management Services Inc 0.07% of their portfolio Dallas, TX 48,73048.7k $592.1k $592.1k 0.07% Unchanged
86 Richmond Brothers, Inc. 1.03% of their portfolio JACKSON, MI 45,85045.9k $557.1k $557.1k 1.03% Reduced -5.9k -5,916
87 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 45,64045.6k $554.5k $554.5k 0.06% Added +4.5k +4,469
88 Oxbow Advisors, LLC 0.08% of their portfolio Austin, TX 45,63045.6k $554.4k $554.4k 0.08% Reduced -10.6k -10,550
89 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 45,44945.4k $552.2k $552.2k 0.02% Added +423 +423
90 Global Assets Advisory, LLC 0.14% of their portfolio ORLANDO, FL 45,28245.3k $3.8k $3.8k 0.14% New
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 44,89444.9k $545.5k $545.5k 0.00% Reduced -8.5k -8,544
92 Caldwell Trust Co 0.06% of their portfolio Venice, FL 44,55244.6k $541.3k $541.3k 0.06% Added +2.0k +2,000
93 Sonora Investment Management Group, LLC 0.04% of their portfolio TUCSON, AZ 43,27943.3k $525.8k $525.8k 0.04% Unchanged
94 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 43,27043.3k $525.7k $525.7k 0.02% Added +627 +627
95 Rinkey Investments 0.18% of their portfolio San Diego, CA 41,40041.4k $503.0k $503.0k 0.18% New
96 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 40,80440.8k $495.8k $495.8k 0.01% Reduced -164 -164
97 Element Wealth, LLC 0.28% of their portfolio RIDGELAND, MS 38,92138.9k $472.9k $472.9k 0.28% Unchanged
98 Founders Financial Alliance, LLC 0.14% of their portfolio RALEIGH, NC 38,88738.9k $472.5k $472.5k 0.14% Added +1.2k +1,200
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 38,82038.8k $471.7k $471.7k 0.00% Reduced -4.4k -4,385
100 SILVERLAKE WEALTH MANAGEMENT LLC 0.24% of their portfolio WILLISTON, VT 38,73238.7k $470.6k $470.6k 0.24% Added +6.5k +6,536