DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN AMT FREE MUN CR INC F (NVG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
263
Reporting holders
$421.3M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $40.0M | 3,124,143 | 0.25% | 31q | +5.5%+$2.1M |
| MORGAN STANLEY | $34.9M | 2,724,715 | 0.00% | 35q | HELD |
| Hennion & Walsh Asset Management, Inc. | $28.3M | 2,210,546 | 0.81% | 22q | +15.3%+$3.7M |
| WELLS FARGO & COMPANY/MN | $19.7M | 1,540,480 | 0.00% | 31q | +5.2%+$965.8K |
| UBS Group AG | $18.3M | 1,427,341 | 0.00% | 31q | -27.4%-$6.9M |
| BANK OF AMERICA CORP /DE/ | $18.1M | 1,415,660 | 0.00% | 31q | +12.5%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $17.9M | 1,394,899 | 0.00% | 7q | +12.1%+$1.9M |
| VAN ECK ASSOCIATES CORP | $13.5M | 1,053,650 | 0.01% | 31q | +3.5%+$452.0K |
| LPL Financial LLC | $13.4M | 1,047,504 | 0.00% | 31q | -4.1%-$574.8K |
| Artesa Financial Group, LLC | $13.4M | 1,043,497 | 11.41% | 3q | -6.3%-$903.7K |
| Advisors Asset Management, Inc. | $8.6M | 675,081 | 0.13% | 17q | -1.6%-$140.4K |
| Cornerstone Advisory, LLC | $7.9M | 619,791 | 0.66% | 31q | -2.6%-$213.5K |
| Congress Park Capital LLC | $7.7M | 598,000 | 2.07% | 18q | +2.6%+$192.0K |
| Palogic Value Management, L.P. | $7.5M | 582,064 | 1.22% | 15q | +105.1%+$3.8M |
| AMERIPRISE FINANCIAL INC | $6.7M | 525,809 | 0.00% | 31q | +19.6%+$1.1M |
| McGowan Group Asset Management, Inc. | $6.3M | 494,104 | 0.77% | 9q | HELD |
| Allianz Asset Management GmbH | $6.0M | 470,900 | 0.00% | 10q | HELD |
| ROYAL BANK OF CANADA | $6.0M | 468,779 | 0.00% | 31q | +4.4%+$254.8K |
| Left Brain Wealth Management, LLC | $5.3M | 413,881 | 1.60% | 8q | -9.1%-$532.2K |
| STIFEL FINANCIAL CORP | $5.2M | 407,028 | 0.00% | 31q | +1.4%+$70.6K |
| OSAIC HOLDINGS, INC. | $4.8M | 372,228 | 0.01% | 26q | -3.0%-$145.8K |
| LaSalle St. Investment Advisors, LLC | $4.7M | 367,589 | 0.58% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 349,927 | 0.01% | 31q | -3.7%-$170.1K |
| Kestra Advisory Services, LLC | $4.1M | 320,893 | 0.01% | 24q | +8.1%+$309.0K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 247,950 | 0.00% | 31q | +91.5%+$1.5M |
| Cetera Investment Advisers | $3.1M | 238,549 | 0.00% | 23q | +8.7%+$244.3K |
| Rockefeller Capital Management L.P. | $2.8M | 218,528 | 0.00% | 26q | -3.9%-$113.7K |
| Gould Capital, LLC | $2.6M | 202,429 | 1.44% | 19q | +6.1%+$148.4K |
| Fiera Capital Corp | $2.6M | 200,134 | 0.01% | 2q | +23.4%+$484.9K |
| J.W. COLE ADVISORS, INC. | $2.5M | 197,401 | 0.04% | new | NEW |
| Invesco Ltd. | $2.5M | 195,417 | 0.00% | 31q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $2.3M | 182,401 | 1.26% | 15q | HELD |
| Arkadios Wealth Advisors | $2.3M | 182,384 | 0.04% | 9q | +12.0%+$249.4K |
| JANE STREET GROUP, LLC | $2.3M | 176,423 | 0.00% | 5q | +4.6%+$99.9K |
| SIT INVESTMENT ASSOCIATES INC | $2.1M | 166,656 | 0.04% | 31q | -4.3%-$96.0K |
| KENNEDY INVESTMENT GROUP, INC. | $1.9M | 150,182 | 0.65% | 15q | -5.9%-$119.5K |
| NewEdge Advisors, LLC | $1.9M | 150,098 | 0.01% | 19q | +21.3%+$336.9K |
| Pallas Capital Advisors LLC | $1.8M | 144,258 | 0.06% | 14q | HELD |
| Focus Partners Wealth | $1.8M | 142,106 | 0.00% | 8q | HELD |
| CoreCap Advisors, LLC | $1.8M | 141,530 | 0.05% | 18q | +4.2%+$73.7K |
| COHEN & STEERS, INC. | $1.7M | 134,978 | 0.00% | 31q | -12.9%-$256.0K |
| PINNACLE ASSOCIATES LTD | $1.7M | 130,712 | 0.02% | 31q | +5.6%+$89.4K |
| Thrivent Financial for Lutherans | $1.7M | 129,880 | 0.00% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 128,765 | 0.00% | 15q | +5.3%+$82.5K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.6M | 128,129 | 0.31% | 11q | +4.6%+$72.6K |
| Melone Private Wealth, LLC | $1.6M | 126,739 | 0.62% | 19q | +26.5%+$340.2K |
| HARBOUR INVESTMENTS, INC. | $1.6M | 126,547 | 0.02% | 21q | HELD |
| Mariner, LLC | $1.6M | 126,445 | 0.00% | 24q | +9.8%+$144.1K |
| Tyche Wealth Partners LLC | $1.5M | 118,423 | 0.21% | 11q | -3.2%-$50.3K |
| Lido Advisors, LLC | $1.4M | 112,523 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $1.4M | 111,630 | 0.02% | 26q | +4.0%+$55.3K |
| Wealth Advisors of Tampa Bay, LLC | $1.4M | 108,375 | 0.42% | 31q | -0.7%-$9.9K |
| Private Advisor Group, LLC | $1.3M | 104,779 | 0.01% | 31q | +4.5%+$57.3K |
| Prospera Financial Services Inc | $1.3M | 103,573 | 0.02% | 20q | +33.6%+$333.2K |
| Kingsview Wealth Management, LLC | $1.3M | 103,192 | 0.02% | 6q | HELD |
| Worthington Financial Partners, LLC | $1.3M | 97,670 | 1.03% | 3q | HELD |
| CHAPIN DAVIS, INC. | $1.2M | 96,926 | 0.22% | 15q | +20.5%+$211.5K |
| &PARTNERS | $1.2M | 93,283 | 0.00% | 6q | HELD |
| Summit Trail Advisors, LLC | $1.2M | 91,694 | 0.01% | 2q | +19.4%+$190.9K |
| FSA Advisors, Inc. | $1.2M | 90,453 | 0.53% | 5q | -2.4%-$28.9K |
| Smith Asset Management Co., LLC | $1.1M | 86,848 | 0.87% | 7q | -1.0%-$11.2K |
| Capital Investment Advisors, LLC | $1.1M | 83,432 | 0.01% | 31q | -1.7%-$18.1K |
| SMITH, MOORE & CO. | $1.0M | 79,671 | 0.07% | 31q | +1.9%+$19.4K |
| Janney Montgomery Scott LLC | $992.0K | 77,493 | 0.00% | 31q | +3.9%+$36.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $967.0K | 75,547 | 0.00% | 31q | +29.1%+$217.9K |
| Whipplewood Advisors, LLC | $960.5K | 75,042 | 0.65% | 7q | +2.9%+$26.7K |
| WESBANCO BANK INC | $946.9K | 73,979 | 0.02% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $872.3K | 68,307 | 0.00% | 12q | -3.5%-$31.3K |
| Summit Financial, LLC | $805.9K | 62,668 | 0.01% | 10q | -4.8%-$40.2K |
| World Investment Advisors | $772.7K | 62,624 | 0.01% | 4q | -21.3%-$209.5K |
| Kercheville Advisors, LLC | $756.8K | 59,123 | 0.23% | 23q | -11.2%-$95.7K |
| Caldwell Trust Co | $742.8K | 58,030 | 0.06% | 27q | -4.9%-$38.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $726.5K | 56,757 | 0.01% | new | NEW |
| CIBC Bancorp USA Inc. | $704.5K | 55,040 | 0.00% | new | NEW |
| Rinkey Investments | $657.9K | 51,400 | 0.15% | 10q | +24.2%+$128.0K |
| Founders Financial Alliance, LLC | $644.4K | 50,344 | 0.09% | 16q | +1.4%+$8.7K |
| XTX Topco Ltd | $620.3K | 48,462 | 0.01% | 2q | +7.7%+$44.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $612.9K | 47,883 | 0.00% | 3q | -40.1%-$410.3K |
| Mathes Company, Inc. | $595.0K | 46,500 | 0.18% | 26q | -9.7%-$64.0K |
| Broyhill Asset Management, LLC | $593.4K | 46,362 | 0.53% | 7q | HELD |
| Oxbow Advisors, LLC | $553.5K | 43,242 | 0.04% | 11q | HELD |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $549.7K | 42,948 | 0.04% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $546.0K | 42,654 | 0.00% | 24q | -65.8%-$1.1M |
| Integrated Wealth Concepts LLC | $521.1K | 40,713 | 0.00% | 27q | +4.5%+$22.6K |
| Ranch Capital Advisors Inc. | $520.9K | 40,681 | 0.16% | 28q | -4.6%-$25.2K |
| Burford Brothers, Inc. | $483.6K | 37,778 | 0.18% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $476.6K | 37,237 | 0.00% | 11q | +31.5%+$114.1K |
| Corient Private Wealth LP | $475.4K | 37,074 | 0.00% | 5q | -13.6%-$74.9K |
| InTrack Investment Management Inc | $471.7K | 36,853 | 0.23% | 12q | HELD |
| DAVENPORT & Co LLC | $469.1K | 36,647 | 0.00% | 31q | +27.9%+$102.4K |
| Texas Capital Bank Wealth Management Services Inc | $458.8K | 35,841 | 0.02% | 27q | HELD |
| RFG Advisory, LLC | $446.7K | 34,901 | 0.01% | 30q | +19.7%+$73.4K |
| Steward Partners Investment Advisory, LLC | $440.2K | 34,392 | 0.00% | 29q | +0.5%+$2.3K |
| HOLLENCREST CAPITAL MANAGEMENT | $439.6K | 34,342 | 0.03% | 32q | -2.2%-$9.7K |
| Perennial Investment Advisors, LLC | $433.0K | 33,830 | 0.03% | 4q | +42.2%+$128.5K |
| Hirtle & Co., LLC | $431.7K | 33,727 | 0.01% | 31q | HELD |
| TRUIST FINANCIAL CORP | $428.8K | 33,498 | 0.00% | 27q | -15.4%-$78.3K |
| LANARK FINANCIAL, INC. | $427.0K | 33,362 | 0.03% | 12q | +7.5%+$29.6K |
| Allworth Financial LP | $424.0K | 33,128 | 0.00% | 8q | -4.4%-$19.6K |
| Wealthcare Advisory Partners LLC | $423.5K | 33,087 | 0.01% | 22q | -5.6%-$24.9K |
Showing the largest 100 of 263 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 89 | $72.0M | 6,781,109 | 6 | 21 | 18 | 0.0% |
| Q2 2026 | 263 | $421.3M | 32,911,914 | 32 | 68 | 53 | 0.0% |
| Q1 2026 | 258 | $395.3M | 32,052,619 | 31 | 63 | 65 | 0.0% |
| Q4 2025 | 256 | $411.1M | 32,481,311 | 20 | 78 | 51 | 0.0% |
| Q3 2025 | 252 | $401.1M | 32,644,547 | 19 | 70 | 59 | 0.0% |
| Q2 2025 | 260 | $430.6M | 36,095,472 | 26 | 66 | 64 | 0.0% |
| Q1 2025 | 258 | $458.1M | 37,027,519 | 22 | 66 | 57 | 0.0% |
| Q4 2024 | 278 | $477.4M | 38,897,344 | 31 | 65 | 72 | 0.0% |
| Q3 2024 | 251 | $520.7M | 38,643,274 | 35 | 73 | 50 | 0.0% |
| Q2 2024 | 245 | $525.9M | 42,217,868 | 22 | 66 | 72 | 0.0% |
| Q1 2024 | 253 | $605.5M | 49,623,522 | 27 | 69 | 71 | 0.0% |
| Q4 2023 | 256 | $560.3M | 47,246,115 | 41 | 54 | 79 | 0.0% |
| Q3 2023 | 238 | $425.7M | 41,233,262 | 17 | 62 | 84 | 0.0% |
| Q2 2023 | 241 | $436.6M | 37,305,943 | 19 | 74 | 55 | 0.0% |
| Q1 2023 | 249 | $390.7M | 33,165,329 | 33 | 63 | 61 | 0.0% |
| Q4 2022 | 246 | $363.7M | 29,930,284 | 41 | 49 | 82 | 0.0% |
| Q3 2022 | 235 | $2.0B | 173,555,153 | 17 | 52 | 68 | 0.0% |
| Q2 2022 | 252 | $2.8B | 214,501,588 | 29 | 67 | 73 | 0.0% |
| Q1 2022 | 253 | $4.3B | 293,978,354 | 27 | 67 | 54 | 0.0% |
| Q4 2021 | 265 | $5.8B | 324,765,473 | 26 | 81 | 34 | 0.0% |
| Q3 2021 | 244 | $4.9B | 287,842,979 | 17 | 75 | 38 | 0.0% |
| Q2 2021 | 250 | $2.3B | 127,171,067 | 23 | 66 | 50 | 0.0% |
| Q1 2021 | 240 | $2.2B | 129,119,988 | 19 | 71 | 52 | 0.0% |
| Q4 2020 | 243 | $2.4B | 142,211,419 | 28 | 59 | 48 | 0.0% |
| Q3 2020 | 218 | $2.6B | 166,512,919 | 17 | 45 | 48 | 0.0% |
| Q2 2020 | 218 | $3.1B | 200,412,988 | 21 | 56 | 46 | 0.0% |
| Q1 2020 | 220 | $2.8B | 191,435,902 | 31 | 54 | 50 | 0.0% |
| Q4 2019 | 217 | $2.6B | 156,223,533 | 27 | 60 | 30 | 0.0% |
| Q3 2019 | 185 | $2.3B | 134,409,615 | 12 | 43 | 39 | 0.0% |
| Q2 2019 | 188 | $1.2B | 73,232,495 | 18 | 50 | 39 | 0.0% |
| Q1 2019 | 189 | $1.0B | 68,683,427 | 19 | 37 | 52 | 0.0% |
| Q4 2018 | 189 | $673.7M | 48,215,133 | 3 | 3 | 4 | 0.0% |