• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Nuveen AMT-Free Municipal Value Fund

    2/14/23 4:17:38 PM ET
    $NUW
    Investment Managers
    Finance
    Get the next $NUW alert in real time by email
    SC 13G 1 karpus-sch13g_18686f.htm KARPUS INVESTMENT MGT / NUVEEN AMT-FREE MUNICIPAL - SCHEDULE 13G

     

      

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

     

    SCHEDULE 13G

    Under the Securities Exchange Act of 1934

    (Amendment No.     ) *

     

     

    Nuveen AMT-Free Municipal Value Fund 

    (Name of Issuer)

       

    Common

     

    (Title of Class of Securities)

      

    670695105

     

    (CUSIP Number)

      

    December 31, 2022

     

    (Date of Event Which Requires Filing of This Statement)

     

     

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☒   Rule 13d-1(b)

    ☐   Rule 13d-1(c)

    ☐   Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     
     

    CUSIP No.  670695105

    13G Page 2 of 5 Pages    

    1.  

    NAME OF REPORTING PERSON(S)

     

    Karpus Investment Management

     

       
    2.  

    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

     

     

     

     

    (a) ☐

    (b) ☒

    3.  

    SEC USE ONLY

     

     

     

       
    4.  

    CITIZENSHIP OR PLACE OF ORGANIZATION

     

    New York 

      

       
    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY EACH
    REPORTING
    PERSON WITH
     

     5.

     

    SOLE VOTING POWER

     

    1,125,160 Shares

     

      6.  

    SHARED VOTING POWER

     

    0 Shares

     

      7.  

    SOLE DISPOSITIVE POWER

     

    1,125,160 Shares

     

      8.  

    SHARED DISPOSITIVE POWER

     

    0 Shares

     

    9.  

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

     

    1,125,160 Shares

     

       
    10.  

    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

     

     

     

       ☐
    11.  

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

      

    6.27%

     

       

     12.

     

    TYPE OF REPORTING PERSON

       

    IA

     

       

     

     
     

    CUSIP No.  670695105

    13G Page 3 of 5 Pages    

     

     

    Item 1(a). Name of Issuer:

     

    Nuveen AMT-Free Municipal Value Fund

     

     

     

    Item 1(b). Address of Issuer's Principal Executive Offices:

     

    Nuveen Funds, 333 West Wacker Drive, Chicago, IL 60606

     

     

     

    Item 2(a). Name of Person Filing:

     

    This statement is being filed by Karpus Management, Inc., d/b/a Karpus Investment Management (“Karpus” or the “Reporting Person”). Karpus is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940. Karpus is controlled by City of London Investment Group plc (“CLIG”), which is listed on the London Stock Exchange. However, in accordance with SEC Release No. 34-39538 (January 12, 1998), effective informational barriers have been established between Karpus and CLIG such that voting and investment power over the subject securities is exercised by Karpus independently of CLIG, and, accordingly, attribution of beneficial ownership is not required between Karpus and CLIG.

     

    The Shares to which this Schedule 13G relates are owned directly by the accounts managed by Karpus.

     

     

     

    Item 2(b). Address of Principal Business Office or, if none, Residence:

     

    183 Sully's Trail, Pittsford, New York 14534.

     

     

     

    Item 2(c). Citizenship:

     

    The members of the Karpus Management Committee are US citizens. Karpus is a New York corporation.

     

     

     

    Item 2(d). Title of Class of Securities.

     

    Common

     

     

     

    Item 2(e). CUSIP Number.

     

    670695105

     

     

      

    Item 3. If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:

     

    (a)  ☐ Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o);

     

    (b)  ☐ Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
     
    (c)  ☐ Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
     
    (d)  ☐ Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
     
    (e)  ☒ An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);
     
    (f)  ☐ An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);
     
    (g)  ☐ A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G);
     
    (h)  ☐ A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
     
    (i)  ☐

    A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

     

      (j) ☐  A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J);
     
    (k)  ☐ Group, in accordance with §240.13d-1(b)(1)(ii)(K).

     
     

    CUSIP No.  670695105

    13G Page 4 of 5 Pages    

     

     

    Item 4. Ownership:

     

    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

    (a)       Amount beneficially owned:   1,125,160

    (b)       Percent of Class:   6.27%

    (c)       Number of shares as to which such person has:

    (i)     Sole power to vote or direct the vote:    1,125,160

    (ii)    Shared power to vote or direct the vote:     0

    (iii)   Sole power to dispose or to direct the disposition of:    1,125,160

    (iv)   Shared power to dispose or to direct the disposition of:     0

     

     

     

    Item 5. Ownership of Five Percent or Less of a Class.

    If this statement is being filed to report the fact that as of the date herof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following:   ☐

     

      

    Item 6. Ownership of More than Five Percent on Behalf of Another Person.

     

    Not applicable.

     

     

     

    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security being Reported on by the Parent Holding Company.

     

    Not applicable.

     

     

     

    Item 8. Identification and Classification of Members of the Group.

     

    Not applicable.

     

     

     

    Item 9. Notice of Dissolution of Group.

     

    Not applicable.

     

     

     

    Item 10. Certification.

     

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

     

     
     

    CUSIP No.  670695105

    13G Page 5 of 5 Pages    

     

     

    SIGNATURES

    After reasonable inquiry and to the best of his knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.

     

    Dated:                February 14, 2023

     

     
    KARPUS MANAGEMENT, INC.

     
           
    By:
    /s/ Jodi L.Hedberg  
        Name:  Jodi L. Hedberg  
        Title:    Chief Compliance Officer  
           

     

     

     

     

     

     

     

     

     

     

     

     

     

    Get the next $NUW alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $NUW

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $NUW
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Nuveen Formalizes Co-PM Structure Across Municipal Platform

      Deep Bench Ensures Continuity of Long-Standing Team-Based Approach to Investing NEW YORK, Oct. 13, 2023 /PRNewswire/ -- Aligned with the firm's proud heritage and culture of taking a team-based approach to investing, Nuveen, the investment manager of TIAA, is formalizing a co-portfolio manager structure across its municipal platform, naming additional managers to 27 mutual funds and 24 closed-ends funds. These strategies account for $52 billion out of the firm's $188 billion1 municipal assets under management. The key tenets of the team's proven investment and research processes remain unchanged.  

      10/13/23 7:30:00 AM ET
      $NAC
      $NAD
      $NAN
      $NAZ
      Investment Managers
      Finance
      Finance/Investors Services
      Trusts Except Educational Religious and Charitable
    • Nuveen Closed-End Funds Declare Distributions

      Regular Monthly Tax-Exempt and Taxable Fund Distributions Eight Funds Declare Monthly Level Distributions Three Funds Declare Monthly Managed Distributions Seven Funds Declare Quarterly Managed Distributions As previously announced, the Board of Trustees of Nuveen Intermediate Duration Municipal Term Fund (NYSE:NID) has approved the liquidation of the fund upon the fund's originally scheduled termination date. NID intends to liquidate on or before March 31, 2023. The fund will not declare its regular monthly income distribution in March 2023 and expects to include any remaining undistributed net investment income with the fund's final liquidating distribution. The fund anticipates

      3/1/23 4:15:00 PM ET
      $NID
      $NMI
      $NUV
      $NUW
      Finance Companies
      Finance
      Trusts Except Educational Religious and Charitable
      Investment Managers
    • Seven Nuveen Closed-End Funds Declare Capital Gains

      Several Nuveen closed-end funds have declared additional cash distributions with the record, ex-dividend and payable date outlined below. The following dates apply to today's distribution declarations: Record Date December 15, 2021 Ex-Dividend Date December 14, 2021 Payable Date December 31, 2021 Taxable Amount Per Share Short Term Long-Term Capital Gain Capital Gain Ticker Exchange Closed-End Funds     NUO NYSE Nuveen Ohio Quality Municipal Income Fund - $0.0250 NIM NYSE Nuveen Select Maturities Municipal Fund - $0.0008 NXC NYSE Nuveen California Select Tax-Free I

      12/1/21 5:40:00 PM ET
      $NEV
      $NIM
      $NMI
      $NUO
      Trusts Except Educational Religious and Charitable
      Finance
      Finance/Investors Services
      Investment Managers

    $NUW
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Nuveen AMT-Free Municipal Value Fund

      SC 13G/A - Nuveen AMT-Free Municipal Value Fund (0001450445) (Subject)

      11/14/24 11:01:20 AM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form SC 13G/A filed by Nuveen AMT-Free Municipal Value Fund (Amendment)

      SC 13G/A - Nuveen AMT-Free Municipal Value Fund (0001450445) (Subject)

      2/13/24 4:15:26 PM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form SC 13G/A filed by Nuveen AMT-Free Municipal Value Fund (Amendment)

      SC 13G/A - Nuveen AMT-Free Municipal Value Fund (0001450445) (Subject)

      2/8/24 1:49:02 PM ET
      $NUW
      Investment Managers
      Finance

    $NUW
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 3 filed by new insider Cardella Marc

      3 - Nuveen AMT-Free Municipal Value Fund (0001450445) (Issuer)

      12/2/24 2:47:04 PM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form 3 filed by new insider Ramsay Mary Beth

      3 - Nuveen AMT-Free Municipal Value Fund (0001450445) (Issuer)

      3/11/24 9:05:34 AM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form 3 filed by new insider Nelson James N Iii

      3 - Nuveen AMT-Free Municipal Value Fund (0001450445) (Issuer)

      3/8/24 10:01:54 AM ET
      $NUW
      Investment Managers
      Finance

    $NUW
    Financials

    Live finance-specific insights

    See more
    • Nuveen Closed-End Funds Declare Distributions

      Regular Monthly Tax-Exempt and Taxable Fund Distributions Eight Funds Declare Monthly Level Distributions Three Funds Declare Monthly Managed Distributions Seven Funds Declare Quarterly Managed Distributions As previously announced, the Board of Trustees of Nuveen Intermediate Duration Municipal Term Fund (NYSE:NID) has approved the liquidation of the fund upon the fund's originally scheduled termination date. NID intends to liquidate on or before March 31, 2023. The fund will not declare its regular monthly income distribution in March 2023 and expects to include any remaining undistributed net investment income with the fund's final liquidating distribution. The fund anticipates

      3/1/23 4:15:00 PM ET
      $NID
      $NMI
      $NUV
      $NUW
      Finance Companies
      Finance
      Trusts Except Educational Religious and Charitable
      Investment Managers
    • Seven Nuveen Closed-End Funds Declare Capital Gains

      Several Nuveen closed-end funds have declared additional cash distributions with the record, ex-dividend and payable date outlined below. The following dates apply to today's distribution declarations: Record Date December 15, 2021 Ex-Dividend Date December 14, 2021 Payable Date December 31, 2021 Taxable Amount Per Share Short Term Long-Term Capital Gain Capital Gain Ticker Exchange Closed-End Funds     NUO NYSE Nuveen Ohio Quality Municipal Income Fund - $0.0250 NIM NYSE Nuveen Select Maturities Municipal Fund - $0.0008 NXC NYSE Nuveen California Select Tax-Free I

      12/1/21 5:40:00 PM ET
      $NEV
      $NIM
      $NMI
      $NUO
      Trusts Except Educational Religious and Charitable
      Finance
      Finance/Investors Services
      Investment Managers
    • Nuveen Closed-End Funds Declare Post-Reorganization Distributions

      NEW YORK--(BUSINESS WIRE)--Nuveen today announced that the Nuveen AMT-Free Municipal Value Fund (NYSE: NUW) and the Nuveen California Municipal Value Fund (NYSE: NCA) have each declared a post-reorganization distribution. The distributions follow the pre-reorganization distribution, announced on February 23, 2021. The following dates apply to today's post-reorganization distribution declaration: Record Date March 18, 2021 Ex-Dividend Date March 17, 2021 Payable Date April 1, 2021 Per Share Distribution Ticker Exchange Fund Name Tax-Exempt Income NUW NYSE Nuveen AMT-Free Municipal Value Fund $0.0362 NCA

      3/8/21 4:15:00 PM ET
      $NUW
      $NCA
      Investment Managers
      Finance

    $NUW
    SEC Filings

    See more
    • Amendment: SEC Form SCHEDULE 13G/A filed by Nuveen AMT-Free Municipal Value Fund

      SCHEDULE 13G/A - Nuveen AMT-Free Municipal Value Fund (0001450445) (Subject)

      2/13/25 4:12:31 PM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form N-CEN filed by Nuveen AMT-Free Municipal Value Fund

      N-CEN - Nuveen AMT-Free Municipal Value Fund (0001450445) (Filer)

      1/14/25 10:02:12 AM ET
      $NUW
      Investment Managers
      Finance
    • SEC Form N-CSR filed by Nuveen AMT-Free Municipal Value Fund

      N-CSR - Nuveen AMT-Free Municipal Value Fund (0001450445) (Filer)

      1/6/25 5:08:04 PM ET
      $NUW
      Investment Managers
      Finance