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B. Riley Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

B. Riley Wealth Advisors’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-66,700
Closed -$585K – 1277
2025
Q1 		$585K Hold
66,700
– – 0.02% 701
2024
Q4 		$573K Sell
66,700
-5,320
-7% -$47.3K 0.02% 646
2024
Q3 		$652K Buy
72,020
+30,704
+74% +$271K 0.02% 647
2024
Q2 		$358K Buy
+41,316
New +$353K 0.01% 948
2022
Q4 		– Sell
-22,236
Closed -$189K – 1559
2022
Q3 		$189K Buy
22,236
+7,138
+47% +$64.1K 0.01% 1240
2022
Q2 		$135K Sell
15,098
-18,809
-55% -$170K 0.01% 1094
2022
Q1 		$325K Buy
33,907
+46
+0.1% +$452 0.01% 971
2021
Q4 		$352K Sell
33,861
-3,790
-10% -$41.2K 0.01% 987
2021
Q3 		$427K Buy
37,651
+4,775
+15% +$55.5K 0.01% 859
2021
Q2 		$380K Sell
32,876
-1,171
-3% -$13.3K 0.01% 903
2021
Q1 		$380K Buy
+34,047
New +$380K 0.01% 868
2015
Q1 		– Sell
-5,316
Closed -$51K – 1499
2014
Q4 		$51K Sell
5,316
-7,157
-57% -$68.5K ﹤0.01% 2083
2014
Q3 		$117K Sell
12,473
-2,366
-16% -$22.3K 0.03% 570
2014
Q2 		$143K Sell
14,839
-1,267
-8% -$12.2K 0.03% 584
2014
Q1 		$152K Sell
16,106
-5,478
-25% -$51.5K 0.05% 480
2013
Q4 		$195K Sell
21,584
-5,351
-20% -$47.9K 0.06% 356
2013
Q3 		$246K Sell
26,935
-5,770
-18% -$52.6K 0.08% 269
2013
Q2 		$313K Buy
+32,705
New +$330K 0.11% 220

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's NUV Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q2 2025, closing a stake of 66,700 shares — an estimated $585K sold.

B. Riley Wealth Advisors first reported a position in NUV in Q2 2013 and held it in 18 quarters. The position peaked at $652K in Q3 2024. 230 funds tracked by Wall St. Rank hold NUV as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 66,700 Nuveen Municipal Value Fund shares in Q2 2025, an estimated $585K.
  • B. Riley Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Nuveen Municipal Value Fund position peaked at $652K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.