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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
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 -$51 – 1499
2014
Q4 		$51 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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

B. Riley Wealth Advisors's NUV Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Nuveen Municipal Value Fund (NUV) stake by 7.4% in Q4 2024, selling an estimated $47.3K and leaving 66,700 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #646.

B. Riley Wealth Advisors first reported a position in NUV in Q2 2013 and has held it in 17 quarters since. The position peaked at $652K in Q3 2024. 242 funds tracked by Wall St. Rank hold NUV as of Q4 2024.

  • B. Riley Wealth Advisors held 66,700 shares of Nuveen Municipal Value Fund worth $573K as of Q4 2024.
  • B. Riley Wealth Advisors sold 5,320 Nuveen Municipal Value Fund shares in Q4 2024, an estimated $47.3K.
  • Nuveen Municipal Value Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #646 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Nuveen Municipal Value Fund position peaked at $652K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.