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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

225 hedge funds and large institutions have $444M invested in Nuveen Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
61
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
RCM
2
Rivernorth Capital Management
Florida
$57.1M
3
UBS Group
3
UBS Group
Switzerland
$48.2M
4
RVPG
4
Relative Value Partners Group
$7.42M
5
PFS
5
Prospera Financial Services
Texas
$4.05M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$14.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$120K
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M
4
BHWM
4
Bar Harbor Wealth Management
New Hampshire
$4.96M
5
Bank of America
5
Bank of America
North Carolina
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Clearstead Advisors
Ohio
$1.72K -$3.44K -400 -67%
CFB
227
Cullen/Frost Bankers
Texas
– -$434K -52,500 Closed
DLCIG
228
D.L. Carlson Investment Group
New Hampshire
– -$351K -42,483 Closed
AWM
229
Aries Wealth Management
Maine
– -$245K -30,000 Closed
RC
230
Roundview Capital
New Jersey
– -$213K -25,824 Closed
JIC
231
Joel Isaacson & Co
New York
– -$207K -25,000 Closed
MPW
232
Melone Private Wealth
Michigan
– -$184K -22,275 Closed
PI
233
PFG Investments
New York
– -$179K -21,693 Closed
TJHA
234
Thomas J. Herzfeld Advisors
Florida
– -$170K -20,630 Closed
JPMorgan Chase & Co
235
JPMorgan Chase & Co
New York
– -$146K -17,698 Closed
VFA
236
Valeo Financial Advisors
Indiana
– -$132K -16,025 Closed
SWP
237
Stratos Wealth Partners
Ohio
– -$129K -15,560 Closed
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
– -$124K -14,992 Closed
OAM
239
Occidental Asset Management
California
– -$122K -14,815 Closed
FPAS
240
Focus Partners Advisor Solutions
Missouri
– -$122K -14,751 Closed
AWM
241
Accel Wealth Management
Iowa
– -$117K -14,169 Closed
PAG
242
Private Advisor Group
New Jersey
– -$107K -12,985 Closed
MA
243
Mutual Advisors
Nebraska
– -$99.5K -12,042 Closed
BPA
244
Beacon Pointe Advisors
California
– -$96.7K -11,711 Closed
AAS
245
Avantax Advisory Services
Texas
– -$95.9K -11,607 Closed
GT
246
Glenview Trust
Kentucky
– -$91.1K -11,030 Closed
ATPW
247
Ashton Thomas Private Wealth
Arizona
– -$83.9K -10,161 Closed
RCM
248
Radnor Capital Management
Pennsylvania
– -$83K -10,000 Closed
WTC
249
WhitTier Trust Company
Nevada
– -$31.9K -3,859 Closed
PMFA
250
Plante Moran Financial Advisors
Michigan
– -$20.9K -2,527 Closed
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