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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

240 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+13
Holders Change %
+5.73%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
62
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$76.2M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$16.8M
3
EP
3
Essential Planning
New Hampshire
$4.69M
4
1CP
4
1607 Capital Partners
Virginia
$22.8M
5
UBS Group
5
UBS Group
Switzerland
$57.1M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.39B
2
TNA
2
True North Advisors
Texas
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$1.1M
4
GCM
4
Granby Capital Management
Florida
$9.45M
5
LPL Financial
5
LPL Financial
California
$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
226
Russell Investments Group
United Kingdom
$4.94K – – –
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$4.87K – – –
MG
228
Mather Group
Illinois
$4.3K – – –
CIA
229
Cape Investment Advisory
Georgia
$4.3K – – –
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$4.3K – – –
MEG
231
Millstone Evans Group
Colorado
$4.3K +$4.3K +500 New
AIM
232
Anchor Investment Management
South Carolina
$3.71K +$26 +3 +0.7%
SWM
233
Spire Wealth Management
Virginia
$3.69K +$3.69K +430 New
LFG
234
Larson Financial Group
Missouri
$3.44K -$430 -50 -11%
AW
235
Avion Wealth
Texas
$3K – – –
GWM
236
Guardian Wealth Management
Illinois
$2.3K +$2.3K +268 New
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K +$17 +2 +0.8%
GWM
238
Geneos Wealth Management
Colorado
$1.72K +$1.72K +200 New
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$859 +$859 +100 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$9 +$9 +1 New
TNA
241
True North Advisors
Texas
– -$4.61M -510,777 Closed
BL
242
BFSG LLC
California
– -$780K -86,517 Closed
IAIM
243
International Assets Investment Management
Florida
– -$8.42K -75,916 Closed
WAM
244
Wolverine Asset Management
Illinois
– -$682K -75,623 Closed
DAS
245
Dynamic Advisor Solutions
Arizona
– -$652K -72,275 Closed
SSWM
246
Sheets Smith Wealth Management
North Carolina
– -$611K -67,742 Closed
WWM
247
Western Wealth Management
Colorado
– -$325K -36,000 Closed
WFM
248
Wolff Financial Management
Michigan
– -$319K -35,400 Closed
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
– -$276K -30,565 Closed
BA
250
Ballew Advisors
Mississippi
– -$246K -27,052 Closed
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