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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

211 hedge funds and large institutions have $322M invested in Nuveen Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
68
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.18M
3
AHC
3
Adell Harriman & Carpenter
Texas
$600K
4
WAM
4
Weatherly Asset Management
California
$477K
5
PA
5
PFG Advisors
Arizona
$753K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$679K
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4M
3
Creative Planning
3
Creative Planning
Kansas
$1.37M
4
CPC
4
Congress Park Capital
New York
$113K
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.13M +$12.4K +1,094 +0.6%
HWM
27
Howard Wealth Management
Connecticut
$2.04M +$153K +13,515 +8%
HVIA
28
Hudson Valley Investment Advisors
New York
$1.87M +$88.3K +7,800 +5%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.82M -$312K -27,551 -15%
EH
30
Equitable Holdings
New York
$1.81M +$219K +19,330 +14%
CTC
31
Central Trust Company
Missouri
$1.75M +$58.9K +5,200 +3%
GC
32
Guggenheim Capital
Illinois
$1.66M -$69.4K -6,128 -4%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.59M +$175K +15,443 +12%
CNBTD
34
Citizens National Bank Trust Department
Mississippi
$1.54M -$48.1K -4,250 -3%
DHFB
35
Dixon Hubard Feinour & Brown
Virginia
$1.43M – – –
Creative Planning
36
Creative Planning
Kansas
$1.37M -$780K -68,918 -36%
DC
37
Davenport & Co
Virginia
$1.33M +$91.7K +8,100 +7%
BA
38
Ballew Advisors
Mississippi
$1.31M -$9.75K -842 -0.7%
SPIA
39
Steward Partners Investment Advisory
New York
$1.3M -$6.34K -560 -0.5%
KAS
40
Kestra Advisory Services
Texas
$1.3M +$95K +8,393 +8%
Ameriprise
41
Ameriprise
Minnesota
$1.3M +$4.68K +413 +0.4%
HH
42
Hilltop Holdings
Texas
$1.22M -$79.9K -7,059 -6%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.17M -$181K -16,000 -13%
MC
44
Mathes Company
New York
$1.16M – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.05M +$18.7K +1,653 +2%
WCM
46
WealthBridge Capital Management
Ohio
$1.04M +$12.7K +1,119 +1%
JIR
47
James Investment Research
Ohio
$874K +$56.6K +5,000 +7%
PWW
48
Pettyjohn Wood & White
Virginia
$861K +$30.9K +2,730 +4%
WA
49
Winfield Associates
Ohio
$851K +$5.66K +500 +0.7%
SKK
50
Shepherd Kaplan Krochuk
Massachusetts
$813K -$372K -32,855 -31%
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