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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

213 hedge funds and large institutions have $348M invested in Nuveen Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
65
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.4M
2
GC
Guggenheim Capital
Illinois
$8.35M
3
GCM
Granby Capital Management
Florida
$8.7M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.15M
5
LPL Financial
LPL Financial
California
$8.33M

Top Sellers

1
TA
Tiedemann Advisors
New York
$4.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$178K
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.15M
4
RBFC
Roman Butler Fullerton & Co
Missouri
$0
5
RJA
Raymond James & Associates
Florida
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.23M +$350K +40,272 +12%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.67M -$250K -28,765 -9%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.5M +$118K +13,561 +5%
CNBTD
29
Citizens National Bank Trust Department
Mississippi
$2.11M -$23.9K -2,750 -1%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$1.9M -$65.3K -7,500 -3%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M – – –
Ameriprise
32
Ameriprise
Minnesota
$1.52M +$249K +28,623 +20%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.51M -$9.41K -1,081 -0.6%
CA
34
Cresta Advisors
Texas
$1.28M – – –
HVIA
35
Hudson Valley Investment Advisors
New York
$1.27M -$60.9K -7,000 -5%
MC
36
Mathes Company
New York
$1.2M +$1.2M +137,500 New
KAS
37
Kestra Advisory Services
Texas
$1.18M +$204K +23,399 +21%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.15M +$1.15M +132,588 New
Osaic Holdings
39
Osaic Holdings
Arizona
$1.13M -$128K -14,668 -10%
BL
40
BFSG LLC
California
$1.1M -$51.5K -5,925 -4%
SMC
41
Smith, Moore & Co
Missouri
$1.09M +$153K +17,600 +16%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$983K -$128K -14,760 -12%
CTC
43
Central Trust Company
Missouri
$837K -$196K -22,540 -19%
DC
44
Davenport & Co
Virginia
$834K -$38.7K -4,450 -4%
EH
45
Equitable Holdings
New York
$813K -$66.7K -7,662 -8%
AFS
46
Access Financial Services
Minnesota
$800K -$109K -12,516 -12%
DI
47
Disciplined Investments
Oklahoma
$751K -$89.3K -10,267 -11%
CPC
48
Congress Park Capital
New York
$697K -$103K -11,840 -13%
BCG
49
Breakwater Capital Group
New Jersey
$662K +$529K +60,795 +398%
NA
50
NewEdge Advisors
Louisiana
$650K – – –
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