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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

216 hedge funds and large institutions have $352M invested in Nuveen Municipal Value Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
67
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$41.8M
2
TIM
Tortoise Investment Management
New York
$10.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.52M
4
VanEck Associates
VanEck Associates
New York
$10.5M
5
UBS Group
UBS Group
Switzerland
$36.3M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.09M
2
BlackRock
BlackRock
New York
$1.58M
3
Morgan Stanley
Morgan Stanley
New York
$37M
4
Bank of America
Bank of America
North Carolina
$9.43M
5
BHWM
Bar Harbor Wealth Management
New Hampshire
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.76M -$305K -36,891 -10%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.48M -$55.1K -6,674 -2%
CNBTD
28
Citizens National Bank Trust Department
Mississippi
$1.93M -$66.1K -8,000 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.62M +$189K +22,793 +13%
BlackRock
30
BlackRock
New York
$1.58M -$1.58M -191,068 -50%
Ameriprise
31
Ameriprise
Minnesota
$1.52M +$83.8K +10,150 +6%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$1.39M -$425K -50,990 -23%
CA
33
Cresta Advisors
Texas
$1.21M – – –
KAS
34
Kestra Advisory Services
Texas
$1.19M +$65.6K +7,946 +6%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.17M +$104K +12,635 +10%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M -$460K -55,717 -28%
HVIA
37
Hudson Valley Investment Advisors
New York
$1.16M -$40.1K -4,850 -3%
MC
38
Mathes Company
New York
$1.14M – – –
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$1.08M -$12.3K -1,487 -1%
SMC
40
Smith, Moore & Co
Missouri
$1.04M +$10.9K +1,325 +1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$998K +$64.7K +7,841 +7%
BL
42
BFSG LLC
California
$894K -$146K -17,670 -14%
DC
43
Davenport & Co
Virginia
$807K +$14.5K +1,750 +2%
EH
44
Equitable Holdings
New York
$784K +$12.3K +1,490 +2%
RBFC
45
Roman Butler Fullerton & Co
Missouri
$776K +$776K +94,346 New
AFS
46
Access Financial Services
Minnesota
$759K – – –
DI
47
Disciplined Investments
Oklahoma
$657K -$55.5K -6,722 -8%
Mariner
48
Mariner
Kansas
$655K +$440K +53,280 +205%
PFA
49
Pathway Financial Advisers
Indiana
$627K +$627K +75,932 New
CPC
50
Congress Park Capital
New York
$621K -$41.3K -5,000 -6%
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