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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.42M +$549K +63,783 +19%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$2.2M -$384K -44,684 -15%
WCMNY
28
Westchester Capital Management (New York)
New York
$1.85M +$1.85M +215,398 New
COLIM
29
City of London Investment Management
United Kingdom
$1.84M +$1.84M +213,643 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$1.77M +$640K +74,411 +57%
MFIM
31
Mesirow Financial Investment Management
Illinois
$1.71M +$1.71M +198,723 New
HighTower Advisors
32
HighTower Advisors
Illinois
$1.7M +$3.94K +457 +0.2%
Ameriprise
33
Ameriprise
Minnesota
$1.67M +$71.6K +8,231 +4%
CNBTD
34
Citizens National Bank Trust Department
Mississippi
$1.65M -$368K -42,750 -18%
BlackRock
35
BlackRock
New York
$1.64M – – –
CPC
36
Congress Park Capital
New York
$1.53M +$885K +102,882 +137%
CC
37
Centiva Capital
New York
$1.47M +$1.47M +170,578 New
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$1.34M -$96.3K -11,200 -7%
CA
39
Cresta Advisors
Texas
$1.26M – – –
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M -$1.97M -228,750 -61%
PFA
41
Pettinga Financial Advisors
Indiana
$1.15M +$1.15M +134,150 New
MC
42
Mathes Company
New York
$1.14M -$43K -5,000 -4%
KAS
43
Kestra Advisory Services
Texas
$1.13M -$112K -13,046 -9%
SMC
44
Smith, Moore & Co
Missouri
$1.11M +$25.2K +2,934 +2%
HVIA
45
Hudson Valley Investment Advisors
New York
$1.07M -$159K -18,300 -13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.05M +$12.4K +1,445 +1%
BL
47
BFSG LLC
California
$1.04M +$108K +12,572 +12%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.02M -$204K -23,693 -17%
LCM
49
Landscape Capital Management
New Jersey
$949K +$949K +110,391 New
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$940K -$277K -32,260 -23%
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