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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 %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$783K +$45.9K +4,061 +6%
PG
52
Patten Group
Tennessee
$782K +$86.4K +7,632 +12%
PA
53
PFG Advisors
Arizona
$753K +$426K +37,620 +130%
HI
54
Harbour Investments
Wisconsin
$689K +$240K +21,190 +53%
WS
55
Wedbush Securities
California
$688K -$6.9K -610 -1%
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$679K -$12.2M -1,077,066 -95%
OIA
57
OneDigital Investment Advisors
Kansas
$626K +$68.5K +6,046 +12%
MC
58
Moors & Cabot
Massachusetts
$616K +$357K +31,525 +138%
AHC
59
Adell Harriman & Carpenter
Texas
$600K +$600K +53,000 New
SWP
60
Stratos Wealth Partners
Ohio
$593K -$17.6K -1,557 -3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$539K -$9.03K -799 -2%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$497K +$238K +21,050 +92%
WAM
63
Weatherly Asset Management
California
$477K +$477K +42,174 New
CFB
64
Cullen/Frost Bankers
Texas
$474K -$108K -9,534 -19%
FPCM
65
Financial Partners Capital Management
New York
$468K -$50.8K -4,485 -10%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$466K -$48.4K -4,279 -9%
LNB
67
Ledyard National Bank
$463K – – –
GWM
68
Greenwich Wealth Management
Connecticut
$438K -$37.3K -3,296 -8%
CIA
69
Capital Investment Advisors
Georgia
$438K +$192 +17 +0%
BAM
70
Belpointe Asset Management
Nevada
$429K – – –
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$428K +$2.83K +250 +0.7%
BRWA
72
B. Riley Wealth Advisors
Florida
$427K +$54.2K +4,775 +15%
NL
73
NVWM LLC
Pennsylvania
$425K – – –
EWM
74
Endurance Wealth Management
Rhode Island
$423K – – –
DI
75
Disciplined Investments
Oklahoma
$422K +$1.34K +118 +0.3%
1 2
3
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