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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $339M invested in Nuveen Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
65
Reduced
60
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.3M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.2M
4
CA
4
Cresta Advisors
Texas
$1.29M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$35.1M
2
RVPG
2
Relative Value Partners Group
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$602K -$20.3K -2,304 -3%
SKK
52
Shepherd Kaplan Krochuk
Massachusetts
$591K -$14.9K -1,686 -2%
Brown Advisory
53
Brown Advisory
Maryland
$539K – – –
WCM
54
WealthBridge Capital Management
Ohio
$538K +$996 +113 +0.2%
OIA
55
OneDigital Investment Advisors
Kansas
$535K -$11.7K -1,331 -2%
BA
56
Ballew Advisors
Mississippi
$521K – – –
First Trust Advisors
57
First Trust Advisors
Illinois
$502K +$5.24K +595 +1%
JIR
58
James Investment Research
Ohio
$494K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$481K -$147K -16,632 -23%
DWM
60
Dakota Wealth Management
Florida
$459K -$3.37K -383 -0.7%
WSCM
61
Wellington Shields Capital Management
New York
$441K – – –
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$438K +$7.81K +886 +2%
VWA
63
V Wealth Advisors
Kansas
$431K +$167K +18,900 +63%
AWS
64
Atria Wealth Solutions
New York
$429K – – –
RBFC
65
Roman Butler Fullerton & Co
Missouri
$394K +$70.2K +8,000 +22%
PA
66
PFG Advisors
Arizona
$386K +$209K +23,700 +118%
MWM
67
Melfa Wealth Management
Massachusetts
$379K -$20.5K -2,331 -5%
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$379K -$206K -23,429 -35%
CFB
69
Cullen/Frost Bankers
Texas
$377K -$22K -2,500 -6%
NGA
70
Naples Global Advisors
Florida
$374K +$374K +42,300 New
HIA
71
Harbor Investment Advisory
Maryland
$371K +$147K +16,667 +66%
FAG
72
Fortitude Advisory Group
Washington
$361K – – –
CIA
73
Capital Investment Advisors
Georgia
$349K – – –
WWM
74
Western Wealth Management
Colorado
$345K – – –
LNB
75
Ledyard National Bank
$342K – – –
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3
4 5