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Nuveen Municipal Value Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$635K +$24.9K +2,857 +4%
HIA
52
Harbor Investment Advisory
Maryland
$601K +$235K +27,000 +64%
PWP
53
Private Wealth Partners
California
$585K -$188K -21,600 -24%
SKK
54
Shepherd Kaplan Krochuk
Massachusetts
$584K
Brown Advisory
55
Brown Advisory
Maryland
$532K
WCM
56
WealthBridge Capital Management
Ohio
$532K +$1K +115 +0.2%
OIA
57
OneDigital Investment Advisors
Kansas
$528K
HH
58
Hilltop Holdings
Texas
$521K -$73.2K -8,409 -12%
BA
59
Ballew Advisors
Mississippi
$515K
SPIA
60
Steward Partners Investment Advisory
New York
$477K +$1.37K +157 +0.3%
SWM
61
SeaCrest Wealth Management
New York
$472K +$165K +18,957 +54%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$450K +$450K +51,756 New
DWM
63
Dakota Wealth Management
Florida
$447K -$6.67K -767 -1%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$438K +$5.23K +601 +1%
WSCM
65
Wellington Shields Capital Management
New York
$435K
VWA
66
V Wealth Advisors
Kansas
$434K +$7.83K +900 +2%
First Trust Advisors
67
First Trust Advisors
Illinois
$433K -$62.8K -7,216 -13%
AWS
68
Atria Wealth Solutions
New York
$424K
JIR
69
James Investment Research
Ohio
$419K -$69K -7,935 -14%
DLCIG
70
D.L. Carlson Investment Group
New Hampshire
$403K +$403K +46,349 New
DWP
71
Daymark Wealth Partners
Ohio
$394K +$394K +45,260 New
CFB
72
Cullen/Frost Bankers
Texas
$390K +$17.4K +2,000 +5%
MWM
73
Melfa Wealth Management
Massachusetts
$375K +$583 +67 +0.2%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$374K
NGA
75
Naples Global Advisors
Florida
$369K