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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $401M invested in Nuveen Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
57
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$56M
2
TIM
Tortoise Investment Management
New York
$17.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.9M
4
NMC
Nine Masts Capital
Hong Kong
$1.57M
5
Wells Fargo
Wells Fargo
California
$10M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Stifel Financial
Stifel Financial
Missouri
$4.42M
3
AG
AlTi Global
New York
$1.77M
4
GAA
Global Assets Advisory
Florida
$0
5
BHWM
Bar Harbor Wealth Management
New Hampshire
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$797K +$240K +27,759 +43%
SPIA
52
Steward Partners Investment Advisory
New York
$779K +$196K +22,675 +34%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$777K +$777K +90,001 New
SA
54
Sanctuary Advisors
Indiana
$753K +$753K +89,066 New
DAS
55
Dynamic Advisor Solutions
Arizona
$714K -$4.32K -500 -0.6%
EH
56
Equitable Holdings
New York
$669K -$6.11K -708 -0.9%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$651K +$651K +75,442 New
LSC
58
Logan Stone Capital
Illinois
$584K +$584K +67,666 New
Osaic Holdings
59
Osaic Holdings
Arizona
$579K -$306K -35,456 -35%
SKK
60
Shepherd Kaplan Krochuk
Massachusetts
$530K – – –
OIA
61
OneDigital Investment Advisors
Kansas
$530K -$24.4K -2,827 -4%
HH
62
Hilltop Holdings
Texas
$526K +$3.46K +401 +0.7%
WWA
63
WCG Wealth Advisors
Nevada
$525K – – –
PFA
64
Pathway Financial Advisers
Indiana
$518K -$9.35K -1,084 -2%
ACA
65
Ackerman Capital Advisors
Texas
$490K +$490K +56,729 New
OIA
66
Optimum Investment Advisors
Illinois
$485K -$15.3K -1,772 -3%
Mariner
67
Mariner
Kansas
$479K -$2.16K -250 -0.4%
DI
68
Disciplined Investments
Oklahoma
$473K +$34.2K +3,960 +8%
HAM
69
Harmony Asset Management
Arizona
$472K -$3.67K -425 -0.8%
JIR
70
James Investment Research
Ohio
$467K – – –
DC
71
Davenport & Co
Virginia
$453K -$43.2K -5,000 -9%
AFS
72
Access Financial Services
Minnesota
$453K -$111K -12,816 -20%
HIA
73
Harbor Investment Advisory
Maryland
$445K -$56.1K -6,500 -11%
WSCM
74
Wellington Shields Capital Management
New York
$432K – – –
VWM
75
Venturi Wealth Management
Texas
$429K +$30.6K +3,543 +8%
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