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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

226 hedge funds and large institutions have $414M invested in Nuveen Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
68
Reduced
66
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$24M
2
Wells Fargo
Wells Fargo
California
$15.5M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$16.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.75M
5
RCM
Robinson Capital Management
Michigan
$1.44M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$46.2M
2
TIM
Tortoise Investment Management
New York
$6.65M
3
Raymond James Financial
Raymond James Financial
Florida
$15.4M
4
BAM
Broyhill Asset Management
North Carolina
$2.64M
5
1CP
1607 Capital Partners
Virginia
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
51
Venturi Wealth Management
Texas
$806K +$1.59K +183 +0.2%
PAS
52
PKS Advisory Services
New York
$797K +$402K +46,270 +102%
TIAAOA
53
Teachers Insurance & Annuity Association of America
New York
$794K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$789K -$175K -20,117 -18%
BCG
55
Breakwater Capital Group
New Jersey
$782K -$358K -41,162 -31%
CIA
56
Concurrent Investment Advisors
Florida
$777K +$154K +17,693 +25%
AF
57
Allworth Financial
California
$752K +$752K +86,534 New
OCM
58
Orleans Capital Management
Louisiana
$689K – – –
HH
59
Hilltop Holdings
Texas
$626K +$20.7K +2,384 +3%
HNWAG
60
High Net Worth Advisory Group
Florida
$608K +$43.5K +5,000 +8%
SFG
61
Seamount Financial Group
Colorado
$546K +$24.7K +2,837 +5%
PFA
62
Pathway Financial Advisers
Indiana
$539K -$4.84K -557 -0.9%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$535K -$461 -53 -0.1%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$534K – – –
WWA
65
WCG Wealth Advisors
Nevada
$532K +$2.87K +330 +0.5%
DI
66
Disciplined Investments
Oklahoma
$525K +$4.35K +500 +0.8%
WCMNY
67
Westchester Capital Management (New York)
New York
$518K – – –
JIR
68
James Investment Research
Ohio
$470K – – –
WSCM
69
Wellington Shields Capital Management
New York
$435K – – –
MFIM
70
Mesirow Financial Investment Management
Illinois
$430K +$895 +103 +0.2%
WS
71
Wedbush Securities
California
$420K -$23.9K -2,750 -5%
WMWM
72
Whitaker-Myers Wealth Managers
Ohio
$411K +$411K +47,337 New
DC
73
Davenport & Co
Virginia
$411K – – –
Mariner
74
Mariner
Kansas
$408K -$41.6K -4,789 -9%
CA
75
Callahan Advisors
Texas
$400K -$421K -48,481 -51%
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