NUV icon

Nuveen Municipal Value Fund
NUV

Overview Fund Activity

211 hedge funds and large institutions have $317M invested in Nuveen Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
60
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
Frisch Financial Group
New York
+$7.83M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.09M
3
UBS Group
UBS Group
Switzerland
+$3.25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.83M
5
DHFB
Dixon Hubard Feinour & Brown
Virginia
+$1.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.12M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.28M
3
GCM
Granby Capital Management
Florida
-$2.22M
4
RJA
Raymond James & Associates
Florida
-$1.3M
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
76
Lantz Financial
Illinois
$406K – – –
CA
77
Cetera Advisors
Colorado
$401K +$401K +36,030 New
RBFC
78
Roman Butler Fullerton & Co
Missouri
$394K – – –
VWA
79
V Wealth Advisors
Kansas
$394K – – –
OIA
80
Optimum Investment Advisors
Illinois
$393K -$98.2K -8,809 -20%
RC
81
Roundview Capital
New Jersey
$388K – – –
BRWA
82
B. Riley Wealth Advisors
Florida
$380K +$380K +34,047 New
GLA
83
Good Life Advisors
Pennsylvania
$371K +$1.72K +154 +0.5%
Truist Financial
84
Truist Financial
North Carolina
$361K +$6.63K +595 +2%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$357K -$1.67K -150 -0.5%
SMC
86
Smith, Moore & Co
Missouri
$346K -$40.9K -3,669 -11%
OC
87
Oarsman Capital
Wisconsin
$328K -$20.1K -1,800 -6%
SLWS
88
Swaine & Leidel Wealth Services
Florida
$328K – – –
DADC
89
D.A. Davidson & Co
Montana
$320K +$89 +8 +0%
QCM
90
Quest Capital Management
Texas
$315K – – –
MS
91
Madden Securities
Texas
$312K +$312K +28,000 New
NCM
92
Narwhal Capital Management
Georgia
$311K +$55.7K +5,000 +22%
PM
93
Penbrook Management
New York
$295K – – –
MA
94
MJP Associates
Connecticut
$294K +$5.08K +457 +2%
Cohen & Steers
95
Cohen & Steers
New York
$277K – – –
AWM
96
Accel Wealth Management
Iowa
$275K -$15.6K -1,396 -5%
KeyBank National Association
97
KeyBank National Association
Ohio
$271K +$271K +24,305 New
MWM
98
Mascoma Wealth Management
New Hampshire
$267K – – –
22CM
99
20/20 Capital Management
California
$258K – – –
MC
100
Moors & Cabot
Massachusetts
$255K +$10.3K +925 +4%
2 3
4
5 6