NUV icon

Nuveen Municipal Value Fund
NUV

Overview Fund Activity

214 hedge funds and large institutions have $533M invested in Nuveen Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
62
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$206M
2
Creative Planning
2
Creative Planning
Kansas
$2.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.1M
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$1.21M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.33M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.6M
3
DHFB
3
Dixon Hubard Feinour & Brown
Virginia
$1.46M
4
BA
4
Ballew Advisors
Mississippi
$1.34M
5
Wells Fargo
5
Wells Fargo
California
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
RBFC
76
Roman Butler Fullerton & Co
Missouri
$402K 34,835 – –
RC
77
Roundview Capital
New Jersey
$402K 34,824 – –
GLA
78
Good Life Advisors
Pennsylvania
$386K 33,482 +229 +0.7%
BRWA
79
B. Riley Wealth Advisors
Florida
$380K 32,876 -1,171 -3%
Truist Financial
80
Truist Financial
North Carolina
$378K 32,772 +361 +1%
SMC
81
Smith, Moore & Co
Missouri
$360K 31,245 +230 +0.7%
PA
82
PFG Advisors
Arizona
$333K 28,856 +28,856 New
OC
83
Oarsman Capital
Wisconsin
$332K 28,800 -600 -2%
DADC
84
D.A. Davidson & Co
Montana
$332K 28,774 +11 +0%
QCM
85
Quest Capital Management
Texas
$326K 28,252 – –
NCM
86
Narwhal Capital Management
Georgia
$322K 27,900 – –
OIA
87
Optimum Investment Advisors
Illinois
$317K 27,500 -7,740 -22%
CA
88
Cetera Advisors
Colorado
$314K 27,246 -8,784 -24%
TCOO
89
Trust Company of Oklahoma
Oklahoma
$311K 27,000 +27,000 New
OPS
90
Orion Portfolio Solutions
Nebraska
$310K 26,922 +26,922 New
MS
91
Madden Securities
Texas
$306K 26,500 -1,500 -5%
PM
92
Penbrook Management
New York
$306K 26,500 – –
AWM
93
Accel Wealth Management
Iowa
$301K 26,125 +1,467 +6%
MA
94
MJP Associates
Connecticut
$291K 25,281 -1,148 -4%
AAS
95
Avantax Advisory Services
Texas
$288K 24,985 +24,985 New
KeyBank National Association
96
KeyBank National Association
Ohio
$280K 24,305 – –
MWM
97
Mascoma Wealth Management
New Hampshire
$276K 23,970 – –
22CM
98
20/20 Capital Management
California
$267K 23,187 – –
MC
99
Moors & Cabot
Massachusetts
$264K 22,925 – –
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$264K 22,884 +6,244 +38%
2 3
4
5 6