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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

211 hedge funds and large institutions have $322M invested in Nuveen Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
68
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.18M
3
AHC
3
Adell Harriman & Carpenter
Texas
$600K
4
WAM
4
Weatherly Asset Management
California
$477K
5
PA
5
PFG Advisors
Arizona
$753K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$679K
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4M
3
Creative Planning
3
Creative Planning
Kansas
$1.37M
4
CPC
4
Congress Park Capital
New York
$113K
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Aries Wealth Management
Maine
$413K – – –
LF
77
Lantz Financial
Illinois
$412K – – –
CAN
78
Cetera Advisor Networks
California
$412K +$234K +20,667 +131%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$404K – – –
VWA
80
V Wealth Advisors
Kansas
$400K – – –
RC
81
Roundview Capital
New Jersey
$394K – – –
RFN
82
RDA Financial Network
Iowa
$393K -$67.9K -6,000 -15%
GLA
83
Good Life Advisors
Pennsylvania
$381K +$2.36K +209 +0.6%
SMC
84
Smith, Moore & Co
Missouri
$356K +$2.26K +200 +0.6%
IWC
85
Integrated Wealth Concepts
Massachusetts
$334K +$186K +16,384 +125%
SLWS
86
Swaine & Leidel Wealth Services
Florida
$333K +$333K +29,464 New
Truist Financial
87
Truist Financial
North Carolina
$326K -$45K -3,972 -12%
DADC
88
D.A. Davidson & Co
Montana
$326K +$125 +11 +0%
QCM
89
Quest Capital Management
Texas
$320K – – –
OIA
90
Optimum Investment Advisors
Illinois
$311K – – –
CA
91
Cetera Advisors
Colorado
$309K +$690 +61 +0.2%
TCOO
92
Trust Company of Oklahoma
Oklahoma
$306K – – –
OC
93
Oarsman Capital
Wisconsin
$303K -$22.6K -2,000 -7%
NCM
94
Narwhal Capital Management
Georgia
$303K -$12.4K -1,100 -4%
PM
95
Penbrook Management
New York
$300K – – –
MS
96
Madden Securities
Texas
$299K -$1.13K -100 -0.4%
FTC
97
Farmers Trust Company
Ohio
$299K +$299K +26,278 New
MA
98
MJP Associates
Connecticut
$291K +$253 +22 +0.1%
OC
99
Oppenheimer & Co
New York
$291K +$33.8K +2,989 +13%
BB
100
Busey Bank
Illinois
$291K +$291K +25,722 New
2 3
4
5 6