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Nuveen Municipal Value Fund

213 hedge funds and large institutions have $348M invested in Nuveen Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
65
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
76
Fortitude Advisory Group
Washington
$357K
CIA
77
Capital Investment Advisors
Georgia
$345K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$344K +$12.1K +1,388 +4%
WWM
79
Western Wealth Management
Colorado
$341K
LNB
80
Ledyard National Bank
$338K
GLA
81
Good Life Advisors
Pennsylvania
$321K +$2.84K +326 +0.9%
CSPIA
82
Cary Street Partners Investment Advisory
Virginia
$307K -$6.93K -797 -2%
SI
83
Stephens Inc
Arkansas
$307K +$63.2K +7,259 +26%
GFG
84
Goldstone Financial Group
Illinois
$305K +$305K +35,000 New
PA
85
PFG Advisors
Arizona
$294K -$87.2K -10,027 -23%
GFS
86
GYL Financial Synergies
Connecticut
$286K +$14.2K +1,635 +5%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$279K -$21.5K -2,472 -7%
Truist Financial
88
Truist Financial
North Carolina
$270K +$56.3K +6,470 +26%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$268K
VC
90
Vicus Capital
Pennsylvania
$266K +$2.52K +290 +1%
EP
91
Essential Planning
New Hampshire
$265K -$41K -4,716 -13%
AWM
92
Aries Wealth Management
Maine
$261K -$56.6K -6,500 -18%
SHFP
93
Second Half Financial Partners
Florida
$256K
OIA
94
Optimum Investment Advisors
Illinois
$255K +$19.8K +2,272 +8%
LFAS
95
Level Four Advisory Services
Texas
$249K
VVP
96
Venture Visionary Partners
Ohio
$245K +$165 +19 +0.1%
PCIA
97
Prime Capital Investment Advisors
Kansas
$244K +$244K +28,003 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$243K +$35.2K +4,050 +17%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$240K +$105K +12,059 +77%
Mariner
100
Mariner
Kansas
$226K