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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

218 hedge funds and large institutions have $409M invested in Nuveen Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-7
Holders Change %
-3.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$53.6M
2
TNA
True North Advisors
Texas
$4.34M
3
RCM
Rivernorth Capital Management
Florida
$59.8M
4
TIM
Tortoise Investment Management
New York
$15.7M
5
GAA
Global Assets Advisory
Florida
$1.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$40.1M
2
1CP
1607 Capital Partners
Virginia
$19.4M
3
VanEck Associates
VanEck Associates
New York
$9.87M
4
CC
Centiva Capital
New York
$140K
5
Cohen & Steers
Cohen & Steers
New York
$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$388K +$204K +23,382 +111%
Brown Advisory
77
Brown Advisory
Maryland
$383K -$150K -17,207 -28%
NA
78
NewEdge Advisors
Louisiana
$383K -$152K -17,441 -28%
AA
79
Ancora Advisors
Ohio
$381K – – –
MWM
80
Melfa Wealth Management
Massachusetts
$377K +$418 +48 +0.1%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$375K – – –
CTC
82
Central Trust Company
Missouri
$371K -$5.02K -576 -1%
NGA
83
Naples Global Advisors
Florida
$370K – – –
FAG
84
Fortitude Advisory Group
Washington
$363K – – –
CIA
85
Concurrent Investment Advisors
Florida
$355K +$228K +26,193 +180%
DWM
86
Dakota Wealth Management
Florida
$336K -$151K -17,288 -31%
GLA
87
Good Life Advisors
Pennsylvania
$333K +$5.22K +599 +2%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$330K -$8.71K -1,000 -3%
BWA
89
BlueChip Wealth Advisors
Georgia
$322K +$100K +11,500 +45%
CIA
90
Capital Investment Advisors
Georgia
$321K – – –
CS
91
Capital Square
Tennessee
$311K +$311K +35,750 New
WFM
92
Wolff Financial Management
Michigan
$302K +$2.99K +344 +1%
BA
93
Ballew Advisors
Mississippi
$300K – – –
SI
94
Stephens Inc
Arkansas
$282K -$5.23K -600 -2%
Comerica Bank
95
Comerica Bank
Texas
$281K -$6.49K -745 -2%
VC
96
Vicus Capital
Pennsylvania
$275K +$1.81K +208 +0.7%
GFS
97
GYL Financial Synergies
Connecticut
$267K – – –
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$266K -$17.5K -2,014 -6%
SHFP
99
Second Half Financial Partners
Florida
$257K – – –
SP
100
Stonebrook Private
Michigan
$255K – – –
2 3
4
5 6