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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-10
Holders Change %
-4.17%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
83
Reduced
44
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
76
Davenport & Co
Virginia
$414K
PAS
77
PKS Advisory Services
New York
$399K -$17.5K -2,000 -4%
SXL
78
Summit X LLC
Missouri
$393K +$393K +44,782 New
CS
79
Capital Square
Tennessee
$390K +$9 +1 +0%
Brown Advisory
80
Brown Advisory
Maryland
$386K
CA
81
Clearstead Advisors
Ohio
$377K
FAG
82
Fortitude Advisory Group
Washington
$372K
GLA
83
Good Life Advisors
Pennsylvania
$371K +$2.54K +290 +0.7%
NGA
84
Naples Global Advisors
Florida
$370K
AFS
85
Access Financial Services
Minnesota
$363K
WCM
86
WealthBridge Capital Management
Ohio
$359K +$61 +7 +0%
MWM
87
Melfa Wealth Management
Massachusetts
$356K
SWP
88
Stratos Wealth Partners
Ohio
$350K +$4.72K +538 +1%
HIA
89
Harbor Investment Advisory
Maryland
$339K -$17.5K -2,000 -5%
MOS
90
MGO One Seven
Ohio
$327K +$45.9K +5,235 +16%
CIA
91
Capital Investment Advisors
Georgia
$317K
PI
92
PFG Investments
New York
$311K -$23.1K -2,635 -7%
VC
93
Vicus Capital
Pennsylvania
$288K +$2.11K +241 +0.7%
MCM
94
MAI Capital Management
Ohio
$287K +$132 +15 +0%
Truist Financial
95
Truist Financial
North Carolina
$278K +$129K +14,685 +86%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$268K +$1.97K +225 +0.7%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$259K +$30K +3,425 +13%
SHFP
98
Second Half Financial Partners
Florida
$258K
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$258K +$253K +29,700 +5,266%
MFA
100
Mayflower Financial Advisors
Massachusetts
$240K