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Nuveen Municipal Value Fund

226 hedge funds and large institutions have $414M invested in Nuveen Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
68
Reduced
66
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CS
76
Capital Square
Tennessee
$386K -$9 -1 -0%
SWP
77
Stratos Wealth Partners
Ohio
$384K +$37.7K +4,340 +11%
OIA
78
Optimum Investment Advisors
Illinois
$380K -$109K -12,500 -22%
FAG
79
Fortitude Advisory Group
Washington
$378K
CA
80
Clearstead Advisors
Ohio
$374K
GLA
81
Good Life Advisors
Pennsylvania
$371K +$3.9K +449 +1%
NGA
82
Naples Global Advisors
Florida
$366K
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$270K -31,000 -43%
HVIA
84
Hudson Valley Investment Advisors
New York
$358K -$58.7K -6,750 -14%
MWM
85
Melfa Wealth Management
Massachusetts
$353K
PM
86
Penbrook Management
New York
$349K +$175K +20,000 +100%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$348K
HIA
88
Harbor Investment Advisory
Maryland
$327K -$8.69K -1,000 -3%
PI
89
PFG Investments
New York
$311K +$3.59K +413 +1%
CIA
90
Capital Investment Advisors
Georgia
$303K -$11.2K -1,285 -4%
MCM
91
MAI Capital Management
Ohio
$296K +$11.7K +1,352 +4%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$295K +$116K +13,375 +65%
Corient Private Wealth
93
Corient Private Wealth
Florida
$291K +$145K +16,735 +100%
VC
94
Vicus Capital
Pennsylvania
$289K +$3.22K +371 +1%
Brown Advisory
95
Brown Advisory
Maryland
$284K -$98.2K -11,300 -26%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$283K +$17.5K +2,016 +7%
WCM
97
WealthBridge Capital Management
Ohio
$276K -$79.9K -9,189 -22%
Truist Financial
98
Truist Financial
North Carolina
$266K -$8.99K -1,034 -3%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$263K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$257K