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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 %
SWM
101
SeaCrest Wealth Management
New York
$291K +$291K +25,730 New
AAS
102
Avantax Advisory Services
Texas
$279K -$4.67K -411 -2%
KeyBank National Association
103
KeyBank National Association
Ohio
$275K – – –
MWM
104
Mascoma Wealth Management
New Hampshire
$271K – – –
AWM
105
Accel Wealth Management
Iowa
$269K -$26.4K -2,331 -9%
CC
106
Constitution Capital
Connecticut
$252K – – –
WB
107
WesBanco Bank
West Virginia
$251K – – –
P
108
&Partners
Tennessee
$243K +$555 +49 +0.2%
KWM
109
Kingsview Wealth Management
Oregon
$239K – – –
LFF
110
Level Four Financial
Texas
$239K +$2.83K +250 +1%
AIP
111
Almanack Investment Partners
Pennsylvania
$238K – – –
TA
112
TrueWealth Advisors
Alabama
$238K +$21.2K +1,880 +10%
SFS
113
Sowell Financial Services
Arkansas
$237K +$237K +20,897 New
TF
114
TIAA FSB
Florida
$236K +$3.4K +300 +1%
OAM
115
Occidental Asset Management
California
$236K +$28.3K +2,500 +14%
SS
116
Sunbelt Securities
Texas
$231K – – –
BWA
117
Beam Wealth Advisors
Louisiana
$227K +$227K +20,073 New
CWM
118
Centric Wealth Management
Illinois
$226K – – –
FAIM
119
Financial Advocates Investment Management
Washington
$217K – – –
PAG
120
Private Advisor Group
New Jersey
$207K +$590 +52 +0.3%
SWA
121
Sightline Wealth Advisors
Connecticut
$191K -$3.71K -327 -2%
BOPW
122
Brandywine Oak Private Wealth
Pennsylvania
$190K +$158 +14 +0.1%
PFS
123
Prospera Financial Services
Texas
$186K – – –
FT
124
Fiduciary Trust
Massachusetts
$184K – – –
IAMOG
125
Investors Asset Management of Georgia
Georgia
$184K – – –
3 4
5
6 7