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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $339M invested in Nuveen Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
65
Reduced
60
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.3M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.2M
4
CA
4
Cresta Advisors
Texas
$1.29M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$35.1M
2
RVPG
2
Relative Value Partners Group
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
101
Moors & Cabot
Massachusetts
$212K -$8.07K -916 -4%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$210K +$16.1K +1,825 +8%
DAS
103
Dynamic Advisor Solutions
Arizona
$207K +$855 +97 +0.4%
MWM
104
Mascoma Wealth Management
New Hampshire
$203K -$3.52K -400 -2%
Creative Planning
105
Creative Planning
Kansas
$198K -$14.9K -1,688 -7%
MPW
106
Melone Private Wealth
Michigan
$197K +$1.83K +204 +0.9%
AF
107
Allworth Financial
California
$182K – – –
Northern Trust
108
Northern Trust
Illinois
$180K +$29.5K +3,353 +20%
DAM
109
Derbend Asset Management
Georgia
$178K -$365K -41,456 -67%
ACA
110
Aptus Capital Advisors
Alabama
$178K +$178K +20,190 New
TF
111
TIAA FSB
Florida
$178K -$21.1K -2,400 -11%
EFG
112
Ethos Financial Group
Pennsylvania
$176K – – –
PM
113
Penbrook Management
New York
$176K – – –
AWM
114
Accel Wealth Management
Iowa
$171K +$467 +53 +0.3%
WB
115
WesBanco Bank
West Virginia
$168K – – –
HBT
116
Hills Bank & Trust
Iowa
$160K +$160K +18,176 New
Harris Associates
117
Harris Associates
Illinois
$160K +$160K +18,150 New
PFS
118
Prospera Financial Services
Texas
$159K -$9.06K -1,028 -5%
PB
119
Pinnacle Bancorp
Nebraska
$159K +$141K +16,000 +800%
IWC
120
Integrated Wealth Concepts
Massachusetts
$158K +$132 +15 +0.1%
AAS
121
Avantax Advisory Services
Texas
$158K +$1.55K +176 +1%
OC
122
Oarsman Capital
Wisconsin
$154K – – –
SWP
123
Stratos Wealth Partners
Ohio
$153K +$3.07K +348 +2%
IAIM
124
International Assets Investment Management
Florida
$152K +$10.6K +1,202 +7%
SWA
125
Sightline Wealth Advisors
Connecticut
$152K +$705 +80 +0.5%
3 4
5
6 7