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Nuveen Municipal Value Fund

225 hedge funds and large institutions have $444M invested in Nuveen Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
61
Reduced
79
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SP
101
Stonebrook Private
Michigan
$251K +$251K +29,221 New
RJT
102
Raymond James Trust
Florida
$250K -$14.4K -1,676 -5%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$247K -$8.59K -1,000 -3%
LFAS
104
Level Four Advisory Services
Texas
$246K
VWM
105
Venturi Wealth Management
Texas
$232K +$148K +17,227 +176%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$223K -$17.4K -2,018 -7%
BWA
107
BlueChip Wealth Advisors
Georgia
$219K +$219K +25,445 New
SCA
108
STALEY CAPITAL ADVISERS
Pennsylvania
$211K
MC
109
Moors & Cabot
Massachusetts
$207K -$7.77K -903 -4%
PWP
110
Private Wealth Partners
California
$200K -$135K -15,750 -40%
LF
111
Lantz Financial
Illinois
$197K -$17.2K -2,000 -8%
RA
112
RFG Advisory
Alabama
$196K +$73.1K +8,500 +59%
MWM
113
Mascoma Wealth Management
New Hampshire
$195K
PCIA
114
Prime Capital Investment Advisors
Kansas
$193K +$26 +3 +0%
CA
115
Cetera Advisors
Colorado
$193K +$1.06K +123 +0.6%
SAM
116
Seelaus Asset Management
New Jersey
$192K +$361 +42 +0.2%
LAM
117
Lummis Asset Management
Texas
$189K +$189K +22,000 New
BB
118
Busey Bank
Illinois
$187K +$54.5K +6,342 +41%
VVP
119
Venture Visionary Partners
Ohio
$185K -$56.8K -6,600 -23%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$185K -$55K -6,399 -23%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$182K -$260K -30,252 -59%
DWP
122
Daymark Wealth Partners
Ohio
$179K -$228K -26,505 -56%
EP
123
Essential Planning
New Hampshire
$179K -$10.3K -1,194 -5%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$178K -$152K -17,677 -46%
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$174K