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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

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
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$24M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$16.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.75M
5
RCM
5
Robinson Capital Management
Michigan
$1.44M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$46.2M
2
TIM
2
Tortoise Investment Management
New York
$6.65M
3
Raymond James Financial
3
Raymond James Financial
Florida
$15.4M
4
BAM
4
Broyhill Asset Management
North Carolina
$2.64M
5
1CP
5
1607 Capital Partners
Virginia
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$182K +$382 +44 +0.2%
OWM
127
Orca Wealth Management
Florida
$176K +$1.66K +191 +1%
EFG
128
Ethos Financial Group
Pennsylvania
$174K – – –
PAG
129
Private Advisor Group
New Jersey
$170K -$4.1K -472 -2%
PCIA
130
Prime Capital Investment Advisors
Kansas
$170K -$43.4K -4,993 -20%
BEI
131
Benjamin Edwards Inc
Missouri
$169K – – –
Creative Planning
132
Creative Planning
Kansas
$165K -$21.5K -2,472 -11%
BPA
133
Beacon Pointe Advisors
California
$165K +$1.47K +169 +0.9%
WB
134
WesBanco Bank
West Virginia
$158K – – –
MWM
135
Modera Wealth Management
New Jersey
$151K +$426 +49 +0.3%
DADC
136
D.A. Davidson & Co
Montana
$147K +$147K +16,972 New
IAMOG
137
Investors Asset Management of Georgia
Georgia
$141K – – –
DBIA
138
Dumont & Blake Investment Advisors
New Jersey
$141K +$30.7K +3,538 +28%
GSEP
139
Golden State Equity Partners
California
$140K +$140K +16,066 New
DWM
140
Dakota Wealth Management
Florida
$135K -$48.8K -5,591 -26%
SI
141
Stephens Inc
Arkansas
$133K -$82.6K -9,500 -38%
SIMG
142
Sonora Investment Management Group
Arizona
$131K – – –
OC
143
Oppenheimer & Co
New York
$130K – – –
OWP
144
ORG Wealth Partners
Texas
$129K -$45K -5,149 -26%
OA
145
Oxbow Advisors
Texas
$129K – – –
WMA
146
Wealth Management Associates
New Jersey
$125K -$2.89K -333 -2%
PWA
147
Physician Wealth Advisors
Utah
$125K +$539 +62 +0.4%
SCM
148
Saxony Capital Management
Missouri
$124K – – –
SG
149
StoneX Group
New York
$123K -$6.4K -736 -5%
EH
150
Equitable Holdings
New York
$123K +$148 +17 +0.1%
4 5
6
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