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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

208 hedge funds and large institutions have $305M invested in Nuveen Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
56
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBTD
Citizens National Bank Trust Department
Mississippi
+$1.27M
2
UBS Group
UBS Group
Switzerland
+$860K
3
HWM
Howard Wealth Management
Connecticut
+$845K
4
UCFA
United Capital Financial Advisors
Texas
+$440K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$425K

Top Sellers

1
TIM
Tortoise Investment Management
New York
-$1.44M
2
V
Veritable
Delaware
-$1.24M
3
VanEck Associates
VanEck Associates
New York
-$1.19M
4
Cohen & Steers
Cohen & Steers
New York
-$840K
5
RIA
Realta Investment Advisors
Delaware
-$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$175K +$522 +47 +0.3%
PFS
127
Prospera Financial Services
Texas
$171K +$22.2K +2,000 +15%
CL
128
CPWM LLC
Washington
$165K – – –
AWA
129
Arete Wealth Advisors
Illinois
$158K +$277 +25 +0.2%
FPWM
130
FSB Premier Wealth Management
Iowa
$156K +$156K +14,055 New
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$154K – – –
TCM
132
Tradewinds Capital Management
Washington
$154K – – –
SRC
133
Shufro Rose & Co
New York
$149K -$6.67K -600 -4%
HKAM
134
Horizon Kinetics Asset Management
New York
$146K – – –
BBA
135
BLB&B Advisors
Pennsylvania
$144K -$16.7K -1,500 -10%
PA
136
Pinnacle Associates
New York
$144K – – –
MA
137
Montag & Associates
Georgia
$144K +$144K +13,000 New
IWA
138
IVC Wealth Advisors
Pennsylvania
$143K +$143K +12,845 New
WI
139
Wintrust Investments
Illinois
$142K – – –
FNBTCON
140
First National Bank & Trust Co of Newtown
Pennsylvania
$140K – – –
WWM
141
Western Wealth Management
Colorado
$137K +$2.38K +214 +2%
RJT
142
Raymond James Trust
Florida
$137K +$25.6K +2,300 +23%
BBNA
143
Bremer Bank National Association
Minnesota
$137K +$137K +12,341 New
AWM
144
Apollon Wealth Management
South Carolina
$135K +$135K +12,200 New
MSAM
145
Moloney Securities Asset Management
Missouri
$133K – – –
LA
146
LexAurum Advisors
Kansas
$129K +$211 +19 +0.2%
FDS
147
Freedom Day Solutions
Texas
$129K +$644 +58 +0.5%
SFO
148
Stokes Family Office
Louisiana
$128K – – –
TIM
149
Tortoise Investment Management
New York
$123K -$1.44M -129,660 -92%
AAS
150
Avantax Advisory Services
Texas
$122K -$174K -15,618 -59%
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