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Nuveen Municipal Value Fund

212 hedge funds and large institutions have $401M invested in Nuveen Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
57
Reduced
56
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
126
Prime Capital Investment Advisors
Kansas
$151K -$43.3K -5,014 -22%
SWP
127
Stratos Wealth Partners
Ohio
$150K +$150K +17,332 New
Creative Planning
128
Creative Planning
Kansas
$146K +$34.5K +4,000 +31%
IAIM
129
International Assets Investment Management
Florida
$142K +$129 +15 +0.1%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$140K -$1.01K -117 -0.7%
SWA
131
Sightline Wealth Advisors
Connecticut
$139K +$1.4K +162 +1%
CI
132
Conning Inc
Connecticut
$136K
RIL
133
Rothschild Investment LLC
Illinois
$136K
PFA
134
Petra Financial Advisors
Colorado
$134K
Nomura Holdings
135
Nomura Holdings
Japan
$134K
SIMG
136
Sonora Investment Management Group
Arizona
$132K
CP
137
Camelot Portfolios
Ohio
$129K +$43.2K +5,000 +50%
WMA
138
Wealth Management Associates
New Jersey
$129K
OA
139
Oxbow Advisors
Texas
$128K
SSWM
140
Sheets Smith Wealth Management
North Carolina
$127K +$127K +14,670 New
SCM
141
Saxony Capital Management
Missouri
$123K +$21.6K +2,500 +21%
RIA
142
Realta Investment Advisors
Delaware
$120K +$112 +13 +0.1%
MWM
143
Modera Wealth Management
New Jersey
$116K +$116K +13,437 New
SBIA
144
Sheaff Brock Investment Advisors
Indiana
$114K
WI
145
Wintrust Investments
Illinois
$113K +$113K +13,070 New
MOS
146
MGO One Seven
Ohio
$113K
IWA
147
IVC Wealth Advisors
Pennsylvania
$111K
PA
148
Pinnacle Associates
New York
$109K
P
149
&Partners
Tennessee
$107K -$6.25K -724 -6%
CF
150
Clarity Financial
Texas
$106K