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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

227 hedge funds and large institutions have $432M invested in Nuveen Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+15
Holders Change %
+7.08%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
64
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.4M
2
RCM
Rivernorth Capital Management
Florida
$66.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.79M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$8.09M
5
COLIM
City of London Investment Management
United Kingdom
$3.58M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.07M
2
UBS Group
UBS Group
Switzerland
$55.8M
3
Cohen & Steers
Cohen & Steers
New York
$1.45M
4
BlackRock
BlackRock
New York
$0
5
NMC
Nine Masts Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$180K +$74.4K +8,247 +70%
EFG
127
Ethos Financial Group
Pennsylvania
$180K – – –
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$174K – – –
Truist Financial
129
Truist Financial
North Carolina
$173K +$2.53K +280 +1%
PWP
130
Private Wealth Partners
California
$169K – – –
FPAS
131
Focus Partners Advisor Solutions
Missouri
$168K +$168K +18,589 New
WB
132
WesBanco Bank
West Virginia
$164K – – –
PCIA
133
Prime Capital Investment Advisors
Kansas
$158K – – –
SWP
134
Stratos Wealth Partners
Ohio
$156K – – –
OP
135
ORG Partners
Indiana
$154K -$21.9K -2,432 -12%
SWA
136
Sightline Wealth Advisors
Connecticut
$146K +$1.44K +160 +1%
CI
137
Conning Inc
Connecticut
$143K – – –
CCM
138
Coldstream Capital Management
Washington
$140K +$140K +15,640 New
BPA
139
Beacon Pointe Advisors
California
$140K +$140K +15,506 New
PFA
140
Petra Financial Advisors
Colorado
$140K – – –
SIMG
141
Sonora Investment Management Group
Arizona
$136K – – –
EH
142
Equitable Holdings
New York
$136K -$564K -62,487 -81%
OA
143
Oxbow Advisors
Texas
$134K – – –
SBIA
144
Sheaff Brock Investment Advisors
Indiana
$133K +$14.4K +1,600 +12%
WMA
145
Wealth Management Associates
New Jersey
$133K -$1.89K -210 -1%
SCM
146
Saxony Capital Management
Missouri
$129K – – –
RIL
147
Rothschild Investment LLC
Illinois
$124K -$17.8K -1,970 -13%
MWM
148
Modera Wealth Management
New Jersey
$122K +$379 +42 +0.3%
UPS
149
UHLMANN PRICE SECURITIES
Illinois
$120K +$120K +13,347 New
IWA
150
Icon Wealth Advisors
Texas
$119K +$119K +13,200 New
4 5
6
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