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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
RCM
2
Rivernorth Capital Management
Florida
$57.1M
3
UBS Group
3
UBS Group
Switzerland
$48.2M
4
RVPG
4
Relative Value Partners Group
$7.42M
5
PFS
5
Prospera Financial Services
Texas
$4.05M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$14.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$120K
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M
4
BHWM
4
Bar Harbor Wealth Management
New Hampshire
$4.96M
5
Bank of America
5
Bank of America
North Carolina
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
151
Mariner Investment Group
New York
$121K +$121K +14,060 New
UCFA
152
United Capital Financial Advisors
Texas
$120K -$5.01M -583,037 -98%
RIA
153
Realta Investment Advisors
Delaware
$120K +$241 +28 +0.2%
DAS
154
Dynamic Advisor Solutions
Arizona
$118K -$91.2K -10,519 -44%
NCM
155
Narwhal Capital Management
Georgia
$115K +$115K +13,350 New
P
156
&Partners
Tennessee
$113K +$301 +35 +0.3%
MOS
157
MGO One Seven
Ohio
$112K +$17.2K +2,000 +18%
CC
158
Constitution Capital
Connecticut
$112K -$33.5K -3,900 -23%
IWA
159
IVC Wealth Advisors
Pennsylvania
$110K – – –
PA
160
Pinnacle Associates
New York
$109K +$1.72K +200 +2%
OC
161
Oarsman Capital
Wisconsin
$108K -$23.2K -2,700 -18%
RIL
162
Rothschild Investment LLC
Illinois
$107K +$107K +12,440 New
CF
163
Clarity Financial
Texas
$105K +$105K +12,255 New
IAMOG
164
Investors Asset Management of Georgia
Georgia
$105K – – –
CA
165
Carson Advisory
Georgia
$101K – – –
LA
166
LexAurum Advisors
Kansas
$101K +$430 +50 +0.4%
SCM
167
Saxony Capital Management
Missouri
$101K +$101K +11,750 New
MFG
168
Merit Financial Group
Georgia
$100K +$100K +11,685 New
HKAM
169
Horizon Kinetics Asset Management
New York
$99.3K – – –
SRC
170
Shufro Rose & Co
New York
$99.1K – – –
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$99.1K – – –
JWCA
172
J.W. Cole Advisors
Florida
$98.6K +$98.6K +11,468 New
Luther King Capital Management (LKCM)
173
Luther King Capital Management (LKCM)
Texas
$97.8K – – –
WFS
174
Widmann Financial Services
Maryland
$96.3K -$34.4K -4,000 -26%
SBIA
175
Sheaff Brock Investment Advisors
Indiana
$96.3K +$96.3K +11,200 New
5 6
7
8 9