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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$56M
2
TIM
Tortoise Investment Management
New York
$17.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.9M
4
NMC
Nine Masts Capital
Hong Kong
$1.57M
5
Wells Fargo
Wells Fargo
California
$10M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Stifel Financial
Stifel Financial
Missouri
$4.42M
3
AG
AlTi Global
New York
$1.77M
4
GAA
Global Assets Advisory
Florida
$0
5
BHWM
Bar Harbor Wealth Management
New Hampshire
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
151
Investors Asset Management of Georgia
Georgia
$106K – – –
CA
152
Carson Advisory
Georgia
$102K – – –
PAG
153
Private Advisor Group
New Jersey
$101K +$181 +21 +0.2%
First Trust Advisors
154
First Trust Advisors
Illinois
$100K – – –
HKAM
155
Horizon Kinetics Asset Management
New York
$99.7K – – –
WFS
156
Widmann Financial Services
Maryland
$96.7K – – –
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$93.7K – – –
UCFA
158
United Capital Financial Advisors
Texas
$93.3K – – –
GVAG
159
Great Valley Advisor Group
Delaware
$93.2K +$224 +26 +0.2%
ONB
160
Old National Bancorp
Indiana
$90.9K – – –
BCM
161
Brookstone Capital Management
Illinois
$88.5K +$88.5K +10,137 New
AWS
162
Atria Wealth Solutions
New York
$88.3K -$332K -38,357 -79%
DADC
163
D.A. Davidson & Co
Montana
$87.6K +$87.6K +10,150 New
SRC
164
Shufro Rose & Co
New York
$86.3K – – –
HNWAG
165
High Net Worth Advisory Group
Florida
$86.3K – – –
HIMC
166
Heritage Investors Management Corp
Maryland
$86K – – –
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$83.5K -$4.09K -474 -5%
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$77.9K – – –
HI
169
Harbour Investments
Wisconsin
$76.3K – – –
CJ
170
Caitlin John
Michigan
$64.7K +$64.7K +7,500 New
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$61K +$56.1K +6,500 +1,152%
SSB
172
Sandy Spring Bank
Maryland
$53.9K – – –
TCM
173
Tradewinds Capital Management
Washington
$52K – – –
MWM
174
Mascoma Wealth Management
New Hampshire
$49.2K – – –
S
175
SignatureFD
Georgia
$49.1K +$492 +57 +1%
5 6
7
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