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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 %
Citadel Advisors
151
Citadel Advisors
Florida
$118K +$118K +13,081 New
Creative Planning
152
Creative Planning
Kansas
$117K -$36.1K -4,000 -24%
CCG
153
Coastwise Capital Group
California
$117K +$117K +12,917 New
IWA
154
IVC Wealth Advisors
Pennsylvania
$116K – – –
P
155
&Partners
Tennessee
$112K +$9.32K +1,127 +9%
HKAM
156
Horizon Kinetics Asset Management
New York
$111K +$7.22K +800 +7%
CF
157
Clarity Financial
Texas
$111K – – –
IAMOG
158
Investors Asset Management of Georgia
Georgia
$110K – – –
PA
159
Pinnacle Associates
New York
$109K – – –
CJ
160
Caitlin John
Michigan
$107K +$40.8K +4,600 +61%
First Trust Advisors
161
First Trust Advisors
Illinois
$105K – – –
XT
162
XTX Topco
Cayman Islands
$104K +$104K +11,521 New
ICM
163
Islay Capital Management
Texas
$104K +$104K +11,500 New
CA
164
Carson Advisory
Georgia
$102K -$4.51K -500 -4%
PJSIMP
165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$97.9K – – –
GVAG
166
Great Valley Advisor Group
Delaware
$97.4K – – –
ONB
167
Old National Bancorp
Indiana
$95K – – –
RFC
168
Regions Financial Corp
Alabama
$92.6K +$92.6K +10,266 New
DADC
169
D.A. Davidson & Co
Montana
$91.7K +$144 +16 +0.2%
HNWAG
170
High Net Worth Advisory Group
Florida
$90.2K – – –
OC
171
Oppenheimer & Co
New York
$90.2K +$90.2K +10,000 New
RCM
172
Radnor Capital Management
Pennsylvania
$90K +$90K +10,000 New
SRC
173
Shufro Rose & Co
New York
$86.3K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$85K +$57.1K +6,347 +204%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$81.4K – – –
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7
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