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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 %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$45.3K – – –
MA
177
Montag & Associates
Georgia
$43.3K – – –
BC
178
Barrett & Company
Rhode Island
$42.7K -$30.2K -3,500 -41%
IRAG
179
Investment Research & Advisory Group
Georgia
$42.7K – – –
TFF
180
The Family Firm
Maryland
$37.6K +$37.6K +4,354 New
TH
181
TCTC Holdings
Texas
$36.8K – – –
Citigroup
182
Citigroup
New York
$36.5K +$285 +33 +0.8%
PTC
183
Private Trust Company
Ohio
$36.2K – – –
ATPW
184
Ashton Thomas Private Wealth
Arizona
$36K +$36K +4,169 New
SIS
185
Sound Income Strategies
Florida
$34.8K – – –
FFA
186
Farther Finance Advisors
California
$34.4K – – –
US Bancorp
187
US Bancorp
Minnesota
$33.8K -$17 -2 -0.1%
AFS
188
Annapolis Financial Services
Maryland
$31.9K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$27K +$4.35K +500 +19%
HGA
190
Hobbs Group Advisors
South Carolina
$25.1K +$25.1K +2,913 New
HBW
191
Hazlett, Burt & Watson
West Virginia
$23K +$228 +27 +1%
CCM
192
Chilton Capital Management
Texas
$21.6K – – –
SS
193
Sunbelt Securities
Texas
$19.7K – – –
AF
194
Advisornet Financial
Minnesota
$17.3K -$8.63K -1,000 -33%
GRP
195
Global Retirement Partners
California
$16.1K +$164 +19 +1%
BCWM
196
Bartlett & Co Wealth Management
Ohio
$15.8K – – –
GC
197
Gould Capital
Washington
$13.4K – – –
FFA
198
Frazier Financial Advisors
Ohio
$9.68K +$9.68K +1,121 New
PA
199
Parallel Advisors
California
$9.51K – – –
AP
200
Aspect Partners
Virginia
$8.63K – – –
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8
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