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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $339M invested in Nuveen Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
65
Reduced
60
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.3M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.2M
4
CA
4
Cresta Advisors
Texas
$1.29M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$35.1M
2
RVPG
2
Relative Value Partners Group
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.1K +$881 +100 +7%
WT
202
Whittier Trust
California
$13.9K – – –
HNB
203
Huntington National Bank
Ohio
$12.5K – – –
PA
204
Parallel Advisors
California
$11.9K -$4.41K -500 -27%
TJHA
205
Thomas J. Herzfeld Advisors
Florida
$10.3K +$881 +100 +9%
MRCM
206
M&R Capital Management
New Jersey
$8.81K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$6K +$58 +7 +1%
OA
208
Operose Advisors
Wisconsin
$5.86K – – –
AIM
209
Anchor Investment Management
South Carolina
$5.58K +$35 +4 +0.6%
CIA
210
Cape Investment Advisory
Georgia
$4.41K +$4.41K +500 New
VF
211
VitalStone Financial
Texas
$4K +$4K +400 New
FIA
212
FNY Investment Advisers
New York
$3K +$3K +400 New
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$2.91K -$32 -3,689 -1%
JMF
214
Johnson Midwest Financial
Iowa
$458 – – –
RVPG
215
Relative Value Partners Group
– -$4.67M -542,506 Closed
WAM
216
Weiss Asset Management
Massachusetts
– -$2.58M -300,224 Closed
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
– -$1.69M -197,089 Closed
IWA
218
IBEX Wealth Advisors
New Jersey
– -$1.2M -139,253 Closed
LSC
219
Logan Stone Capital
Illinois
– -$1.1M -127,920 Closed
MIG
220
Mariner Investment Group
New York
– -$734K -85,325 Closed
BCMIO
221
Beacon Capital Management Inc (Ohio)
Ohio
– -$688K -80,000 Closed
JPMorgan Chase & Co
222
JPMorgan Chase & Co
New York
– -$513K -59,663 Closed
Allspring Global Investments
223
Allspring Global Investments
North Carolina
– -$483K -56,144 Closed
Citadel Advisors
224
Citadel Advisors
Florida
– -$285K -33,183 Closed
PCIA
225
Prime Capital Investment Advisors
Kansas
– -$241K -28,003 Closed
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