NUV icon

Nuveen Municipal Value Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
201
Private Trust Company
Ohio
$36.1K
Citigroup
202
Citigroup
New York
$35.9K +$378 +44 +1%
SIS
203
Sound Income Strategies
Florida
$34.7K +$34.7K +4,035 New
US Bancorp
204
US Bancorp
Minnesota
$34.7K -$869 -101 -2%
FFA
205
Farther Finance Advisors
California
$34.4K -$45.6K -5,300 -57%
NL
206
NVWM LLC
Pennsylvania
$34.4K
IRAG
207
Investment Research & Advisory Group
Georgia
$34K
AFS
208
Annapolis Financial Services
Maryland
$31.8K
BWM
209
Baystate Wealth Management
Massachusetts
$30.8K +$4.7K +546 +18%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$22K
CCM
211
Chilton Capital Management
Texas
$21.5K
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.1K +$1.61K +195 +9%
SS
213
Sunbelt Securities
Texas
$19.6K
BC
214
Bartlett & Co
Ohio
$16K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$15.8K
GRP
216
Global Retirement Partners
California
$15.7K +$163 +19 +1%
GC
217
Gould Capital
Washington
$13.3K -$67.4K -7,840 -83%
IA
218
IFP Advisors
Florida
$9.9K -$42.6K -4,946 -81%
LFA
219
Livelsberger Financial Advisory
Ohio
$9.2K +$9.2K +1,069 New
MRCM
220
M&R Capital Management
New Jersey
$8.6K
AP
221
Aspect Partners
Virginia
$8.6K +$8.6K +1,000 New
FG
222
Fairman Group
Pennsylvania
$8.27K +$8.27K +961 New
AIM
223
Anchor Investment Management
South Carolina
$5.55K +$43 +5 +0.8%
CFGS
224
Concourse Financial Group Securities
Alabama
$5.39K -$14.2K -1,650 -72%
CIA
225
Cape Investment Advisory
Georgia
$4.3K