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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

138 hedge funds and large institutions have $199M invested in Nuveen Municipal Value Fund in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
39
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.8M
2
UBS Group
2
UBS Group
Switzerland
$19.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.4M
5
WP
5
WealthPLAN Partners
Nebraska
$928K

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$153K
2
OIA
2
Optimum Investment Advisors
Illinois
$651K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$23.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.31M
5
SWM
5
Stockman Wealth Management
Montana
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.4M 3,577,113 +117,966 +3%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$23.7M 2,328,364 -55,283 -2%
UBS Group
3
UBS Group
Switzerland
$19.7M 1,932,392 +336,426 +21%
Bank of America
4
Bank of America
North Carolina
$13.9M 1,366,979 +50,405 +4%
LPL Financial
5
LPL Financial
California
$13.8M 1,356,806 +679,941 +100%
BHTS
6
Bar Harbor Trust Services
Maine
$6.53M 641,793 +2,705 +0.4%
Wells Fargo
7
Wells Fargo
California
$6.25M 613,817 +30,310 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.24M 416,266 +268,847 +182%
RJA
9
Raymond James & Associates
Florida
$4.01M 393,698 +21,617 +6%
SWM
10
Stockman Wealth Management
Montana
$3.73M 366,500 -32,000 -8%
Stifel Financial
11
Stifel Financial
Missouri
$3.62M 355,641 +18,706 +6%
RCYC
12
Richard C. Young & Co
Rhode Island
$3.52M 346,117 +3,007 +0.9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.15M 309,262 -6,937 -2%
SWP
14
Stratos Wealth Partners
Ohio
$2.95M 289,314 +1,816 +0.6%
SFPIA
15
Stevens First Principles Investment Advisors
California
$2.73M 268,148 -195 -0.1%
NCM
16
Narwhal Capital Management
Georgia
$2.64M 258,878 +1,802 +0.7%
CTC
17
Central Trust Company
Missouri
$2.28M 224,350 +1,645 +0.7%
VanEck Associates
18
VanEck Associates
New York
$2.25M 221,343 +23,999 +12%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$2.11M 207,581 +18,501 +10%
JIR
20
James Investment Research
Ohio
$2.07M 203,135 +8,100 +4%
DHFB
21
Dixon Hubard Feinour & Brown
Virginia
$1.9M 186,375 -4,190 -2%
DLCIG
22
D.L. Carlson Investment Group
New Hampshire
$1.71M 167,750 +8,600 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.6M 156,719 -4,417 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.34M 131,278 -29,068 -18%
UCFA
25
United Capital Financial Advisors
Texas
$1.31M 128,965 -38,705 -23%
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