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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$8.67 -0.01 (-0.12%)
Closing price 04/25/2025 03:59 PM Eastern
Extended Trading
$8.68 +0.01 (+0.06%)
As of 04/25/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Nuveen Municipal Value Fund (NYSE:NUV)

Current
Institutional Ownership
Percentage
22.50%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$128.45M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$33.08M
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NUV Institutional Buying and Selling by Quarter

Nuveen Municipal Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025Koshinski Asset Management Inc.167,917$1.47M0.1%+3.8%0.081%
4/25/2025Citizens National Bank Trust Department159,375$1.40M0.3%-3.7%0.077%
4/25/2025Capital Advisors Wealth Management LLC14,802$130K0.0%N/A0.007%
4/24/2025 Wolff Financial Management LLC11,823$104K0.0%N/A0.006%
4/23/2025 Narwhal Capital Management12,725$112K0.0%+26.6%0.000%
4/23/2025 EQ Wealth Advisors LLC5,119$45K0.0%N/A0.000%
4/22/2025 Nilsine Partners LLC11,170$98K0.0%-19.8%0.000%
4/22/2025 PFG Investments LLC35,416$311K0.0%-6.9%0.000%
4/22/2025 Congress Park Capital LLC502,882$4.41M1.7%+13.5%0.000%
4/22/2025 Advisor Resource Council17,459$153K0.0%N/A0.000%
4/21/2025 ORG Wealth Partners LLC19,922$175K0.1%+704.9%0.000%
4/21/2025 Roman Butler Fullerton & Co.222,242$1.90M0.7%+26.4%0.000%
4/18/2025 CENTRAL TRUST Co26,049$228K0.0%-10.2%0.000%
4/17/2025 Sowell Financial Services LLC10,761$94K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC154,417$1.35M0.0%-8.7%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC14,553$128K0.0%-51.9%0.000%
4/16/2025 Bar Harbor Wealth Management353,300$3.10M0.2%-5.5%0.000%
4/15/2025 Ibex Wealth Advisors179,886$1.58M0.2%+3.7%0.000%
4/14/2025 Farther Finance Advisors LLC3,869$34K0.0%+274.5%0.000%
4/11/2025 Disciplined Investments LLC59,902$525K0.2%+8.8%0.000%
4/10/2025 Breakwater Capital Group131,160$1.15M0.2%+7.9%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,722,971$15.11M0.7%+27.2%0.000%
4/9/2025 Harbor Investment Advisory LLC38,600$339K0.0%-4.9%0.000%
4/8/2025 Dumont & Blake Investment Advisors LLC12,679$111K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.66,700$573K0.0%-7.4%0.000%
2/18/2025Pettinga Financial Advisors LLC35,938$309K0.1%-65.1%0.000%
2/18/2025Harmony Asset Management LLC112,500$966K0.4%+6.4%0.000%
2/18/2025Elequin Capital LP8,763$75K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC25,913$223K0.0%+39.4%0.000%
2/17/2025Nomura Holdings Inc.41,400$356K0.0%N/A0.000%
2/17/2025Granby Capital Management LLC1,100,000$9.45M4.9%-15.4%0.000%
2/17/2025Focus Partners Wealth30,646$263K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers77,697$667K0.0%-8.0%0.000%
2/17/2025Cahill Financial Advisors Inc.12,993$112K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC11,359$98K0.0%-13.2%0.000%
2/17/2025Cary Street Partners Financial LLC23,465$202K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.223,713$1.92M0.0%-1.8%0.000%
2/17/2025Bank of America Corp DE882,720$7.58M0.0%-1.2%0.000%
2/17/2025Benjamin Edwards Inc.19,400$167K0.0%-21.6%0.000%
2/17/2025Ameriprise Financial Inc.283,822$2.44M0.0%+5.8%0.000%
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2/17/2025AlTi Global Inc.173,035$1.50M0.0%-12.1%0.000%
2/14/2025South Plains Financial Inc.4,250$37K0.0%N/A0.000%
2/14/2025Comerica Bank20,819$179K0.0%-22.2%0.000%
2/14/2025Beacon Pointe Advisors LLC18,698$161K0.0%+20.6%0.000%
2/14/2025Johnson Financial Group Inc.72,500$640K0.0%-38.3%0.000%
2/14/2025Westchester Capital Management LLC72,336$621K0.0%-15.5%0.000%
2/14/2025Kovitz Investment Group Partners LLC1,954,981$16.79M0.1%+69.4%0.000%
2/14/2025MGO One Seven LLC32,045$275K0.0%+23.7%0.000%
2/14/2025Canal Capital Management LLC10,045$86K0.0%N/A0.000%
2/14/2025Stifel Financial Corp522,474$4.49M0.0%+3.4%0.000%
2/14/2025OneDigital Investment Advisors LLC69,383$596K0.0%+11.1%0.000%
2/13/2025Capital Square LLC44,486$387K0.2%-12.6%0.000%
2/13/20251607 Capital Partners LLC2,655,203$22.81M1.8%+24.8%0.000%
2/13/2025NewEdge Advisors LLC28,962$249K0.0%-13.9%0.000%
2/13/2025Guggenheim Capital LLC1,439,482$12.37M0.1%-8.2%0.000%
2/13/2025XTX Topco Ltd14,537$125K0.0%+26.2%0.000%
2/13/2025Broyhill Asset Management503,759$4.33M3.8%N/A0.000%
2/13/2025Mariner LLC56,910$489K0.0%+2.5%0.000%
2/13/2025Cohen & Steers Inc.150,880$1.30M0.0%-6.2%0.000%
2/13/2025Rockefeller Capital Management L.P.395,809$3.40M0.0%+16.3%0.000%
2/13/2025 Glass Jacobson Investment Advisors llc7,725$66K0.0%-14.4%0.000%
2/13/2025Summit Financial Wealth Advisors LLC105,997$935K0.2%-5.9%0.000%
2/13/2025Raymond James Financial Inc.2,313,639$19.87M0.0%N/A0.000%
2/13/2025Hurley Capital LLC5,000$44K0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.51,106$439K0.0%+6.2%0.000%
2/13/2025Wells Fargo & Company MN1,324,935$11.38M0.0%+2.1%0.000%
2/13/2025Smith Moore & CO.140,710$1.21M0.1%-4.9%0.000%
2/12/2025Landscape Capital Management L.L.C.48,482$416K0.0%N/A0.000%
2/12/2025Orleans Capital Management Corp LA76,225$675K0.4%-6.8%0.000%
2/12/2025Physician Wealth Advisors Inc.14,055$121K0.0%N/A0.000%
2/12/2025PKS Advisory Services LLC47,450$408K0.1%N/A0.000%
2/11/2025LPL Financial LLC1,048,411$9.01M0.0%-15.0%0.000%
2/11/2025Optimum Investment Advisors51,200$440K0.2%+3.0%0.000%
2/11/2025Virtu Financial LLC21,187$182K0.0%-37.8%0.000%
2/10/2025Advisors Asset Management Inc.538,622$4.63M0.1%-19.0%0.000%
2/10/2025Flagship Wealth Advisors LLC3,125$27K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.3,995$34K0.0%-54.1%0.000%
2/10/2025Commonwealth Equity Services LLC408,627$3.51M0.0%-5.9%0.000%
2/10/2025Avantax Advisory Services Inc.14,007$120K0.0%N/A0.000%
2/10/2025Essential Planning LLC.527,488$4.69M0.0%N/A0.000%
2/7/2025HighTower Advisors LLC101,761$874K0.0%-2.3%0.000%
2/7/2025Tortoise Investment Management LLC1,838,060$15.79M1.7%-6.9%0.000%
2/6/2025Raymond James Financial Inc.2,313,639$19.87M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC115,846$995K0.0%+17.2%0.000%
2/6/2025NINE MASTS CAPITAL Ltd64,507$554K0.1%N/A0.000%
2/6/2025Jones Financial Companies Lllp208,439$1.79M0.0%+49.1%0.000%
2/5/2025 Oppenheimer & Co. Inc.13,988$120K0.0%+39.9%0.000%
2/4/2025Ackerman Capital Advisors LLC47,472$408K0.1%-45.6%0.000%
2/4/2025Bank of New York Mellon Corp49,992$429K0.0%+9.6%0.000%
2/4/2025Wealthspire Advisors LLC10,490$90K0.0%N/A0.000%
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2/3/2025Citizens National Bank Trust Department165,450$1.42M0.3%-5.4%0.000%
2/3/2025Concurrent Investment Advisors LLC47,318$406K0.0%+30.6%0.000%
2/3/2025WealthBridge Capital Management LLC40,892$351K0.1%-8.8%0.000%
2/3/2025Corps Capital Advisors LLC23,500$202K0.2%N/A0.000%
2/3/2025 Good Life Advisors LLC41,961$360K0.0%+2.9%0.000%
1/31/2025Callahan Advisors LLC93,793$806K0.1%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.63,739$548K0.0%N/A0.000%
1/31/2025Venturi Wealth Management LLC71,259$612K0.0%+34.9%0.000%
1/31/2025Truist Financial Corp16,995$146K0.0%-11.6%0.000%
1/31/2025Sanctuary Advisors LLC150,741$1.31M0.0%-10.1%0.000%
(Data available from 1/1/2016 forward)

NUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUV shares?

During the previous two years, 225 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($66.94M), UBS Group AG ($48.22M), 1607 Capital Partners LLC ($22.81M), Raymond James Financial Inc. ($19.87M), Kovitz Investment Group Partners LLC ($16.79M), Tortoise Investment Management LLC ($15.79M), and Hennion & Walsh Asset Management Inc. ($15.11M).Learn more on NUV's institutional investors.

What percentage of Nuveen Municipal Value Fund stock is owned by institutional investors?

22.50% of Nuveen Municipal Value Fund stock is owned by institutional investors. Learn more on NUV's institutional investor holdings.

Which institutional investors have been buying Nuveen Municipal Value Fund stock?

Of the 172 institutional investors that purchased Nuveen Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.63M), Kovitz Investment Group Partners LLC ($1.95M), UBS Group AG ($1.77M), Hennion & Walsh Asset Management Inc. ($1.16M), Tortoise Investment Management LLC ($1.06M), 1607 Capital Partners LLC ($924.46K), and Relative Value Partners Group LLC ($862.82K).

How much institutional buying is happening at Nuveen Municipal Value Fund?

Institutional investors have bought a total of 23,875,396 shares in the last 24 months. This purchase volume represents approximately $206.64M in transactions.

Which Nuveen Municipal Value Fund major shareholders have been selling company stock?

Of the 116 institutional investors that sold Nuveen Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($1.13M), Rockefeller Capital Management L.P. ($919.44K), Bar Harbor Wealth Management ($614.82K), Van ECK Associates Corp ($369.58K), AlTi Global Inc. ($321.13K), Johnson Financial Group Inc. ($299.75K), and Tiedemann Advisors LLC ($252.20K).

How much institutional selling is happening at Nuveen Municipal Value Fund?

Institutional investors have sold a total of 7,280,492 shares in the last 24 months. This volume of shares sold represents approximately $63.18M in transactions.



This page (NYSE:NUV) was last updated on 4/26/2025 by MarketBeat.com Staff
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