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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$8.65 -0.04 (-0.40%)
As of 01/23/2025 03:59 PM Eastern
This is a fair market value 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)
89
Total
Institutional Inflows
(last 12 months)
$98.35M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$29.49M
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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
1/23/2025Ibex Wealth Advisors173,477$1.49M0.2%N/A0.000%
1/22/2025 Orca Wealth Management LLC19,997$172K0.2%N/A0.000%
1/22/2025 Nilsine Partners LLC13,936$120K0.0%N/A0.000%
1/22/2025 PFG Investments LLC38,051$327K0.0%+37.8%0.000%
1/22/2025 Narwhal Capital Management10,050$86K0.0%N/A0.000%
1/21/2025 High Net Worth Advisory Group LLC65,000$558K0.2%+550.0%0.000%
1/21/2025 Fifth Third Bancorp3,502$30K0.0%-33.3%0.000%
1/17/2025 Janney Montgomery Scott LLC169,053$1.45M0.0%+2.9%0.000%
1/17/2025 Dakota Wealth Management28,124$242K0.0%-12.4%0.000%
1/16/2025 Koshinski Asset Management Inc.161,817$1.39M0.0%-9.3%0.000%
1/16/2025 Access Financial Services Inc.41,341$355K0.2%+27.8%0.000%
1/15/2025 Congress Park Capital LLC442,882$3.80M1.4%+36.1%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.1,354,412$11.63M0.5%+51.0%0.000%
1/14/2025 Breakwater Capital Group121,589$1.04M0.2%+6.4%0.000%
1/13/2025 Bar Harbor Wealth Management373,800$3.21M0.2%-17.6%0.000%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV47,962$412K0.0%-57.8%0.000%
12/13/2024B. Riley Wealth Advisors Inc.72,020$652K0.0%+74.3%0.000%
11/25/2024Sanctuary Advisors LLC167,616$1.47M0.0%+88.2%0.000%
11/20/2024Virtu Financial LLC34,090$307K0.0%N/A0.000%
11/18/2024Cresta Advisors Ltd.210,840$1.90M1.0%+19.2%0.000%
11/18/2024Coldstream Capital Management Inc.15,640$140K0.0%N/A0.000%
11/15/2024XTX Topco Ltd11,521$104K0.0%N/A0.000%
11/15/2024Kovitz Investment Group Partners LLC1,153,983$10.41M0.1%N/A0.000%
11/15/2024Stifel Financial Corp505,514$4.56M0.0%-1.2%0.000%
11/15/2024Rivernorth Capital Management LLC7,420,686$66.94M3.3%+9.1%0.000%
11/15/2024Harmony Asset Management LLC105,700$953K0.4%+93.2%0.000%
11/15/2024Hilltop Holdings Inc.68,516$618K0.0%+12.4%0.000%
11/15/2024Coastwise Capital Group LLC12,917$117K0.1%N/A0.000%
11/15/2024Benjamin Edwards Inc.24,750$223K0.0%N/A0.000%
11/14/2024Westchester Capital Management LLC85,598$772K0.0%-36.9%0.000%
11/14/2024Icon Wealth Advisors LLC13,200$119K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.340,277$3.07M0.0%-73.0%0.000%
11/14/2024Teachers Insurance & Annuity Association of America91,358$824K1.3%N/A0.000%
11/13/2024Summit Financial Wealth Advisors LLC112,635$1.02M0.2%-5.3%0.000%
11/13/2024Capital Square LLC50,920$459K0.3%N/A0.000%
11/13/2024Private Trust Co. NA5,698$51K0.0%+35.7%0.000%
11/12/2024Icon Wealth Advisors LLC13,646$123K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.664,578$5.99M0.1%+3.5%0.000%
11/8/2024Second Half Financial Partners LLC29,464$266K0.1%N/A0.000%
11/7/2024Prospera Financial Services Inc581,288$5.24M0.1%-0.6%0.000%
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11/7/2024Islay Capital Management LLC11,500$104K0.1%N/A0.000%
11/6/2024Sheaff Brock Investment Advisors LLC14,800$133K0.0%+12.1%0.000%
11/6/2024Oppenheimer & Co. Inc.10,000$90K0.0%N/A0.000%
11/4/2024Venturi Wealth Management LLC52,841$477K0.0%+6.3%0.000%
11/4/2024Wolverine Asset Management LLC75,623$682K0.0%+54.9%0.000%
11/4/2024 Mayflower Financial Advisors LLC27,370$247K0.0%N/A0.000%
11/1/2024 Sheets Smith Wealth Management67,742$611K0.1%+361.8%0.000%
10/31/2024Blake Schutter Theil Wealth Advisors LLC101,321$914K0.7%N/A0.000%
10/31/2024Concurrent Investment Advisors LLC36,238$327K0.0%-11.1%0.000%
10/30/2024 Radnor Capital Management LLC10,000$90K0.0%N/A0.000%
10/29/2024Roman Butler Fullerton & Co.173,977$1.59M0.5%+28.4%0.000%
10/29/2024Citizens National Bank Trust Department174,975$1.58M0.3%-6.7%0.000%
10/29/2024Van ECK Associates Corp1,185,533$10.59M0.0%-2.7%0.000%
10/29/2024 Janney Montgomery Scott LLC164,283$1.48M0.0%+6.9%0.000%
10/29/2024Chicago Partners Investment Group LLC745,472$6.66M0.2%+4.1%0.000%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV113,612$1.03M0.1%-7.4%0.000%
10/25/2024Pathway Financial Advisers LLC58,401$527K0.0%-2.7%0.000%
10/24/2024Ackerman Capital Advisors LLC87,269$787K0.2%+53.8%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC29,878$270K0.0%+83.6%0.000%
10/24/2024 PFG Investments LLC27,613$249K0.0%+23.5%0.000%
10/24/2024Pathway Financial Advisers LLC58,401$527K0.0%-2.7%0.000%
10/23/2024Pettinga Financial Advisors LLC103,000$929K0.2%-42.4%0.000%
10/23/2024 Dakota Wealth Management32,107$291K0.0%-9.0%0.000%
10/23/2024CENTRAL TRUST Co32,621$294K0.0%-4.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.896,990$8.09M0.4%+38.8%0.000%
10/22/2024 International Assets Investment Management LLC75,916$685K0.0%+359.8%0.000%
10/22/2024Private Advisor Group LLC19,999$180K0.0%+70.2%0.000%
10/18/2024Seamount Financial Group Inc.45,702$412K0.3%-7.1%0.000%
10/18/2024Raymond James & Associates1,599,490$14.43M0.0%-0.4%0.000%
10/17/2024 Bar Harbor Wealth Management453,466$4.09M0.3%+6.4%0.000%
10/16/2024Optimum Investment Advisors49,700$448K0.2%-11.6%0.000%
10/16/2024Good Life Advisors LLC40,775$368K0.0%+5.5%0.000%
10/16/2024Bfsg LLC86,517$780K0.1%-12.3%0.000%
10/11/2024Creative Planning12,926$117K0.0%-23.6%0.000%
10/11/2024 ORG Partners LLC17,067$154K0.0%-12.5%0.000%
10/10/2024 Koshinski Asset Management Inc.178,488$1.61M0.1%+24.9%0.000%
10/10/2024 Ballew Advisors Inc27,052$246K0.2%-33.1%0.000%
10/9/2024 Congress Park Capital LLC325,382$2.94M1.1%-34.0%0.000%
10/8/2024CWM LLC9,451$85K0.0%+204.5%0.000%
10/8/2024 Dynamic Advisor Solutions LLC72,275$652K0.0%-12.7%0.000%
10/5/2024 Harbor Investment Advisory LLC40,600$366K0.0%-21.3%0.000%
9/5/2024Sanctuary Advisors LLC89,066$753K0.0%N/A0.000%
8/21/2024Truist Financial Corp18,950$164K0.0%-23.4%0.000%
8/19/2024B. Riley Wealth Advisors Inc.41,316$358K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC67,666$584K0.2%N/A0.000%
8/15/2024AlTi Global Inc.204,897$1.77M0.0%-59.2%0.000%
8/12/2024Disciplined Investments LLC54,854$473K0.3%+7.8%0.000%
8/9/2024City of London Investment Management Co. Ltd.164,226$1.42M0.1%+6.3%0.000%
8/8/2024Williams Financial LLC311,409$2.66M0.7%N/A0.000%
8/8/2024Private Wealth Partners LLC18,700$161K0.0%-19.7%0.000%
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8/8/2024NINE MASTS CAPITAL Ltd182,246$1.57M0.5%N/A0.000%
8/7/2024Wedbush Securities Inc.45,999$397K0.0%-12.6%0.000%
8/7/2024 PFG Investments LLC22,361$193K0.0%+98.5%0.000%
8/7/2024Ashton Thomas Private Wealth LLC4,169$36K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC48,812$421K0.0%+167.6%0.000%
8/2/2024Tortoise Investment Management LLC1,999,613$17.26M2.0%+11.3%0.000%
8/1/2024TIAA Trust National Association18,793$162K0.0%-6.9%0.000%
7/31/2024Van ECK Associates Corp1,218,863$10.52M0.0%+7.5%0.000%
7/31/2024Commonwealth Equity Services LLC405,767$3.50M0.0%-1.8%0.000%
7/31/2024Rothschild Investment LLC15,744$136K0.0%N/A0.000%
(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, 210 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 ($29.28M), Tortoise Investment Management LLC ($17.26M), Raymond James & Associates ($14.43M), Hennion & Walsh Asset Management Inc. ($11.63M), and Granby Capital Management LLC ($11.18M).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 159 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 & Associates ($1.89M), UBS Group AG ($1.77M), Tortoise Investment Management LLC ($1.31M), Kovitz Investment Group Partners LLC ($1.15M), Relative Value Partners Group LLC ($862.82K), Van ECK Associates Corp ($811.09K), and Hennion & Walsh Asset Management Inc. ($794.52K).

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

Institutional investors have bought a total of 18,604,934 shares in the last 24 months. This purchase volume represents approximately $161.39M in transactions.

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

Of the 110 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 ($594.32K), Bfsg LLC ($392.79K), Van ECK Associates Corp ($369.58K), Johnson Financial Group Inc. ($320.35K), and AlTi Global Inc. ($297.37K).

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

Institutional investors have sold a total of 7,483,806 shares in the last 24 months. This volume of shares sold represents approximately $64.95M in transactions.



This page (NYSE:NUV) was last updated on 1/24/2025 by MarketBeat.com Staff
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