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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$8.62 +0.08 (+0.88%)
Closing price 08/1/2025 03:58 PM Eastern
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$8.62 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
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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)
136
Total
Institutional Inflows
(last 12 months)
$129.45M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$37.53M
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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
8/1/2025Oarsman Capital Inc.10,692$93K0.0%-17.4%0.005%
8/1/2025Petra Financial Advisors Inc.14,038$122K0.1%-9.4%0.007%
8/1/2025Envestnet Asset Management Inc.32,544$283K0.0%+6.6%0.016%
7/31/2025 Optimum Investment Advisors43,700$380K0.2%-22.2%0.021%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC128,959$1.12M1.3%+38.9%0.062%
7/31/2025 Focus Partners Advisor Solutions LLC22,913$199K0.0%N/A0.011%
7/31/2025 Moloney Securities Asset Management LLC12,039$105K0.0%-45.4%0.006%
7/31/2025 AlTi Global Inc.132,210$1.15M0.0%-23.6%0.064%
7/30/2025 Roman Butler Fullerton & Co.224,776$1.92M0.6%+1.1%0.108%
7/30/2025 D.A. Davidson & CO.16,972$147K0.0%N/A0.008%
7/29/2025 Stephens Inc. AR15,333$133K0.0%-38.3%0.007%
7/29/2025 Chicago Partners Investment Group LLC784,377$6.64M0.2%-0.6%0.378%
7/29/2025 Dumont & Blake Investment Advisors LLC16,217$141K0.0%+27.9%0.008%
7/29/2025 Koshinski Asset Management Inc.166,513$1.45M0.1%-0.8%0.080%
7/29/2025 Stratos Wealth Partners LTD.44,225$384K0.0%+10.9%0.021%
7/28/2025 Callahan Advisors LLC46,001$400K0.0%-51.3%0.022%
7/25/2025 MGO One Seven LLC26,648$232K0.0%-28.5%0.013%
7/25/2025 Dynamic Financial Group153,522$1.33M1.3%+47.5%0.074%
7/25/2025 Concurrent Investment Advisors LLC89,363$777K0.0%+24.7%0.043%
7/24/2025 Coordinated Financial Services Inc.10,000$87K0.1%N/A0.005%
7/23/2025 Bar Harbor Wealth Management295,458$2.57M0.2%-16.4%0.142%
7/23/2025 Narwhal Capital Management26,100$227K0.0%+105.1%0.013%
7/23/2025 Citizens National Bank Trust Department149,175$1.30M0.3%-6.4%0.072%
7/23/2025 Seamount Financial Group Inc.62,799$546K0.3%+4.7%0.030%
7/23/2025 Prime Capital Investment Advisors LLC19,516$170K0.0%-20.4%0.009%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV41,215$358K0.0%-14.1%0.020%
7/21/2025 Ameritas Advisory Services LLC3,753$33K0.0%N/A0.002%
7/17/2025 Capital Investment Advisors LLC34,815$303K0.0%-3.6%0.017%
7/17/2025 Janney Montgomery Scott LLC142,681$1.24M0.0%-7.6%0.069%
7/16/2025 ORG Wealth Partners LLC14,773$129K0.0%-25.8%0.007%
7/16/2025 True North Advisors LLC412,922$3.59M0.7%-19.2%0.199%
7/16/2025 Dakota Wealth Management15,533$135K0.0%-26.5%0.007%
7/15/2025 Sightline Wealth Advisors LLC13,099$114K0.1%-21.0%0.006%
7/14/2025 Golden State Equity Partners16,066$140K0.0%N/A0.008%
7/14/2025 Caitlin John LLC11,000$96K0.1%-29.5%0.005%
7/11/2025 Annex Advisory Services LLC11,590$101K0.0%N/A0.006%
7/11/2025 Congress Park Capital LLC551,632$4.79M1.6%+9.7%0.266%
7/10/2025 Wealth Enhancement Advisory Services LLC27,021$236K0.0%+85.7%0.013%
7/10/2025 High Net Worth Advisory Group LLC70,000$608K0.2%+7.7%0.034%
7/9/2025 Breakwater Capital Group89,998$782K0.1%-31.4%0.043%
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7/7/2025 Whitaker Myers Wealth Managers LTD.47,337$411K0.1%N/A0.023%
6/27/2025Goldman Sachs Group Inc.12,692$111K0.0%N/A0.006%
5/20/2025Focus Partners Wealth61,646$541K0.0%+101.2%0.030%
5/16/2025Goldman Sachs Group Inc.12,692$111K0.0%N/A0.006%
5/16/2025NewEdge Advisors LLC24,470$215K0.0%-15.5%0.012%
5/16/2025Advisors Asset Management Inc.473,877$4.16M0.1%-12.0%0.228%
5/16/20251607 Capital Partners LLC2,718,221$23.84M1.9%+2.4%1.310%
5/15/2025Royal Bank of Canada509,410$4.47M0.0%+5.4%0.245%
5/15/2025Baird Financial Group Inc.231,184$2.03M0.0%+3.3%0.111%
5/15/2025Tortoise Investment Management LLC1,359,761$11.93M1.2%-26.0%0.655%
5/15/2025Oarsman Capital Inc.12,942$114K0.0%+84.9%0.006%
5/14/2025Guggenheim Capital LLC1,507,789$13.22M0.1%+4.7%0.726%
5/14/2025PKS Advisory Services LLC45,450$399K0.1%-4.2%0.022%
5/14/2025Westchester Capital Management LLC59,644$523K0.0%-17.5%0.029%
5/14/2025Northwestern Mutual Wealth Management Co.5,256$46K0.0%-27.6%0.003%
5/14/2025 Caitlin John LLC15,600$137K0.1%+23.8%0.008%
5/14/2025Kestra Advisory Services LLC125,374$1.10M0.0%+4.2%0.060%
5/13/2025Raymond James Financial Inc.2,307,649$20.24M0.0%-0.3%1.112%
5/13/2025 Dynamic Financial Group104,061$913K0.9%+452.5%0.050%
5/13/2025Kovitz Investment Group Partners LLC2,012,078$17.65M0.1%+2.9%0.969%
5/13/2025Dagco Inc.4,753$42K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC107,421$942K0.0%+5.6%0.052%
5/12/2025Virtu Financial LLC14,696$129K0.0%-30.6%0.007%
5/12/2025 True North Advisors LLC510,777$4.48M0.8%N/A0.246%
5/12/2025Flagship Wealth Advisors LLC5,625$49K0.0%+80.0%0.003%
5/12/2025 Cresta Advisors Ltd.180,840$1.59M0.8%-14.2%0.087%
5/9/2025Wealthspire Advisors LLC21,480$188K0.0%+104.8%0.010%
5/9/2025 Ackerman Capital Advisors LLC14,982$131K0.0%-68.4%0.007%
5/9/2025Pathway Financial Advisers LLC62,585$549K0.2%-3.3%0.030%
5/9/2025PNC Financial Services Group Inc.29,547$259K0.0%+13.1%0.014%
5/8/2025Baker Avenue Asset Management LP15,938$140K0.0%N/A0.008%
5/8/2025Shufro Rose & Co. LLC10,000$88K0.0%N/A0.005%
5/8/2025 Harbour Investments Inc.9,507$83K0.0%+138.0%0.005%
5/8/2025Tandem Financial LLC130,915$1.15M1.2%+2.2%0.063%
5/8/2025Modera Wealth Management LLC17,310$152K0.0%+30.6%0.008%
5/8/2025Mesirow Financial Investment Management Inc.49,434$434K0.0%-75.2%0.024%
5/7/2025LPL Financial LLC1,154,702$10.13M0.0%+10.1%0.556%
5/6/2025Cetera Investment Advisers88,042$772K0.0%+13.3%0.042%
5/6/2025 Venturi Wealth Management LLC92,582$812K0.0%+29.9%0.045%
5/5/2025Kestra Private Wealth Services LLC92,415$810K0.0%+22.1%0.045%
5/2/2025Summit X LLC44,782$393K0.1%N/A0.022%
5/2/2025 Pettinga Financial Advisors LLC26,688$234K0.1%-25.7%0.013%
5/2/2025 Accredited Investor Services LLC105,300$923K0.8%+3.4%0.051%
5/2/2025 Blake Schutter Theil Wealth Advisors LLC92,845$814K0.9%-8.4%0.045%
5/2/2025 Dakota Wealth Management21,124$186K0.0%-24.9%0.010%
5/1/2025 Stephens Inc. AR24,833$218K0.0%-5.1%0.012%
5/1/2025Mathes Company Inc.145,000$1.27M0.5%+5.5%0.070%
5/1/2025Harmony Asset Management LLC95,500$838K0.4%-15.1%0.046%
4/30/2025 Seamount Financial Group Inc.59,962$526K0.4%+24.9%0.029%
4/30/2025 Optimum Investment Advisors56,200$493K0.2%+9.8%0.027%
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4/29/2025 Concurrent Investment Advisors LLC71,670$629K0.0%+51.5%0.035%
4/29/2025 Investors Asset Management of Georgia Inc. GA ADV16,250$143K0.1%+32.7%0.008%
4/28/2025 Private Trust Co. NA5,723$50K0.0%+109.4%0.003%
4/25/2025 Koshinski Asset Management Inc.167,917$1.47M0.1%+3.8%0.081%
4/25/2025 Citizens 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%
(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 ($23.84M), Raymond James Financial Inc. ($20.24M), Kovitz Investment Group Partners LLC ($17.65M), Hennion & Walsh Asset Management Inc. ($15.11M), and Raymond James & Associates ($14.43M).Learn more on Nuveen Municipal Value Fund's institutional investors.

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

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

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

Of the 181 institutional investors that purchased Nuveen Municipal Value Fund's 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 ($2.01M), UBS Group AG ($1.43M), Hennion & Walsh Asset Management Inc. ($1.16M), Tortoise Investment Management LLC ($1.06M), True North Advisors LLC ($1.01M), and 1607 Capital Partners LLC ($987.48K).

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

Institutional investors have bought a total of 14,873,979 shares in the last 24 months. This purchase volume represents approximately $129.45M in transactions.

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

Of the 81 institutional investors that sold Nuveen Municipal Value Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($919.44K), Tortoise Investment Management LLC ($615.35K), AlTi Global Inc. ($361.96K), Granby Capital Management LLC ($200K), Advisors Asset Management Inc. ($190.70K), LPL Financial LLC ($184.98K), and Congress Park Capital LLC ($167.50K).

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

Institutional investors have sold a total of 4,276,219 shares in the last 24 months. This volume of shares sold represents approximately $37.53M in transactions.



This page (NYSE:NUV) was last updated on 8/2/2025 by MarketBeat.com Staff
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