Nuveen Municipal Value Fund (NUV) Institutional Ownership

$8.64
-0.01 (-0.12%)
(As of 05/17/2024 08:54 PM ET)

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)
86
Total
Institutional Inflows
(last 12 months)
$73.62M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$31.52M
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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
5/14/2024 Sheaff Brock Investment Advisors LLC13,200$115K0.0%+17.9%0.006%
5/14/2024 Advisors Asset Management Inc.662,242$5.77M0.1%+1.9%0.319%
5/10/2024 City of London Investment Management Co. Ltd.154,491$1.35M0.1%-27.7%0.074%
5/9/2024 Koshinski Asset Management Inc.134,070$1.17M0.1%-34.8%0.065%
5/7/2024 Capital Square LLC35,750$311K0.2%N/A0.017%
5/7/2024 Concurrent Investment Advisors LLC40,743$355K0.0%+180.0%0.020%
5/6/2024 ORG Partners LLC9,624$84K0.2%N/A0.005%
5/6/2024 Oxbow Advisors LLC14,839$129K0.0%N/A0.007%
5/2/2024 Summit Financial Wealth Advisors LLC146,335$1.28M0.3%-6.1%0.071%
5/1/2024 Janney Montgomery Scott LLC154,417$1.35M0.0%+26.3%0.074%
4/30/2024 Van ECK Associates Corp1,133,417$9.87M0.0%-22.9%0.546%
4/30/2024 BlueChip Wealth Advisors LLC36,945$322K0.2%+45.2%0.018%
4/30/2024 WealthBridge Capital Management LLC52,221$455K0.2%+2.8%0.025%
4/29/2024Commonwealth Equity Services LLC413,155$3.60M0.0%+3.8%0.199%
4/29/2024 Benjamin F. Edwards & Company Inc.24,750$216K0.0%-13.9%0.012%
4/26/2024 Chicago Partners Investment Group LLC688,721$5.88M0.2%+9.5%0.332%
4/26/2024 Mesirow Financial Investment Management Inc.198,781$1.73M0.0%N/A0.096%
4/24/2024 Bar Harbor Wealth Management515,403$4.49M0.3%-10.7%0.248%
4/23/2024 Bfsg LLC100,205$873K0.1%-17.0%0.048%
4/23/2024 Venturi Wealth Management LLC46,150$402K0.0%+70.8%0.022%
4/23/2024 Raymond James Financial Services Advisors Inc.600,872$5.23M0.0%-3.3%0.290%
4/22/2024 PFG Investments LLC11,266$98K0.0%N/A0.005%
4/22/2024 Raymond James & Associates1,663,597$14.49M0.0%-3.8%0.802%
4/18/2024 SeaCrest Wealth Management LLC26,273$229K0.0%-12.9%0.013%
4/18/2024 Pettinga Financial Advisors LLC185,157$1.61M0.4%+38.0%0.089%
4/18/2024 Breakwater Capital Group165,409$1.44M0.4%+78.3%0.080%
4/17/2024 Hennion & Walsh Asset Management Inc.618,073$5.38M0.3%+0.6%0.298%
4/16/2024 Congress Park Capital LLC347,882$3.03M1.3%+95.4%0.168%
4/12/2024 Harbor Investment Advisory LLC58,100$506K0.0%-6.4%0.028%
4/12/2024 Global Assets Advisory LLC13,078$114K0.0%N/A0.006%
4/12/2024 True North Advisors LLC497,921$4.34M1.2%N/A0.240%
4/12/2024 High Net Worth Advisory Group LLC10,000$87K0.0%N/A0.005%
4/11/2024 Radnor Capital Management LLC10,000$87K0.0%N/A0.005%
4/11/2024 International Assets Investment Management LLC16,496$143K0.0%+14.0%0.008%
4/11/2024 Optimum Investment Advisors57,972$505K0.2%+13.7%0.028%
4/11/2024 RFG Advisory LLC12,200$106K0.0%-46.5%0.006%
3/27/2024 Nomura Holdings Inc.31,952$275K0.0%N/A0.015%
3/22/2024 PNC Financial Services Group Inc.25,971$223K0.0%-7.2%0.013%
3/15/2024 BlueChip Wealth Advisors LLC25,445$219K0.2%N/A0.012%
2/29/2024 Tortoise Investment Management LLC1,611,003$13.86M1.9%+27.1%0.776%
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2/26/2024Virtu Financial LLC19,519$168K0.0%N/A0.009%
2/23/2024 Chicago Partners Investment Group LLC629,156$5.46M0.3%-1.0%0.303%
2/15/2024 Granby Capital Management LLC1,300,000$11.18M7.0%+23.8%0.626%
2/15/2024 Cohen & Steers Inc.587,981$5.06M0.0%-5.9%0.283%
2/13/2024 Essential Planning LLC.20,780$179K0.1%-5.4%0.010%
2/13/2024 1607 Capital Partners LLC3,405,045$29.28M2.1%+7.0%1.641%
2/12/2024 Relative Value Partners Group LLC862,816$7.42M0.5%N/A0.416%
2/12/2024 Weiss Asset Management LP69,578$598K0.0%N/A0.034%
2/12/2024 Stifel Financial Corp822,880$7.08M0.0%-10.9%0.396%
2/12/2024 Steward Partners Investment Advisory LLC50,082$431K0.0%-8.7%0.024%
2/12/2024 Parallel Advisors LLC16,352$141K0.0%+1,109.5%0.008%
2/9/2024 Johnson Financial Group Inc.143,500$1.23M0.1%-61.5%0.069%
2/9/2024 City of London Investment Management Co. Ltd.213,643$1.84M0.2%N/A0.103%
2/9/2024 King Luther Capital Management Corp11,370$98K0.0%N/A0.005%
2/9/2024 D.A. Davidson & CO.10,058$86K0.0%-61.1%0.005%
2/9/2024 Wells Fargo & Company MN861,727$7.41M0.0%-9.0%0.415%
2/9/2024 UBS Group AG5,607,096$48.22M0.0%+27.5%2.702%
2/8/2024 Sheaff Brock Investment Advisors LLC11,200$96K0.0%N/A0.005%
2/8/2024 Tortoise Investment Management LLC1,762,966$15.51M2.0%+39.1%0.849%
2/8/2024 Janney Montgomery Scott LLC122,309$1.05M0.0%+1.2%0.059%
2/7/2024 Cary Street Partners Investment Advisory LLC32,579$280K0.0%-4.9%0.016%
2/6/2024 Merit Financial Group LLC11,685$100K0.0%N/A0.006%
2/5/2024 Van ECK Associates Corp1,469,667$12.64M0.0%+15.2%0.708%
2/5/2024 Stonebrook Private Inc.29,221$251K0.1%N/A0.014%
2/2/2024 Private Wealth Partners LLC23,300$200K0.0%-40.3%0.011%
2/2/2024 Truist Financial Corp32,807$282K0.0%-3.8%0.016%
2/2/2024 Bfsg LLC120,774$1.04M0.2%+11.6%0.058%
2/1/2024 Wolverine Asset Management LLC10,729$92K0.0%N/A0.005%
1/31/2024 J.W. Cole Advisors Inc.11,468$99K0.0%N/A0.006%
1/31/2024 Western Wealth Management LLC36,000$310K0.0%-8.2%0.017%
1/31/2024 Roman Butler Fullerton & Co.102,645$885K0.3%+8.8%0.049%
1/30/2024 Mathes Company Inc.132,500$1.14M0.5%-3.6%0.064%
1/29/2024 Saxony Capital Management LLC11,750$101K0.1%N/A0.006%
1/29/2024 Koshinski Asset Management Inc.205,512$1.77M0.3%+56.8%0.099%
1/29/2024 Citizens National Bank Trust Department191,400$1.65M0.4%-18.3%0.092%
1/29/2024 Schmidt P J Investment Management Inc.10,854$94K0.0%-20.2%0.005%
1/26/2024 Harbor Investment Advisory LLC62,100$534K0.1%-11.4%0.030%
1/25/2024 RFG Advisory LLC22,800$196K0.0%+59.4%0.011%
1/25/2024 Narwhal Capital Management13,350$115K0.0%N/A0.006%
1/24/2024 Barrett & Company Inc.8,845$76K0.0%-14.5%0.004%
1/24/2024 CENTRAL TRUST Co43,197$371K0.0%-36.2%0.021%
1/24/2024 Venture Visionary Partners LLC21,532$185K0.0%-23.5%0.010%
1/24/2024 International Assets Investment Management LLC124,472$1.07M0.0%+794.4%0.060%
1/24/2024 Breakwater Capital Group92,745$800K0.2%+26.0%0.045%
1/23/2024 Venturi Wealth Management LLC27,023$232K0.0%+175.9%0.013%
1/23/2024 DAVENPORT & Co LLC57,539$495K0.0%-41.1%0.028%
1/23/2024 Sightline Wealth Advisors LLC15,750$135K0.1%-9.4%0.008%
1/19/2024 Congress Park Capital LLC178,042$1.53M0.7%+136.9%0.086%
1/19/2024 Summit Financial Wealth Advisors LLC155,835$1.34M0.3%-6.7%0.075%
1/18/2024 Ballew Advisors Inc35,251$303K0.2%-12.3%0.017%
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1/18/2024 SeaCrest Wealth Management LLC30,173$262K0.0%-13.3%0.015%
1/18/2024 Access Financial Services Inc.71,678$616K0.3%-22.0%0.035%
1/18/2024 Pettinga Financial Advisors LLC134,150$1.15M0.3%N/A0.065%
1/17/2024 Bar Harbor Wealth Management576,889$4.96M0.4%-28.0%0.278%
1/16/2024 Raymond James Financial Services Advisors Inc.621,115$5.34M0.0%+44.6%0.299%
1/16/2024 Raymond James & Associates1,730,131$14.88M0.0%-33.4%0.834%
1/12/2024 Disciplined Investments LLC50,847$437K0.3%-36.1%0.024%
1/12/2024 Hudson Valley Investment Advisors Inc. ADV122,686$1.07M0.1%-13.0%0.059%
1/12/2024 Lantz Financial LLC22,947$197K0.1%-8.0%0.011%
1/12/2024 Advisor Resource Council17,459$150K0.0%N/A0.008%
(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, 214 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($48.22M), Rivernorth Capital Management LLC ($34.81M), 1607 Capital Partners LLC ($29.28M), Raymond James & Associates ($14.49M), Tortoise Investment Management LLC ($13.86M), Granby Capital Management LLC ($11.18M), and Van ECK Associates Corp ($9.87M).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 163 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: UBS Group AG ($2.06M), Raymond James & Associates ($1.94M), Tortoise Investment Management LLC ($1.11M), Granby Capital Management LLC ($1.10M), Bar Harbor Wealth Management ($935.37K), Relative Value Partners Group LLC ($862.82K), and Tiedemann Advisors LLC ($779.68K).

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

Institutional investors have bought a total of 19,044,361 shares in the last 24 months. This purchase volume represents approximately $165.07M in transactions.

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

Of the 118 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 ($1.06M), Van ECK Associates Corp ($676.40K), Bar Harbor Wealth Management ($437.34K), Bfsg LLC ($379.11K), Johnson Financial Group Inc. ($364.35K), UBS Group AG ($345.94K), and Private Wealth Partners LLC ($329.85K).

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

Institutional investors have sold a total of 6,752,205 shares in the last 24 months. This volume of shares sold represents approximately $58.38M in transactions.


This page (NYSE:NUV) was last updated on 5/20/2024 by MarketBeat.com Staff

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