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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$9.06 -0.01 (-0.06%)
Closing price 10/13/2025 03:58 PM Eastern
Extended Trading
$9.07 +0.01 (+0.06%)
As of 10/13/2025 04:10 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.
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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)
142
Total
Institutional Inflows
(last 12 months)
$128.17M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$45.87M
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NUV Institutional Buying and Selling by Quarter

Nuveen Municipal Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025 Congress Park Capital LLC646,632$5.81M1.8%+17.2%0.312%
10/3/2025 Summit Financial Wealth Advisors LLC69,396$624K0.1%-11.4%0.033%
9/29/2025 Summit Financial Wealth Advisors LLC78,297$680K0.1%-26.0%0.038%
9/26/2025Corient Private Wealth LLC33,491$291K0.0%+99.9%0.016%
9/4/2025Osaic Holdings Inc.186,936$1.63M0.0%+37.9%0.090%
8/15/2025Corient Private Wealth LLC33,491$291K0.0%+99.9%0.016%
8/15/2025Captrust Financial Advisors33,947$295K0.0%+65.0%0.016%
8/15/2025Bank of America Corp DE925,266$8.04M0.0%-2.3%0.446%
8/15/2025Ameriprise Financial Inc.202,819$1.76M0.0%-15.9%0.098%
8/14/2025Jane Street Group LLC11,630$101K0.0%N/A0.006%
8/14/2025Raymond James Financial Inc.1,771,323$15.39M0.0%-23.2%0.853%
8/13/2025Capital Advisors Wealth Management LLC22,332$194K0.0%+50.9%0.011%
8/13/2025Brown Advisory Inc.32,674$284K0.0%-25.7%0.016%
8/13/2025Baird Financial Group Inc.240,372$2.09M0.0%+4.0%0.116%
8/13/2025Guggenheim Capital LLC1,550,540$13.47M0.1%+2.8%0.747%
8/13/2025Plan Group Financial LLC12,978$113K0.0%N/A0.006%
8/13/2025Northwestern Mutual Wealth Management Co.6,873$60K0.0%+30.8%0.003%
8/13/2025Johnson Financial Group Inc.41,500$362K0.0%-42.8%0.020%
8/13/2025Choreo LLC11,938$104K0.0%N/A0.006%
8/12/2025Advisors Asset Management Inc.355,312$3.09M0.1%-25.0%0.171%
8/12/2025Steward Partners Investment Advisory LLC90,837$789K0.0%-18.1%0.044%
8/12/2025WealthBridge Capital Management LLC31,710$276K0.1%-22.5%0.015%
8/12/2025Franklin Resources Inc.13,060$113K0.0%N/A0.006%
8/12/2025MAI Capital Management34,026$296K0.0%+4.1%0.016%
8/12/2025PKS Advisory Services LLC91,720$797K0.2%+101.8%0.044%
8/11/2025Wealthspire Advisors LLC11,090$96K0.0%-48.4%0.005%
8/8/2025Tortoise Investment Management LLC765,156$6.65M0.6%-43.7%0.369%
8/8/2025Rockefeller Capital Management L.P.491,082$4.27M0.0%+25.7%0.237%
8/8/2025City of London Investment Management Co. Ltd.101,974$886K0.1%-20.4%0.049%
8/8/2025Cetera Investment Advisers110,887$964K0.0%+25.9%0.053%
8/8/2025Creative Planning19,029$165K0.0%-11.5%0.009%
8/7/2025Allworth Financial LP86,534$752K0.0%N/A0.042%
8/7/2025Summit X LLC24,391$212K0.0%-45.5%0.012%
8/7/2025King Luther Capital Management Corp40,000$348K0.0%N/A0.019%
8/6/2025Prospera Financial Services Inc474,774$4.13M0.1%-1.0%0.229%
8/6/2025Wedbush Securities Inc.48,349$420K0.0%-5.4%0.023%
8/6/2025SouthState Corp6,718$58K0.0%N/A0.003%
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%
7/31/2025Optimum Investment Advisors43,700$380K0.2%-22.2%0.021%
7/31/2025Blake Schutter Theil Wealth Advisors LLC128,959$1.12M1.3%+38.9%0.062%
7/31/2025Focus Partners Advisor Solutions LLC22,913$199K0.0%N/A0.011%
7/31/2025Moloney Securities Asset Management LLC12,039$105K0.0%-45.4%0.006%
7/31/2025AlTi Global Inc.132,210$1.15M0.0%-23.6%0.064%
7/30/2025Roman Butler Fullerton & Co.224,776$1.92M0.6%+1.1%0.108%
7/30/2025D.A. Davidson & CO.16,972$147K0.0%N/A0.008%
7/29/2025Stephens Inc. AR15,333$133K0.0%-38.3%0.007%
7/29/2025Chicago Partners Investment Group LLC784,377$6.64M0.2%-0.6%0.378%
7/29/2025Dumont & Blake Investment Advisors LLC16,217$141K0.0%+27.9%0.008%
7/29/2025Koshinski Asset Management Inc.166,513$1.45M0.1%-0.8%0.080%
7/29/2025Stratos Wealth Partners LTD.44,225$384K0.0%+10.9%0.021%
7/28/2025Callahan Advisors LLC46,001$400K0.0%-51.3%0.022%
7/25/2025MGO One Seven LLC26,648$232K0.0%-28.5%0.013%
7/25/2025Dynamic Financial Group153,522$1.33M1.3%+47.5%0.074%
7/25/2025Concurrent Investment Advisors LLC89,363$777K0.0%+24.7%0.043%
7/24/2025Coordinated Financial Services Inc.10,000$87K0.1%N/A0.005%
7/23/2025Bar Harbor Wealth Management295,458$2.57M0.2%-16.4%0.142%
7/23/2025Narwhal Capital Management26,100$227K0.0%+105.1%0.013%
7/23/2025Citizens National Bank Trust Department149,175$1.30M0.3%-6.4%0.072%
7/23/2025Seamount Financial Group Inc.62,799$546K0.3%+4.7%0.030%
7/23/2025Prime Capital Investment Advisors LLC19,516$170K0.0%-20.4%0.009%
7/21/2025Hudson Valley Investment Advisors Inc. ADV41,215$358K0.0%-14.1%0.020%
7/21/2025Ameritas Advisory Services LLC3,753$33K0.0%N/A0.002%
7/17/2025Capital Investment Advisors LLC34,815$303K0.0%-3.6%0.017%
7/17/2025Janney Montgomery Scott LLC142,681$1.24M0.0%-7.6%0.069%
7/16/2025ORG Wealth Partners LLC14,773$129K0.0%-25.8%0.007%
7/16/2025True North Advisors LLC412,922$3.59M0.7%-19.2%0.199%
7/16/2025Dakota Wealth Management15,533$135K0.0%-26.5%0.007%
7/15/2025Sightline Wealth Advisors LLC13,099$114K0.1%-21.0%0.006%
7/14/2025Golden State Equity Partners16,066$140K0.0%N/A0.008%
7/14/2025Caitlin John LLC11,000$96K0.1%-29.5%0.005%
7/11/2025Annex Advisory Services LLC11,590$101K0.0%N/A0.006%
7/11/2025 Congress Park Capital LLC551,632$4.79M1.6%+9.7%0.266%
7/10/2025Wealth Enhancement Advisory Services LLC27,021$236K0.0%+85.7%0.013%
7/10/2025High Net Worth Advisory Group LLC70,000$608K0.2%+7.7%0.034%
7/9/2025Breakwater Capital Group89,998$782K0.1%-31.4%0.043%
7/7/2025Whitaker 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%
5/14/2025Caitlin 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%
5/13/2025Dynamic 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%
(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, 230 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), Kovitz Investment Group Partners LLC ($17.65M), Raymond James Financial Inc. ($15.39M), 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 188 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 ($1.04M), 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 14,719,338 shares in the last 24 months. This purchase volume represents approximately $128.17M in transactions.

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

Of the 82 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: Tortoise Investment Management LLC ($1.21M), Rockefeller Capital Management L.P. ($919.44K), Raymond James Financial Inc. ($542.32K), Advisors Asset Management Inc. ($309.27K), Granby Capital Management LLC ($200K), LPL Financial LLC ($184.98K), and Bar Harbor Wealth Management ($158.01K).

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

Institutional investors have sold a total of 5,238,126 shares in the last 24 months. This volume of shares sold represents approximately $45.87M in transactions.


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This page (NYSE:NUV) was last updated on 10/14/2025 by MarketBeat.com Staff
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