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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$8.97 -0.01 (-0.11%)
As of 08/21/2026 03:58 PM Eastern

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)
119
Total
Institutional Inflows
(last 12 months)
$107.14M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$45.01M
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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
8/23/2026 Readystate Asset Management LP12,947$119K0.0%N/A0.006%
8/21/2026 High Net Worth Advisory Group LLC130,200$1.20M0.3%+5.9%0.062%
8/20/2026 Susquehanna International Group LLP66,982$618K0.0%-5.5%0.032%
8/20/2026 Benjamin Edwards Inc.110,602$1.02M0.0%+6.1%0.053%
8/20/2026 Wedbush Securities Inc.41,457$382K0.0%-7.0%0.020%
8/20/2026 Sheets Smith Wealth Management12,089$111K0.0%N/A0.006%
8/19/2026 Investors Asset Management of Georgia Inc. GA ADV13,750$127K0.0%-15.4%0.007%
8/19/2026 Van ECK Associates Corp1,098,087$10.12M0.0%+3.0%0.523%
8/19/2026 Kingsview Wealth Management LLC12,541$116K0.0%N/A0.006%
8/18/2026 Beacon Pointe Advisors LLC20,969$193K0.0%N/A0.010%
8/18/2026 49 Wealth Management LLC12,574$116K0.0%N/A0.006%
8/18/2026 Caitlin John LLC21,900$202K0.1%N/A0.010%
8/18/2026 Equitable Holdings Inc.32,709$302K0.0%N/A0.016%
8/17/2026 Corient Private Wealth LP28,569$263K0.0%N/A0.014%
8/17/2026 Bank of America Corp DE32,989$288K0.0%N/A0.016%
8/17/2026 Bank of America Corp DE1,287,091$11.87M0.0%N/A0.613%
8/15/2026 Magnolia Capital Advisors LLC65,909$608K0.1%N/A0.031%
8/15/2026 Western Wealth Management LLC36,000$332K0.0%N/A0.017%
8/14/2026 Tandem Financial LLC152,594$1.41M0.4%N/A0.073%
8/13/2026 Leigh Baldwin & CO. LLC117,483$1.03M0.6%N/A0.056%
8/13/2026 Sanctuary Advisors LLC223,189$2.06M0.0%N/A0.106%
8/13/2026 Capital Square LLC34,418$315K0.1%N/A0.016%
8/12/2026 Northwestern Mutual Wealth Management Co.4,200$39K0.0%N/A0.002%
8/11/2026 Allworth Financial LP88,474$816K0.0%N/A0.042%
8/7/2026 Tortoise Investment Management LLC538,148$4.70M0.4%N/A0.256%
8/7/2026 Roman Butler Fullerton & Co.258,207$2.37M0.6%+2.6%0.123%
8/6/2026 Global Retirement Partners LLC2,963$27K0.0%N/A0.001%
8/6/2026 Focus Partners Advisor Solutions LLC18,793$173K0.0%-16.6%0.009%
8/5/2026 AlTi Global Inc.142,210$1.32M0.0%+7.6%0.068%
8/5/2026 HighTower Advisors LLC122,640$1.13M0.0%+5.7%0.058%
8/5/2026 Fifth Third Bancorp43,850$404K0.0%+100.7%0.021%
8/4/2026 Choreo LLC14,345$133K0.0%N/A0.007%
8/3/2026 ProVise Management Group LLC10,375$96K0.0%N/A0.005%
7/9/2026 Whitaker Myers Wealth Managers LTD.110,642$1.02M0.2%+4.4%0.053%
7/9/2026 Ehrlich Financial Group356,385$3.29M1.7%+210.8%0.170%
7/9/2026 Hennion & Walsh Asset Management Inc.2,862,303$26.39M0.8%+17.3%1.363%
7/9/2026 Breakwater Capital Group189,868$1.75M0.2%+21.5%0.090%
6/18/2026 Western Wealth Management LLC36,000$324K0.0%N/A0.017%
5/26/2026 Summit Financial Wealth Advisors LLC47,547$427K0.1%-4.6%0.023%
5/19/2026 Western Wealth Management LLC36,000$324K0.0%N/A0.017%
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5/19/2026 NewEdge Advisors LLC45,515$409K0.0%-3.3%0.022%
5/19/2026 Bank of America Corp DE1,109,205$9.97M0.0%+0.9%0.534%
5/18/2026 Royal Bank of Canada620,206$5.58M0.0%+8.7%0.299%
5/14/2026 Hilltop Holdings Inc.70,598$635K0.1%+1.8%0.034%
5/14/2026 Lido Advisors LLC16,793$151K0.0%+9.4%0.008%
5/13/2026 Cetera Investment Advisers146,909$1.32M0.0%+17.3%0.071%
5/8/2026 PNC Financial Services Group Inc.85,702$770K0.0%+32.4%0.041%
5/8/2026 Johnson Financial Group Inc.37,500$338K0.0%-11.8%0.018%
5/6/2026 Simon Quick Advisors LLC23,638$213K0.0%N/A0.011%
5/6/2026 Modera Wealth Management LLC13,806$124K0.0%-21.0%0.007%
5/5/2026 D.A. Davidson & CO.19,580$176K0.0%-10.9%0.009%
5/5/2026 Bank of New York Mellon Corp10,493$94K0.0%N/A0.005%
5/5/2026 Harmony Asset Management LLC128,200$1.15M0.4%+8.0%0.062%
5/5/2026 Sanctuary Advisors LLC222,732$2.00M0.0%-1.4%0.107%
5/4/2026 Citizens National Bank Trust Department136,095$1.22M0.2%-1.7%0.066%
5/4/2026 Chicago Partners Investment Group LLC683,151$6.24M0.1%-3.5%0.329%
5/1/2026 Fifth Third Bancorp21,850$196K0.0%N/A0.011%
4/30/2026 Roman Butler Fullerton & Co.251,547$2.31M0.6%+0.5%0.121%
4/30/2026 Ibex Wealth Advisors162,191$1.46M0.1%-4.6%0.078%
4/30/2026 Kestra Advisory Services LLC137,427$1.24M0.0%+7.2%0.066%
4/30/2026 Staley Capital Advisers Inc.20,000$180K0.0%-9.1%0.010%
4/28/2026 Ascentis Independent Advisors21,984$198K0.0%+11.8%0.011%
4/27/2026 World Investment Advisors52,177$469K0.0%+3.3%0.025%
4/27/2026 Private Advisor Group LLC31,438$283K0.0%+50.5%0.015%
4/25/2026 Seamount Financial Group Inc.70,782$636K0.3%-6.3%0.034%
4/24/2026 Harbor Investment Advisory LLC19,600$176K0.0%-20.3%0.009%
4/22/2026 Janney Montgomery Scott LLC158,474$1.43M0.0%+2.1%0.076%
4/22/2026 Venturi Wealth Management LLC115,692$1.04M0.0%+9.9%0.056%
4/20/2026 Breakwater Capital Group156,270$1.41M0.2%+29.7%0.075%
4/18/2026 Bar Harbor Wealth Management468,825$4.22M0.2%+26.4%0.226%
4/17/2026 High Net Worth Advisory Group LLC123,000$1.11M0.3%+29.5%0.059%
3/17/2026 Rockefeller Capital Management L.P.468,810$4.25M0.0%-1.1%0.226%
3/13/2026 World Investment Advisors50,523$458K0.0%+7.4%0.024%
3/9/2026 Corient Private Wealth LLC68,151$618K0.0%+67.2%0.033%
3/6/2026 Redwood Family Wealth LLC167,108$1.51M1.5%N/A0.081%
3/5/2026 Bayban22,100$200K0.2%N/A0.011%
2/23/2026 Virtu Financial LLC41,442$375K0.0%-11.3%0.020%
2/19/2026 Invesco Ltd.62,503$566K0.0%N/A0.030%
2/19/2026 Corient Private Wealth LLC68,150$618K0.0%+67.2%0.033%
2/18/2026 Mercer Global Advisors Inc. ADV734,153$6.65M0.0%+1,316.2%0.354%
2/18/2026 Caitlin John LLC24,700$224K0.1%+16.5%0.012%
2/18/2026 Beacon Pointe Advisors LLC26,294$238K0.0%+21.0%0.013%
2/18/2026 NewEdge Advisors LLC47,057$426K0.0%+43.2%0.023%
2/18/2026 VestGen Advisors LLC44,391$402K0.0%+3.2%0.021%
2/18/2026 Rivernorth Capital Management LLC630,450$5.71M0.3%-78.6%0.304%
2/18/2026 1607 Capital Partners LLC1,903,992$17.25M1.2%-19.5%0.917%
2/17/2026 Guggenheim Capital LLC2,516,342$22.80M0.2%+41.7%1.212%
2/17/2026 Cetera Investment Advisers125,290$1.14M0.0%+13.0%0.060%
2/17/2026 Hilltop Holdings Inc.69,357$628K0.0%-6.3%0.033%
2/17/2026 Osaic Holdings Inc.157,457$1.43M0.0%-19.6%0.076%
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2/17/2026 Ibex Wealth Advisors169,988$1.54M0.2%-1.8%0.082%
2/17/2026 &PARTNERS59,498$539K0.0%+250.0%0.029%
2/17/2026 Royal Bank of Canada570,561$5.17M0.0%+2.5%0.275%
2/17/2026 Islay Capital Management LLC15,250$138K0.1%+32.6%0.007%
2/16/2026 Perryman Financial Advisory Inc. AD11,910$108K0.0%N/A0.006%
2/16/2026 Seven Mile Advisory466,238$4.22M0.7%-24.7%0.225%
2/16/2026 Mariner LLC23,988$217K0.0%-55.1%0.012%
2/16/2026 Focus Partners Wealth1,881,405$17.05M0.0%+3,306.9%0.907%
2/13/2026 Jacobi Capital Management LLC54,358$492K0.0%+12.3%0.026%
2/13/2026 Kestra Advisory Services LLC128,171$1.16M0.0%-4.9%0.062%


NUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 235 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($65.06M), Hennion & Walsh Asset Management Inc. ($26.39M), Kovitz Investment Group Partners LLC ($23.83M), Guggenheim Capital LLC ($22.80M), Wells Fargo & Company MN ($19.61M), Raymond James Financial Inc. ($18.93M), and 1607 Capital Partners LLC ($17.25M).Learn more on Nuveen Municipal Value Fund's institutional investors.

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

Of the 199 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. ($4.96M), Kovitz Investment Group Partners LLC ($2.01M), Hennion & Walsh Asset Management Inc. ($1.95M), Focus Partners Wealth ($1.89M), Bank of America Corp DE ($1.33M), Guggenheim Capital LLC ($852.15K), and Mercer Global Advisors Inc. ADV ($734.15K).

Institutional investors have bought a total of 11,782,375 shares in the last 24 months. This purchase volume represents approximately $107.14M in transactions.

Of the 60 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: Rivernorth Capital Management LLC ($2.32M), Tortoise Investment Management LLC ($652.41K), 1607 Capital Partners LLC ($647.76K), Broyhill Asset Management LLC ($198.26K), Advisors Asset Management Inc. ($177.47K), Seven Mile Advisory ($153.24K), and Stifel Financial Corp ($119.88K).

Institutional investors have sold a total of 4,973,156 shares in the last 24 months. This volume of shares sold represents approximately $45.01M in transactions.



Institutional ownership data for NYSE:NUV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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