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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$9.10 -0.03 (-0.27%)
Closing price 07/31/2026 03:58 PM Eastern
Extended Trading
$9.12 +0.03 (+0.33%)
As of 07/31/2026 07:34 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 Massive. 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)
115
Total
Institutional Inflows
(last 12 months)
$84.69M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$57.51M
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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
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%
6/18/2026Western Wealth Management LLC36,000$324K0.0%N/A0.017%
5/26/2026 Summit Financial Wealth Advisors LLC47,547$427K0.1%-4.6%0.023%
5/19/2026Western Wealth Management LLC36,000$324K0.0%N/A0.017%
5/19/2026NewEdge Advisors LLC45,515$409K0.0%-3.3%0.022%
5/19/2026Bank of America Corp DE1,109,205$9.97M0.0%+0.9%0.534%
5/18/2026Royal Bank of Canada620,206$5.58M0.0%+8.7%0.299%
5/14/2026Hilltop Holdings Inc.70,598$635K0.1%+1.8%0.034%
5/14/2026Lido Advisors LLC16,793$151K0.0%+9.4%0.008%
5/13/2026Cetera Investment Advisers146,909$1.32M0.0%+17.3%0.071%
5/8/2026PNC Financial Services Group Inc.85,702$770K0.0%+32.4%0.041%
5/8/2026Johnson Financial Group Inc.37,500$338K0.0%-11.8%0.018%
5/6/2026 Simon Quick Advisors LLC23,638$213K0.0%N/A0.011%
5/6/2026Modera 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%
5/5/2026Bank 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%
5/5/2026Sanctuary 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%
5/1/2026Fifth Third Bancorp21,850$196K0.0%N/A0.011%
4/30/2026Roman 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%
4/30/2026Staley Capital Advisers Inc.20,000$180K0.0%-9.1%0.010%
4/28/2026 Ascentis Independent Advisors21,984$198K0.0%+11.8%0.011%
4/27/2026World 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%
4/22/2026Janney 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%
3/17/2026Rockefeller Capital Management L.P.468,810$4.25M0.0%-1.1%0.226%
3/13/2026World Investment Advisors50,523$458K0.0%+7.4%0.024%
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3/9/2026Corient Private Wealth LLC68,151$618K0.0%+67.2%0.033%
3/6/2026Redwood Family Wealth LLC167,108$1.51M1.5%N/A0.081%
3/5/2026 Bayban22,100$200K0.2%N/A0.011%
2/23/2026Virtu Financial LLC41,442$375K0.0%-11.3%0.020%
2/19/2026Invesco Ltd.62,503$566K0.0%N/A0.030%
2/19/2026Corient Private Wealth LLC68,150$618K0.0%+67.2%0.033%
2/18/2026Mercer Global Advisors Inc. ADV734,153$6.65M0.0%+1,316.2%0.354%
2/18/2026Caitlin John LLC24,700$224K0.1%+16.5%0.012%
2/18/2026Beacon Pointe Advisors LLC26,294$238K0.0%+21.0%0.013%
2/18/2026NewEdge Advisors LLC47,057$426K0.0%+43.2%0.023%
2/18/2026VestGen Advisors LLC44,391$402K0.0%+3.2%0.021%
2/18/2026Rivernorth Capital Management LLC630,450$5.71M0.3%-78.6%0.304%
2/18/20261607 Capital Partners LLC1,903,992$17.25M1.2%-19.5%0.917%
2/17/2026Guggenheim Capital LLC2,516,342$22.80M0.2%+41.7%1.212%
2/17/2026Cetera Investment Advisers125,290$1.14M0.0%+13.0%0.060%
2/17/2026Hilltop Holdings Inc.69,357$628K0.0%-6.3%0.033%
2/17/2026Osaic Holdings Inc.157,457$1.43M0.0%-19.6%0.076%
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%
2/17/2026Royal Bank of Canada570,561$5.17M0.0%+2.5%0.275%
2/17/2026Islay Capital Management LLC15,250$138K0.1%+32.6%0.007%
2/16/2026 Perryman Financial Advisory Inc. AD11,910$108K0.0%N/A0.006%
2/16/2026Seven Mile Advisory466,238$4.22M0.7%-24.7%0.225%
2/16/2026Mariner LLC23,988$217K0.0%-55.1%0.012%
2/16/2026Focus Partners Wealth1,881,405$17.05M0.0%+3,306.9%0.907%
2/13/2026Jacobi 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%
2/13/2026Stifel Financial Corp637,267$5.77M0.0%-15.8%0.307%
2/13/2026Magnolia Capital Advisors LLC38,600$350K0.1%N/A0.019%
2/13/2026Van ECK Associates Corp1,064,797$9.65M0.0%+1.2%0.513%
2/13/2026Wells Fargo & Company MN2,164,243$19.61M0.0%+14.8%1.043%
2/13/2026 Broyhill Asset Management LLC105,310$954K0.8%-52.4%0.051%
2/13/2026Wealthspire Advisors LLC31,530$286K0.0%+157.2%0.015%
2/13/2026SVRN Asset Management LLC10,325$94K0.1%N/A0.005%
2/12/2026Advisors Asset Management Inc.177,844$1.61M0.0%-41.0%0.086%
2/12/2026Johnson Financial Group Inc.42,500$385K0.0%+13.3%0.020%
2/12/2026Jane Street Group LLC155,116$1.41M0.0%+506.1%0.075%
2/12/2026 Richmond Investment Services LLC10,812$98K0.0%N/A0.005%
2/12/2026 Commonwealth Equity Services LLC490,708$4.45M0.0%+17.9%0.236%
2/12/2026Steward Partners Investment Advisory LLC89,535$811K0.0%-8.1%0.043%
2/11/2026Janney Montgomery Scott LLC155,256$1.41M0.0%+4.6%0.075%
2/11/2026Cerity Partners LLC31,395$284K0.0%N/A0.015%
2/11/2026LPL Financial LLC1,092,812$9.90M0.0%-2.8%0.527%
2/11/2026 Ackerman Capital Advisors LLC19,601$178K0.0%+22.2%0.009%
2/10/2026WCG Wealth Advisors LLC59,050$535K0.0%-3.0%0.028%
2/10/2026Tandem Financial LLC128,097$1.10M1.1%-6.5%0.062%
2/10/2026Rothschild Investment LLC10,104$92K0.0%-22.9%0.005%
2/10/2026Northwestern Mutual Wealth Management Co.5,023$46K0.0%-25.2%0.002%
2/10/2026Moors & Cabot Inc.26,068$236K0.0%+7.9%0.013%
2/9/2026Hantz Financial Services Inc.3,059$28K0.0%+166.5%0.001%
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2/9/2026Mathes Company Inc.145,000$1.31M0.5%+7.4%0.070%
2/9/2026 Prospera Financial Services Inc475,589$4.31M0.1%+0.3%0.229%
2/6/2026 EverSource Wealth Advisors LLC3,100$28K0.0%N/A0.001%
2/6/2026Delta Financial Advisors LLC20,125$182K0.0%N/A0.010%
2/6/2026 Karras Company Inc.20,951$190K0.2%N/A0.010%
2/6/2026 Orange Investment Advisors Inc.36,715$333K0.0%-6.4%0.018%
2/6/2026 Orca Wealth Management LLC29,476$271K0.2%+11.6%0.014%
2/6/2026 Harmony Asset Management LLC118,700$1.08M0.4%+7.4%0.057%
2/6/2026PNC Financial Services Group Inc.64,723$586K0.0%+45.2%0.031%
2/6/2026Tortoise Investment Management LLC112,749$1.02M0.1%-74.2%0.054%


NUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 232 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 195 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), Guggenheim Capital LLC ($852.15K), Mercer Global Advisors Inc. ADV ($734.15K), and Seven Mile Advisory ($619.47K).

Institutional investors have bought a total of 9,373,960 shares in the last 24 months. This purchase volume represents approximately $84.69M in transactions.

Of the 65 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 ($1.25M), 1607 Capital Partners LLC ($647.76K), Raymond James Financial Inc. ($536.33K), Advisors Asset Management Inc. ($296.03K), Broyhill Asset Management LLC ($198.26K), and Seven Mile Advisory ($153.24K).

Institutional investors have sold a total of 6,408,556 shares in the last 24 months. This volume of shares sold represents approximately $57.51M in transactions.


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This page (NYSE:NUV) was last updated on 8/2/2026 by MarketBeat.com Staff.
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