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Nuveen Municipal Value Fund (NUV) Institutional Ownership

Nuveen Municipal Value Fund logo
$9.09 -0.02 (-0.22%)
As of 11:30 AM 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)
122
Total
Institutional Inflows
(last 12 months)
$80.85M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$60.93M
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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
5/26/2026 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%
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%
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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%
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%
2/13/2026 Stifel Financial Corp637,267$5.77M0.0%-15.8%0.307%
2/13/2026 Magnolia Capital Advisors LLC38,600$350K0.1%N/A0.019%
2/13/2026 Van ECK Associates Corp1,064,797$9.65M0.0%+1.2%0.513%
2/13/2026 Wells 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%
2/13/2026 Wealthspire Advisors LLC31,530$286K0.0%+157.2%0.015%
2/13/2026 SVRN Asset Management LLC10,325$94K0.1%N/A0.005%
2/12/2026 Advisors Asset Management Inc.177,844$1.61M0.0%-41.0%0.086%
2/12/2026 Johnson Financial Group Inc.42,500$385K0.0%+13.3%0.020%
2/12/2026 Jane 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%
2/12/2026 Steward Partners Investment Advisory LLC89,535$811K0.0%-8.1%0.043%
2/11/2026 Janney Montgomery Scott LLC155,256$1.41M0.0%+4.6%0.075%
2/11/2026 Cerity Partners LLC31,395$284K0.0%N/A0.015%
2/11/2026 LPL 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%
2/10/2026 WCG Wealth Advisors LLC59,050$535K0.0%-3.0%0.028%
2/10/2026 Tandem Financial LLC128,097$1.10M1.1%-6.5%0.062%
2/10/2026 Rothschild Investment LLC10,104$92K0.0%-22.9%0.005%
2/10/2026 Northwestern Mutual Wealth Management Co.5,023$46K0.0%-25.2%0.002%
2/10/2026 Moors & Cabot Inc.26,068$236K0.0%+7.9%0.013%
2/9/2026 Hantz Financial Services Inc.3,059$28K0.0%+166.5%0.001%
2/9/2026 Mathes 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%
2/6/2026 Delta Financial Advisors LLC20,125$182K0.0%N/A0.010%
2/6/2026 Karras Company Inc.20,951$190K0.2%N/A0.010%
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

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%
2/6/2026 PNC Financial Services Group Inc.64,723$586K0.0%+45.2%0.031%
2/6/2026 Tortoise Investment Management LLC112,749$1.02M0.1%-74.2%0.054%
2/6/2026 HighTower Advisors LLC127,576$1.16M0.0%+10.5%0.061%
2/4/2026 World Investment Advisors50,523$458K0.0%+7.4%0.024%
2/3/2026 Koshinski Asset Management Inc.209,550$1.90M0.1%+26.2%0.101%
2/3/2026 International Assets Investment Management LLC5,475$50K0.0%N/A0.003%
2/3/2026 MGO One Seven LLC42,144$382K0.0%+49.6%0.020%


NUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 237 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund. The most heavily invested institutionals were UBS Group AG ($65.06M), Kovitz Investment Group Partners LLC ($23.83M), Guggenheim Capital LLC ($22.80M), Hennion & Walsh Asset Management Inc. ($21.21M), 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 203 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), Focus Partners Wealth ($1.89M), Hennion & Walsh Asset Management Inc. ($1.56M), Guggenheim Capital LLC ($852.15K), Mercer Global Advisors Inc. ADV ($734.15K), and Williams Financial LLC ($622.82K).

Institutional investors have bought a total of 8,975,254 shares in the last 24 months. This purchase volume represents approximately $80.85M in transactions.

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: 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 6,800,841 shares in the last 24 months. This volume of shares sold represents approximately $60.93M in transactions.



This page (NYSE:NUV) was last updated on 6/3/2026 by MarketBeat.com Staff.
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