Nuveen Municipal ValueNUV

13F holders, Q1 2024 (March 31)
217holders
1famous investor
$8.71avg. 13F price*

At the end of Q1 2024, 217 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings. The largest holders were Rivernorth Capital Management, LLC ($59.8M), UBS Group AG ($53.6M) and Morgan Stanley ($40.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Nuveen Municipal Value
CUSIP
670928100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 217Q1 2024Q2 2024: 213Q2 2024Q3 2024: 228Q3 2024Q4 2024: 243Q4 2024Q1 2025: 233Q1 2025Q2 2025: 230Q2 2025Q3 2025: 229Q3 2025Q4 2025: 239Q4 2025Q1 2026: 229Q1 2026Q2 2026: 234Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$6.2M
Exits28$5.1M

Ownership 217 holders

Rivernorth Capital Management, LLC 2.89% Add +3.3% 6,860,231 $59.8M
UBS Group AG 0.02% Add +9.7% 6,148,202 $53.6M
Morgan Stanley 0.00% Add +1.1% 4,602,469 $40.1M
1607 Capital Partners, LLC 1.58% Reduce -34.5% 2,229,310 $19.4M
Tortoise Investment Management, LLC 1.90% Add +11.5% 1,796,831 $15.7M
Raymond James & Associates 0.01% Reduce -3.9% 1,663,597 $14.5M
Granby Capital Management, LLC 5.53% No change 1,300,000 $11.3M
Guggenheim Capital LLC 0.08% Reduce -0.3% 1,256,737 $10.9M
Van Eck Associates Corp. 0.01% Reduce -22.9% 1,133,417 $9.9M
LPL Financial LLC 0.01% Add +1.4% 1,088,846 $9.5M
Rockefeller Capital Management L.P. 0.03% Add +17.5% 1,065,542 $9.3M
Wells Fargo & Company 0.00% Add +16.0% 999,504 $8.7M
Bank of America Corp. 0.00% Reduce -4.8% 892,643 $7.8M
Relative Value Partners Group, LLC 0.47% Reduce -1.0% 854,258 $7.5M
Stifel Financial Corp. 0.01% Add +2.9% 846,836 $7.4M
Chicago Partners Investment Group LLC 0.25% Add +9.5% 688,721 $5.9M
Advisors Asset Management, Inc. 0.11% Add +1.9% 662,242 $5.8M
Hennion & Walsh Asset Management, Inc. 0.29% Add +0.6% 618,073 $5.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.3% 600,872 $5.2M
Prospera Financial Services Inc 0.15% Add +23.4% 581,086 $5.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.9% 528,373 $4.6M
Bar Harbor Wealth Management 0.30% Reduce -10.7% 515,403 $4.5M
AlTi Global, Inc. 0.12% Add +1.1% 502,270 $4.4M
True North Advisors, LLC 1.20% New 497,921 $4.3M
Royal Bank of Canada 0.00% Reduce -4.5% 448,951 $3.9M
Cohen & Steers, Inc. 0.01% Reduce -25.5% 437,880 $3.8M
Commonwealth Equity Services, LLC 0.01% Add +3.8% 413,155 $3.6M
Congress Park Capital LLC 1.34% Add +95.4% 347,882 $3.0M
Baird Financial Group, Inc. 0.00% Add +4.4% 266,618 $2.3M
Westchester Capital Management, LLC 0.08% No change 215,398 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.0% 198,781 $1.7M
BlackRock Inc. 0.00% No change 191,065 $1.7M
Citizens National Bank Trust Department 0.38% Reduce -0.8% 189,950 $1.7M
Pettinga Financial Advisors LLC 0.41% Add +38.0% 185,157 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 185,548 $1.6M
HighTower Advisors, LLC 0.00% Reduce -9.9% 177,341 $1.5M
Breakwater Capital Group 0.36% Add +78.3% 165,409 $1.4M
City of London Investment Management Co. Ltd. 0.11% Reduce -27.7% 154,491 $1.3M
Janney Montgomery Scott LLC 0.00% Add +26.3% 154,417 $1.3M
Cresta Advisors, Ltd. 0.81% No change 146,840 $1.3M
Summit Financial Wealth Advisors, LLC 0.26% Reduce -6.1% 146,335 $1.3M
Mathes Company, Inc. 0.45% Add +3.8% 137,500 $1.2M
Smith, Moore & Co. 0.13% Add +5.1% 135,750 $1.2M
Koshinski Asset Management, Inc. 0.12% Reduce -34.8% 134,070 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -0.9% 129,633 $1.1M
Orange Investment Advisors, Inc. 0.12% Reduce -2.7% 119,384 $1.0M
Johnson Financial Group, Inc. 0.05% Reduce -21.6% 112,500 $983K
Roman Butler Fullerton & Co. 0.35% Add +7.5% 110,325 $937K
Osaic Holdings, Inc. 0.00% Reduce -13.4% 102,511 $893K
Bfsg, LLC 0.12% Reduce -17.0% 100,205 $873K
Cetera Investment Advisers 0.00% Add +87.4% 92,045 $802K
Dynamic Advisor Solutions LLC 0.02% Add +510.2% 83,261 $725K
Equitable Holdings, Inc. 0.01% Reduce -0.2% 78,255 $682K
Steward Partners Investment Advisory, LLC 0.01% Add +35.0% 67,619 $589K
Access Financial Services, Inc. 0.25% Reduce -8.9% 65,304 $569K
Landscape Capital Management, L.L.C. 0.05% Reduce -41.5% 64,622 $563K
OneDigital Investment Advisors LLC 0.01% Add +4.8% 64,251 $560K
Shepherd Kaplan Krochuk, LLC 0.43% Reduce -2.9% 61,432 $535K
Pathway Financial Advisers, LLC 0.19% Add +2.9% 61,134 $532K
WCG Wealth Advisors LLC 0.04% No change 60,850 $530K
Hilltop Holdings Inc. 0.06% Reduce -4.1% 60,551 $527K
Harbor Investment Advisory, LLC 0.05% Reduce -6.4% 58,100 $506K
Optimum Investment Advisors 0.23% Add +13.7% 57,972 $505K
DAVENPORT & Co LLC 0.00% No change 57,539 $501K
Mariner, LLC 0.00% Add +25.3% 55,737 $485K
Harmony Asset Management LLC 0.20% Reduce -4.3% 55,125 $480K
James Investment Research, Inc. 0.06% Add +12.5% 54,116 $471K
Wedbush Securities Inc. 0.02% Reduce -16.2% 52,617 $458K
WealthBridge Capital Management, LLC 0.15% Add +2.8% 52,221 $455K
Disciplined Investments, LLC 0.24% Add +0.1% 50,894 $443K
Wellington Shields Capital Management, LLC 0.08% No change 50,000 $436K
Seamount Financial Group Inc. 0.38% Reduce -4.1% 49,202 $429K
Atria Wealth Solutions, Inc. 0.00% No change 48,556 $424K
Venturi Wealth Management, LLC 0.03% Add +70.8% 46,150 $402K
Bank of New York Mellon Corp 0.00% Add +110.7% 44,510 $388K
Brown Advisory Inc. 0.00% Reduce -28.1% 43,974 $383K
NewEdge Advisors, LLC 0.00% Reduce -28.4% 43,933 $383K
Ancora Advisors LLC 0.01% No change 43,733 $381K
Melfa Wealth Management, Inc. 0.27% Add +0.1% 43,338 $377K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 43,000 $375K
CENTRAL TRUST Co 0.01% Reduce -1.3% 42,621 $371K
Naples Global Advisors, LLC 0.04% No change 42,300 $370K
Fortitude Advisory Group L.L.C. 0.21% No change 41,678 $363K
Concurrent Investment Advisors, LLC 0.01% Add +180.0% 40,743 $355K
Dakota Wealth Management 0.01% Reduce -31.0% 38,506 $336K
Good Life Advisors, LLC 0.03% Add +1.6% 38,275 $333K
Neuberger Berman Group LLC 0.00% Reduce -2.6% 37,929 $330K
BlueChip Wealth Advisors LLC 0.21% Add +45.2% 36,945 $322K
Capital Investment Advisors, LLC 0.01% No change 36,832 $321K
Capital Square, LLC 0.22% New 35,750 $311K
Wolff Financial Management LLC 0.09% Add +1.0% 34,697 $302K
Ballew Advisors, Inc 0.21% No change 35,251 $300K
Stephens Inc. 0.00% Reduce -1.8% 32,400 $282K
Comerica Bank 0.00% Reduce -2.3% 32,299 $281K
Vicus Capital 0.03% Add +0.7% 31,523 $275K
GYL Financial Synergies, LLC 0.02% No change 30,646 $267K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -6.2% 30,565 $266K
Second Half Financial Partners, LLC 0.11% No change 29,464 $257K
Stonebrook Private Inc. 0.07% No change 29,221 $255K
Raymond James Trust N.A. 0.01% Reduce -2.7% 28,310 $247K

"% of holder's portfolio" is NUV's weight in each manager's 13F, not the share of Nuveen Municipal Value the manager owns.

Show all 217 holders