Nuveen Municipal ValueNUV

13F holders, Q3 2024 (September 30)
228holders +15
31new positions
18sold out
1famous investor
$9.02avg. 13F price*

At the end of Q3 2024, 228 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, up 15 from Q2 2024. 31 opened new positions and 18 sold out. The largest holders were Rivernorth Capital Management, LLC ($66.9M), UBS Group AG ($55.8M) and Morgan Stanley ($41.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$15.1M
Exits18$4.8M

All 13F filers, Q2 2024 → Q3 2024: 4,379,163 shares bought and 2,922,220 shares sold, net +1,456,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 228 holders

Rivernorth Capital Management, LLC 3.24% Add +9.1% 7,420,686 $66.9M
UBS Group AG 0.02% Reduce -4.6% 6,190,586 $55.8M
Morgan Stanley 0.00% Reduce -1.9% 4,608,026 $41.6M
1607 Capital Partners, LLC 1.76% Reduce -4.0% 2,128,320 $19.2M
Tortoise Investment Management, LLC 1.86% Reduce -1.2% 1,975,111 $17.8M
Raymond James & Associates 0.01% Reduce -0.4% 1,599,490 $14.4M
Guggenheim Capital LLC 0.10% Add +16.9% 1,567,532 $14.1M
Granby Capital Management, LLC 6.07% No change 1,300,000 $11.7M
Wells Fargo & Company 0.00% Add +12.0% 1,298,312 $11.7M
LPL Financial LLC 0.01% Add +11.0% 1,233,395 $11.1M
Van Eck Associates Corp. 0.01% Reduce -2.7% 1,185,533 $10.6M
NorthCoast Asset Management LLC 0.07% New 1,153,983 $10.4M
Hennion & Walsh Asset Management, Inc. 0.38% Add +38.8% 896,990 $8.1M
Bank of America Corp. 0.00% Add +4.3% 893,406 $8.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +41.4% 863,145 $7.8M
Chicago Partners Investment Group LLC 0.24% Add +4.1% 745,472 $6.7M
Advisors Asset Management, Inc. 0.11% Add +3.5% 664,578 $6.0M
Prospera Financial Services Inc 0.13% Reduce -0.6% 581,288 $5.2M
True North Advisors, LLC 1.21% Reduce -0.0% 510,777 $4.6M
Stifel Financial Corp. 0.00% Reduce -1.2% 505,514 $4.6M
Royal Bank of Canada 0.00% Add +9.8% 478,355 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.5% 469,631 $4.2M
Bar Harbor Wealth Management 0.26% Add +6.4% 453,466 $4.1M
Commonwealth Equity Services, LLC 0.01% Add +7.0% 434,054 $3.9M
City of London Investment Management Co. Ltd. 0.31% Add +141.8% 397,126 $3.6M
Rockefeller Capital Management L.P. 0.01% Reduce -73.0% 340,277 $3.1M
Congress Park Capital LLC 1.09% Reduce -34.0% 325,382 $2.9M
Ameriprise Financial Inc. 0.00% Add +46.1% 268,293 $2.4M
Baird Financial Group, Inc. 0.00% Reduce -6.9% 227,915 $2.1M
Cresta Advisors, Ltd. 0.99% Add +19.2% 210,840 $1.9M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.1% 198,959 $1.8M
AlTi Global, Inc. 0.04% Reduce -4.0% 196,796 $1.8M
Koshinski Asset Management, Inc. 0.14% Add +24.9% 178,488 $1.6M
Roman Butler Fullerton & Co. 0.48% Add +28.4% 173,977 $1.6M
Citizens National Bank Trust Department 0.33% Reduce -6.7% 174,975 $1.6M
Janney Montgomery Scott LLC 0.00% Add +6.9% 164,283 $1.5M
Sanctuary Advisors, LLC 0.01% Add +88.2% 167,616 $1.5M
Cohen & Steers, Inc. 0.00% Reduce -59.0% 160,880 $1.5M
Smith, Moore & Co. 0.13% Add +5.3% 147,917 $1.3M
Jones Financial Companies LLLP 0.00% Add +85.4% 139,844 $1.3M
Mathes Company, Inc. 0.44% No change 137,500 $1.2M
Kestra Advisory Services, LLC 0.01% Add +0.1% 130,136 $1.2M
Johnson Financial Group, Inc. 0.05% No change 117,500 $1.1M
Breakwater Capital Group 0.21% Add +6.2% 114,250 $1.0M
Orange Investment Advisors, Inc. 0.11% Reduce -7.4% 113,612 $1.0M
Summit Financial Wealth Advisors, LLC 0.19% Reduce -5.3% 112,635 $1.0M
Harmony Asset Management LLC 0.35% Add +93.2% 105,700 $953K
HighTower Advisors, LLC 0.00% Add +0.8% 104,123 $940K
Pettinga Financial Advisors LLC 0.22% Reduce -42.4% 103,000 $929K
Blake Schutter Theil Wealth Advisors, LLC 0.66% — 101,321 $914K
Steward Partners Investment Advisory, LLC 0.01% Add +9.5% 98,855 $892K
Teachers Insurance & Annuity Association of America 1.26% — 91,358 $824K
Ackerman Capital Advisors, LLC 0.20% Add +53.8% 87,269 $787K
Bfsg, LLC 0.09% Reduce -12.3% 86,517 $780K
Westchester Capital Management, LLC 0.04% Reduce -36.9% 85,598 $772K
Cetera Investment Advisers 0.00% Reduce -13.6% 84,446 $762K
Orleans Capital Management Corp. 0.42% New 81,775 $738K
Wolverine Asset Management LLC 0.07% Add +54.9% 75,623 $682K
Dynamic Advisor Solutions LLC 0.02% Reduce -12.7% 72,275 $652K
B. Riley Wealth Advisors, Inc. 0.02% Add +74.3% 72,020 $652K
Hilltop Holdings Inc. 0.04% Add +12.4% 68,516 $618K
Sheets Smith Wealth Management 0.07% Add +361.8% 67,742 $611K
OneDigital Investment Advisors LLC 0.01% Add +1.7% 62,474 $564K
Shepherd Kaplan Krochuk, LLC 0.42% No change 61,432 $554K
Brown Advisory Inc. 0.00% Add +38.7% 60,974 $550K
WCG Wealth Advisors LLC 0.04% No change 60,850 $549K
Pathway Financial Advisers, LLC 0.24% Reduce -2.8% 58,401 $527K
Mariner, LLC 0.00% Add +0.1% 55,520 $501K
Disciplined Investments, LLC 0.24% Reduce -0.7% 54,463 $491K
James Investment Research, Inc. 0.06% No change 54,116 $488K
Osaic Holdings, Inc. 0.00% Reduce -19.3% 54,092 $488K
Venturi Wealth Management, LLC 0.03% Add +6.3% 52,841 $477K
Capital Square, LLC 0.28% New 50,920 $459K
Wellington Shields Capital Management, LLC 0.08% No change 50,000 $451K
Optimum Investment Advisors 0.19% Reduce -11.6% 49,700 $448K
Wedbush Securities Inc. 0.02% Add +4.6% 48,101 $434K
DAVENPORT & Co LLC 0.00% Reduce -10.1% 47,239 $426K
Seamount Financial Group Inc. 0.31% Reduce -7.1% 45,702 $412K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 45,598 $411K
WealthBridge Capital Management, LLC 0.12% Reduce -1.6% 44,854 $405K
Fortitude Advisory Group L.L.C. 0.25% No change 43,488 $392K
Clearstead Advisors, LLC 0.01% Reduce -0.5% 43,000 $388K
Kestra Private Wealth Services, LLC 0.01% New 42,517 $384K
Naples Global Advisors, LLC 0.04% No change 42,300 $383K
Good Life Advisors, LLC 0.02% Add +5.5% 40,775 $368K
Melfa Wealth Management, Inc. 0.24% Reduce -0.3% 40,619 $366K
Harbor Investment Advisory, LLC 0.04% Reduce -21.3% 40,600 $366K
Concurrent Investment Advisors, LLC 0.01% Reduce -11.1% 36,238 $327K
Capital Investment Advisors, LLC 0.01% No change 36,100 $326K
Western Wealth Management, LLC 0.02% New 36,000 $325K
Raymond James Trust N.A. 0.01% Add +27.3% 35,822 $323K
Wolff Financial Management LLC 0.09% New 35,400 $319K
Virtu Financial LLC 0.02% New 34,090 $307K
NewEdge Advisors, LLC 0.00% Reduce -10.7% 33,646 $303K
CENTRAL TRUST Co 0.01% Reduce -4.4% 32,621 $294K
Access Financial Services, Inc. 0.13% Reduce -38.4% 32,345 $292K
Dakota Wealth Management 0.01% Reduce -9.0% 32,107 $291K
Vicus Capital 0.03% Add +1.0% 32,164 $290K
Stephens Inc. 0.00% No change 31,766 $287K
Envestnet Asset Management Inc. 0.00% Add +36.6% 31,346 $283K
GYL Financial Synergies, LLC 0.02% No change 30,646 $276K
Cary Street Partners Investment Advisory LLC 0.01% No change 30,565 $276K
Wealth Enhancement Advisory Services, LLC 0.00% Add +83.6% 29,878 $270K
Second Half Financial Partners, LLC 0.14% New 29,464 $266K
PFG Investments, LLC 0.02% Add +23.5% 27,613 $249K
Mayflower Financial Advisors, LLC 0.04% New 27,370 $247K
Ballew Advisors, Inc 0.17% Reduce -33.1% 27,052 $246K
PNC Financial Services Group, Inc. 0.00% No change 26,971 $243K
Comerica Bank 0.00% Reduce -21.8% 26,769 $241K
Cullen/Frost Bankers, Inc. 0.00% No change 26,750 $241K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.3% 26,098 $235K
Pinnacle Bancorp, Inc. 0.06% No change 26,000 $235K
Mgo One Seven LLC 0.01% Add +98.4% 25,906 $234K
BlueChip Wealth Advisors LLC 0.12% Reduce -31.1% 25,445 $230K
Benjamin Edwards Inc. 0.00% New 24,750 $223K
Staley Capital Advisers Inc. 0.01% No change 24,500 $221K
Moors & Cabot, Inc. 0.01% Add +0.1% 24,113 $218K
Lantz Financial LLC 0.06% No change 22,947 $207K
Lummis Asset Management, LP 0.23% No change 22,000 $198K
Busey Bank 0.01% No change 21,755 $196K
Venture Visionary Partners LLC 0.01% No change 21,532 $194K
IFP Advisors, Inc 0.01% Add +1.8% 20,478 $185K
Penbrook Management LLC 0.12% No change 20,000 $180K
Moloney Securities Asset Management, LLC 0.02% No change 20,000 $180K
Florida Trust Wealth Management Co 0.01% No change 20,000 $180K
Private Advisor Group, LLC 0.00% Add +70.2% 19,999 $180K
Ethos Financial Group, LLC 0.03% No change 19,939 $180K
Captrust Financial Advisors 0.00% No change 19,235 $174K
Truist Financial Corp. 0.00% Add +1.5% 19,230 $173K
Private Wealth Partners, LLC 0.01% No change 18,700 $169K
Focus Partners Advisor Solutions, LLC 0.00% New 18,589 $168K
Wesbanco Bank Inc. 0.01% No change 18,157 $164K
Prime Capital Investment Advisors, LLC 0.00% No change 17,484 $158K
Stratos Wealth Partners, LTD. 0.00% No change 17,332 $156K
ORG Partners LLC 0.02% Reduce -12.5% 17,067 $154K
Sightline Wealth Advisors, LLC 0.08% Add +1.0% 16,230 $146K
Conning Inc. 0.00% No change 15,800 $143K
Coldstream Capital Management Inc. 0.00% New 15,640 $140K
Beacon Pointe Advisors, LLC 0.00% New 15,506 $140K
Petra Financial Advisors Inc. 0.09% No change 15,500 $140K
Sonora Investment Management Group, LLC 0.01% No change 15,120 $136K
Equitable Holdings, Inc. 0.00% Reduce -80.6% 15,060 $136K
Oxbow Advisors, LLC 0.01% No change 14,839 $134K
Sheaff Brock Investment Advisors, LLC 0.01% Add +12.1% 14,800 $133K
Wealth Management Associates, Inc. 0.06% Reduce -1.4% 14,736 $133K
Saxony Capital Management, LLC 0.12% No change 14,250 $129K
Rothschild Investment LLC 0.01% Reduce -12.5% 13,774 $124K
Modera Wealth Management, LLC 0.00% Add +0.3% 13,479 $122K
Uhlmann Price Securities, LLC 0.10% — 13,347 $120K
Icon Wealth Advisors, LLC 0.01% New 13,200 $119K
Citadel Advisors 0.00% New 13,081 $118K
Creative Planning 0.00% Reduce -23.6% 12,926 $117K
Coastwise Capital Group, LLC 0.10% New 12,917 $117K
IVC Wealth Advisors LLC 0.06% No change 12,845 $116K
&partners 0.00% Add +9.1% 13,529 $112K
Horizon Kinetics Asset Management LLC 0.00% Add +6.9% 12,350 $111K
Clarity Financial LLC 0.01% No change 12,255 $111K
Investors Asset Management of Georgia Inc. /Ga/ 0.05% No change 12,250 $110K
Pinnacle Associates Ltd. 0.00% No change 12,639 $109K
Caitlin John, LLC 0.07% Add +61.3% 12,100 $107K
First Trust Advisors LP 0.00% No change 11,593 $105K
XTX Topco Ltd 0.01% New 11,521 $104K
Islay Capital Management, LLC 0.07% New 11,500 $104K
Carson Advisory Inc. 0.06% Reduce -4.2% 11,299 $102K
Schmidt P J Investment Management Inc. 0.02% No change 10,854 $98K
Great Valley Advisor Group, Inc. 0.00% No change 10,800 $97K
Old National Bancorp 0.00% No change 10,531 $95K
Regions Financial Corp. 0.00% New 10,266 $93K
D.A. Davidson & Co. 0.00% Add +0.2% 10,166 $92K
High Net Worth Advisory Group LLC 0.03% No change 10,000 $90K
Oppenheimer & Co. Inc. 0.00% New 10,000 $90K
Radnor Capital Management, LLC 0.01% New 10,000 $90K
Shufro Rose & Co. LLC 0.01% No change 10,000 $86K
Cwm, LLC 0.00% Add +204.5% 9,451 $85K
Glass Jacobson Investment Advisors llc 0.03% No change 9,025 $81K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.4% 8,957 $81K
Harbour Investments, Inc. 0.00% Reduce -1.6% 8,698 $78K
International Assets Investment Management, LLC 0.01% Reduce -49.0% 8,416 $76K
Ancora Advisors LLC 0.00% Reduce -81.2% 8,233 $74K
Oarsman Capital, Inc. 0.01% New 7,000 $63K
Sandy Spring Bank 0.00% No change 6,251 $56K
Tradewinds Capital Management, LLC 0.01% No change 6,023 $54K
Signaturefd, LLC 0.00% Add +1.0% 5,746 $52K
Mascoma Wealth Management LLC 0.01% No change 5,706 $51K
Private Trust Co. NA 0.01% Add +35.7% 5,698 $51K
Fifth Third Bancorp 0.00% No change 5,254 $47K
Northwest Financial Advisors 0.04% New 5,067 $46K
Farther Finance Advisors, LLC 0.00% Add +25.8% 5,033 $45K
Montag A & Associates Inc. 0.00% No change 5,000 $45K
Barrett & Company, Inc. 0.02% No change 4,945 $45K
TCTC Holdings, LLC 0.00% No change 4,265 $38K
Citigroup Inc. 0.00% Add +0.8% 4,260 $38K
Investment Research & Advisory Group, Inc. 0.02% Reduce -15.8% 3,375 $38K
Sound Income Strategies, LLC 0.00% No change 4,035 $36K
Annapolis Financial Services, LLC 0.01% No change 3,700 $33K
Global Retirement Partners, LLC 0.00% Add +92.8% 3,587 $32K
Hobbs Group Advisors, LLC 0.01% No change 2,913 $26K
Hazlett, Burt & Watson, Inc. 0.01% Add +1.0% 2,750 $25K
Chilton Capital Management LLC 0.00% No change 2,500 $23K
Ascentis Wealth Management, LLC 0.01% — 2,475 $22K
Sunbelt Securities, Inc. 0.00% No change 2,280 $21K
AdvisorNet Financial, Inc 0.00% No change 2,000 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,830 $17K
Gould Capital, LLC 0.01% No change 1,550 $14K
Webster Bank, N. A. 0.00% New 1,500 $14K
NBT Bank, N.A. 0.00% New 1,500 $14K
CoreCap Advisors, LLC 0.00% New 1,455 $13K
Parallel Advisors, LLC 0.00% Add +22.7% 1,352 $12K
Provenance Wealth Advisors, LLC 0.00% New 1,349 $12K
Ransom Advisory, Ltd 0.01% No change 1,300 $12K
Wintrust Investments LLC 0.01% Reduce -90.0% 1,307 $11K
Aspect Partners, LLC 0.01% No change 1,000 $9K
M&R Capital Management Inc. 0.00% No change 1,000 $9K
Fairman Group, LLC 0.01% No change 961 $9K
Concourse Financial Group Securities, Inc. 0.00% No change 627 $6K
Russell Investments Group, Ltd. 0.00% New 575 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -92.0% 564 $5K
Breakwater Investment Management 0.00% Reduce -48.7% 500 $5K
Cape Investment Advisory, Inc. 0.00% No change 500 $5K
Old Second National Bank of Aurora 0.00% No change 500 $5K
Mather Group, Llc. 0.00% No change 500 $5K
Larson Financial Group LLC 0.00% No change 450 $4K
Avion Wealth 0.00% New 462 $4K
Anchor Investment Management, LLC 0.00% Reduce -34.5% 429 $4K
Claris Advisors, LLC / Mo / 0.00% New 370 $3K
FNY Investment Advisers, LLC 0.00% New 400 $3K
Beacon Capital Management, LLC 0.00% No change 250 $2K
US Bancorp \de 0.00% Reduce -94.9% 200 $2K

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