Nuveen Municipal ValueNUV

13F holders, Q4 2024 (December 31)
243holders +15
31new positions
25sold out
1famous investor
$8.60avg. 13F price*

At the end of Q4 2024, 243 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, up 15 from Q3 2024. 31 opened new positions and 25 sold out. The largest holders were Rivernorth Capital Management, LLC ($76.2M), UBS Group AG ($57.1M) and Morgan Stanley ($39.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions31$11.4M
Exits25$9.2M

All 13F filers, Q3 2024 → Q4 2024: 5,722,239 shares bought and 2,708,768 shares sold, net +3,013,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 243 holders

Rivernorth Capital Management, LLC 3.68% Add +19.6% 8,876,373 $76.2M
UBS Group AG 0.01% Add +7.4% 6,650,602 $57.1M
Morgan Stanley 0.00% Reduce -0.6% 4,581,132 $39.4M
1607 Capital Partners, LLC 1.83% Add +24.8% 2,655,203 $22.8M
Raymond James Financial Inc. 0.01% — 2,313,639 $19.9M
NorthCoast Asset Management LLC 0.08% Add +69.4% 1,954,981 $16.8M
Tortoise Investment Management, LLC 1.67% Reduce -6.9% 1,838,060 $15.8M
Guggenheim Capital LLC 0.10% Reduce -8.2% 1,439,482 $12.4M
Hennion & Walsh Asset Management, Inc. 0.53% Add +51.0% 1,354,412 $11.6M
Wells Fargo & Company 0.00% Add +2.0% 1,324,935 $11.4M
Van Eck Associates Corp. 0.01% Add +4.4% 1,237,733 $10.6M
Granby Capital Management, LLC 4.89% Reduce -15.4% 1,100,000 $9.4M
LPL Financial LLC 0.00% Reduce -15.0% 1,048,411 $9.0M
Bank of America Corp. 0.00% Reduce -1.2% 882,720 $7.6M
Chicago Partners Investment Group LLC 0.23% Add +5.8% 788,849 $6.8M
Prospera Financial Services Inc 0.11% Reduce -5.3% 550,709 $4.7M
Essential Planning, LLC. 0.03% New 527,488 $4.7M
Advisors Asset Management, Inc. 0.09% Reduce -18.9% 538,622 $4.6M
Stifel Financial Corp. 0.00% Add +3.4% 522,474 $4.5M
Broyhill Asset Management, LLC 3.81% — 503,759 $4.3M
Royal Bank of Canada 0.00% Add +1.0% 483,128 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.3% 468,217 $4.0M
Congress Park Capital LLC 1.38% Add +36.1% 442,882 $3.8M
Commonwealth Equity Services, LLC 0.01% Reduce -5.9% 408,627 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +16.3% 395,809 $3.4M
Bar Harbor Wealth Management 0.21% Reduce -17.6% 373,800 $3.2M
Ameriprise Financial Inc. 0.00% Add +5.8% 283,822 $2.4M
Baird Financial Group, Inc. 0.00% Reduce -1.8% 223,713 $1.9M
Cresta Advisors, Ltd. 0.99% No change 210,840 $1.9M
Jones Financial Companies LLLP 0.00% Add +49.0% 208,439 $1.8M
Mesirow Financial Investment Management, Inc. 0.03% Add +0.1% 199,086 $1.7M
Roman Butler Fullerton & Co. 0.49% Add +1.1% 175,887 $1.5M
AlTi Global, Inc. 0.04% Reduce -12.1% 173,035 $1.5M
Ibex Wealth Advisors 0.18% New 173,477 $1.5M
Janney Montgomery Scott LLC 0.00% Add +2.9% 169,053 $1.5M
Citizens National Bank Trust Department 0.30% Reduce -5.4% 165,450 $1.4M
Koshinski Asset Management, Inc. 0.12% Reduce -9.3% 161,817 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -10.1% 150,741 $1.3M
Cohen & Steers, Inc. 0.00% Reduce -6.2% 150,880 $1.3M
Smith, Moore & Co. 0.11% Reduce -4.9% 140,710 $1.2M
Mathes Company, Inc. 0.43% No change 137,500 $1.2M
City of London Investment Management Co. Ltd. 0.11% Reduce -67.7% 128,182 $1.1M
Tandem Financial, LLC 1.19% — 128,097 $1.1M
Breakwater Capital Group 0.21% Add +6.4% 121,589 $1.0M
Kestra Advisory Services, LLC 0.01% Reduce -7.5% 120,327 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +17.2% 115,846 $995K
Harmony Asset Management LLC 0.38% Add +6.4% 112,500 $966K
Summit Financial Wealth Advisors, LLC 0.18% Reduce -5.9% 105,997 $935K
Accredited Investor Services, LLC 0.70% — 101,869 $875K
HighTower Advisors, LLC 0.00% Reduce -2.3% 101,761 $874K
Blake Schutter Theil Wealth Advisors, LLC 0.92% No change 101,321 $870K
Osaic Holdings, Inc. 0.00% Add +77.5% 96,037 $825K
Callahan Advisors, LLC 0.08% New 93,793 $806K
Teachers Insurance & Annuity Association of America 1.04% No change 91,358 $785K
Orleans Capital Management Corp. 0.38% Reduce -6.8% 76,225 $675K
Cetera Investment Advisers 0.00% Reduce -8.0% 77,697 $667K
Kestra Private Wealth Services, LLC 0.01% Add +78.0% 75,658 $650K
Johnson Financial Group, Inc. 0.03% Reduce -38.3% 72,500 $640K
Westchester Capital Management, LLC 0.04% Reduce -15.5% 72,336 $621K
Venturi Wealth Management, LLC 0.03% Add +34.9% 71,259 $612K
OneDigital Investment Advisors LLC 0.01% Add +11.1% 69,383 $596K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -7.4% 66,700 $573K
Hilltop Holdings Inc. 0.04% Reduce -3.6% 66,042 $567K
High Net Worth Advisory Group LLC 0.16% Add +550.0% 65,000 $558K
Susquehanna International Group, LLP 0.00% New 64,886 $557K
Pathway Financial Advisers, LLC 0.19% Add +10.9% 64,746 $556K
NINE MASTS CAPITAL Ltd 0.11% New 64,507 $554K
Atria Wealth Solutions, Inc. 0.01% New 63,739 $548K
Shepherd Kaplan Krochuk, LLC 0.44% No change 61,432 $528K
WCG Wealth Advisors LLC 0.03% No change 60,850 $523K
Mariner, LLC 0.00% Add +2.5% 56,910 $489K
Disciplined Investments, LLC 0.23% Add +1.1% 55,082 $473K
James Investment Research, Inc. 0.06% No change 54,116 $465K
Optimum Investment Advisors 0.19% Add +3.0% 51,200 $440K
Wedbush Securities Inc. 0.02% Add +6.3% 51,106 $439K
Wellington Shields Capital Management, LLC 0.08% No change 50,000 $430K
Bank of New York Mellon Corp 0.00% Add +9.6% 49,992 $429K
Landscape Capital Management, L.L.C. 0.04% New 48,482 $416K
Seamount Financial Group Inc. 0.28% Add +5.0% 48,002 $412K
Orange Investment Advisors, Inc. 0.05% Reduce -57.8% 47,962 $412K
Ackerman Capital Advisors, LLC 0.11% Reduce -45.6% 47,472 $408K
PKS Advisory Services, LLC 0.10% — 47,450 $408K
Concurrent Investment Advisors, LLC 0.01% Add +30.6% 47,318 $406K
DAVENPORT & Co LLC 0.00% No change 47,239 $406K
Capital Square, LLC 0.22% Reduce -12.6% 44,486 $387K
Brown Advisory Inc. 0.00% Reduce -27.9% 43,974 $378K
Fortitude Advisory Group L.L.C. 0.23% No change 43,488 $374K
Clearstead Advisors, LLC 0.01% No change 43,000 $369K
Naples Global Advisors, LLC 0.03% Reduce -0.7% 42,000 $361K
Good Life Advisors, LLC 0.03% Add +2.9% 41,961 $360K
Nomura Holdings Inc. 0.00% New 41,400 $356K
Access Financial Services, Inc. 0.16% Add +27.8% 41,341 $355K
WealthBridge Capital Management, LLC 0.10% Reduce -8.8% 40,892 $351K
Melfa Wealth Management, Inc. 0.23% No change 40,619 $349K
Harbor Investment Advisory, LLC 0.03% No change 40,600 $349K
Stratos Wealth Partners, LTD. 0.00% Add +127.0% 39,347 $338K
PFG Investments, LLC 0.02% Add +37.8% 38,051 $327K
Capital Investment Advisors, LLC 0.01% No change 36,100 $310K
Western Wealth Management, LLC 0.02% No change 36,000 $309K
Pettinga Financial Advisors LLC 0.07% Reduce -65.1% 35,938 $309K

"% 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 243 holders