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
MAI Capital Management 0.00% New 32,659 $281K
Vicus Capital 0.02% Add +1.4% 32,622 $280K
Mgo One Seven LLC 0.01% Add +23.7% 32,045 $275K
Focus Partners Wealth 0.00% New 30,646 $263K
Envestnet Asset Management Inc. 0.00% Reduce -3.3% 30,303 $260K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.3% 30,261 $260K
Second Half Financial Partners, LLC 0.12% No change 29,464 $253K
Marex Group Ltd 0.00% New 29,300 $252K
CENTRAL TRUST Co 0.01% Reduce -11.0% 29,021 $249K
NewEdge Advisors, LLC 0.00% Reduce -13.9% 28,962 $249K
Dakota Wealth Management 0.01% Reduce -12.4% 28,124 $242K
Mayflower Financial Advisors, LLC 0.04% No change 27,370 $235K
Cullen/Frost Bankers, Inc. 0.00% No change 26,750 $230K
Stephens Inc. 0.00% Reduce -17.6% 26,166 $225K
PNC Financial Services Group, Inc. 0.00% Reduce -3.1% 26,122 $224K
SeaCrest Wealth Management, LLC 0.02% Reduce -0.3% 26,007 $223K
Pinnacle Bancorp, Inc. 0.07% No change 26,000 $223K
Focus Partners Advisor Solutions, LLC 0.00% Add +39.4% 25,913 $223K
BlueChip Wealth Advisors LLC 0.12% No change 25,445 $219K
Staley Capital Advisers Inc. 0.01% No change 24,500 $210K
Moors & Cabot, Inc. 0.01% Add +0.1% 24,137 $207K
Corps Capital Advisors, LLC 0.20% — 23,500 $202K
Cary Street Partners Financial LLC 0.01% — 23,465 $202K
Lantz Financial LLC 0.05% No change 22,947 $197K
Moloney Securities Asset Management, LLC 0.03% Add +10.2% 22,039 $189K
Lummis Asset Management, LP 0.24% No change 22,000 $189K
Busey Bank 0.01% No change 21,755 $187K
Venture Visionary Partners LLC 0.01% No change 21,532 $185K
Icon Wealth Advisors, LLC 0.02% Add +63.0% 21,518 $185K
Virtu Financial LLC 0.01% Reduce -37.9% 21,187 $182K
Comerica Bank 0.00% Reduce -22.2% 20,819 $179K
IFP Advisors, Inc 0.01% Add +1.3% 20,753 $178K
Private Advisor Group, LLC 0.00% Add +0.2% 20,033 $172K
Penbrook Management LLC 0.12% No change 20,000 $172K
Florida Trust Wealth Management Co 0.01% No change 20,000 $172K
Orca Wealth Management, LLC 0.15% — 19,997 $172K
Ethos Financial Group, LLC 0.02% No change 19,939 $171K
Captrust Financial Advisors 0.00% Add +3.4% 19,879 $171K
Private Advisory Group LLC 0.02% New 19,662 $169K
Benjamin Edwards Inc. 0.00% Reduce -21.6% 19,400 $167K
Dynamic Financial Group 0.16% — 18,835 $162K
Beacon Pointe Advisors, LLC 0.00% Add +20.6% 18,698 $161K
Wesbanco Bank Inc. 0.01% No change 18,157 $156K
ORG Partners LLC 0.02% Add +4.0% 17,742 $152K
Prime Capital Investment Advisors, LLC 0.00% No change 17,484 $150K
Truist Financial Corp. 0.00% Reduce -11.6% 16,995 $146K
Creative Planning 0.00% Add +27.7% 16,509 $142K
Sightline Wealth Advisors, LLC 0.08% Add +1.4% 16,460 $141K
Coldstream Capital Management Inc. 0.00% No change 15,640 $134K
Petra Financial Advisors Inc. 0.09% No change 15,500 $133K
Sonora Investment Management Group, LLC 0.01% No change 15,120 $130K
Oxbow Advisors, LLC 0.02% No change 14,839 $127K
Wealth Management Associates, Inc. 0.05% No change 14,736 $127K
Sheaff Brock Investment Advisors, LLC 0.01% Reduce -1.4% 14,600 $125K
XTX Topco Ltd 0.01% Add +26.2% 14,537 $125K
Saxony Capital Management, LLC 0.11% No change 14,250 $122K
Equitable Holdings, Inc. 0.00% Reduce -6.5% 14,076 $121K
Physician Wealth Advisors, Inc. 0.02% New 14,055 $121K
Avantax Advisory Services, Inc. 0.00% New 14,007 $120K
Oppenheimer & Co. Inc. 0.00% Add +39.9% 13,988 $120K
Nilsine Partners, LLC 0.01% New 13,936 $120K
Rothschild Investment LLC 0.01% Reduce -0.8% 13,658 $117K
Uhlmann Price Securities, LLC 0.09% Add +0.5% 13,411 $115K
Modera Wealth Management, LLC 0.00% Reduce -1.6% 13,256 $114K
Rock Point Advisors, LLC 0.03% New 13,250 $114K
Cahill Financial Advisors Inc. 0.02% New 12,993 $112K
Coastwise Capital Group, LLC 0.09% No change 12,917 $111K
IVC Wealth Advisors LLC 0.06% No change 12,845 $110K
Pinnacle Associates Ltd. 0.00% No change 12,639 $109K
Caitlin John, LLC 0.07% Add +4.1% 12,600 $108K
Horizon Kinetics Asset Management LLC 0.00% No change 12,350 $106K
Clarity Financial LLC 0.01% No change 12,255 $105K
Investors Asset Management of Georgia Inc. /Ga/ 0.05% No change 12,250 $105K
Islay Capital Management, LLC 0.07% No change 11,500 $99K
Citadel Advisors 0.00% Reduce -13.2% 11,359 $98K
Schmidt P J Investment Management Inc. 0.02% No change 10,854 $93K
Old National Bancorp 0.00% No change 10,531 $90K
Wealthspire Advisors, LLC 0.00% New 10,490 $90K
Regions Financial Corp. 0.00% No change 10,266 $88K
Narwhal Capital Management 0.01% New 10,050 $86K
Canal Capital Management, LLC 0.01% New 10,045 $86K
Radnor Capital Management, LLC 0.01% No change 10,000 $86K
Principia Wealth Advisory, LLC 0.08% — 9,614 $83K
Elequin Capital, LP 0.01% New 8,763 $75K
Barrett & Company, Inc. 0.03% Add +70.8% 8,445 $73K
Ancora Advisors LLC 0.00% No change 8,233 $71K
Cwm, LLC 0.00% Reduce -15.0% 8,034 $69K
Glass Jacobson Investment Advisors llc 0.02% Reduce -14.4% 7,725 $66K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.0% 7,255 $62K
Oarsman Capital, Inc. 0.01% No change 7,000 $60K
&partners 0.00% Reduce -16.3% 11,327 $54K
Tradewinds Capital Management, LLC 0.01% No change 6,023 $52K
Signaturefd, LLC 0.00% Add +1.0% 5,806 $50K
Mascoma Wealth Management LLC 0.01% No change 5,706 $49K
Hurley Capital, LLC 0.04% — 5,000 $44K
Citigroup Inc. 0.00% Add +1.1% 4,307 $37K
TCTC Holdings, LLC 0.00% No change 4,265 $37K
South Plains Financial, Inc. 0.03% — 4,250 $37K
Sound Income Strategies, LLC 0.00% No change 4,035 $35K
Harbour Investments, Inc. 0.00% Reduce -54.1% 3,995 $34K
Fifth Third Bancorp 0.00% Reduce -33.4% 3,502 $30K
Flagship Wealth Advisors, LLC 0.02% — 3,125 $27K
Private Trust Co. NA 0.00% Reduce -52.0% 2,733 $23K
Chilton Capital Management LLC 0.00% No change 2,500 $21K
Clarity Asset Management, Inc. 0.01% New 2,489 $21K
Ascentis Wealth Management, LLC 0.01% No change 2,475 $21K
Sunbelt Securities, Inc. 0.00% No change 2,280 $19K
Principal Securities, Inc. 0.00% New 2,187 $19K
Investment Research & Advisory Group, Inc. 0.01% Reduce -55.5% 1,503 $19K
PMV Capital Advisers, LLC 0.05% — 2,138 $18K
Financial Gravity Companies, Inc. 0.00% New 2,000 $17K
Global Retirement Partners, LLC 0.00% Reduce -46.9% 1,906 $16K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,830 $16K
Independence Bank of Kentucky 0.00% New 1,800 $15K
Wintrust Investments LLC 0.01% Add +30.6% 1,707 $14K
Gould Capital, LLC 0.01% No change 1,550 $13K
NBT Bank, N.A. 0.00% No change 1,500 $13K
Provenance Wealth Advisors, LLC 0.00% No change 1,349 $12K
Ransom Advisory, Ltd 0.01% No change 1,300 $11K
CoreCap Advisors, LLC 0.00% Reduce -17.3% 1,203 $10K
Wood Tarver Financial Group, LLC 0.00% — 1,277 $10K
Farther Finance Advisors, LLC 0.00% Reduce -79.5% 1,033 $9K
Aspect Partners, LLC 0.01% No change 1,000 $9K
US Bancorp \de 0.00% Add +400.0% 1,000 $9K
Fairman Group, LLC 0.01% No change 961 $8K
Sandy Spring Bank 0.00% Reduce -88.0% 750 $6K
Wilmington Savings Fund Society, FSB 0.00% New 725 $6K
Concourse Financial Group Securities, Inc. 0.00% No change 627 $5K
Russell Investments Group, Ltd. 0.00% No change 575 $5K
CIBC Private Wealth Group LLC 0.00% No change 564 $5K
Millstone Evans Group, LLC 0.00% — 500 $4K
Cape Investment Advisory, Inc. 0.00% No change 500 $4K
Old Second National Bank of Aurora 0.00% No change 500 $4K
Mather Group, Llc. 0.00% No change 500 $4K
Anchor Investment Management, LLC 0.00% Add +0.7% 432 $4K
Spire Wealth Management 0.00% New 430 $4K
Larson Financial Group LLC 0.00% Reduce -11.1% 400 $3K
Avion Wealth 0.00% No change 462 $3K
Guardian Wealth Management, Inc. 0.00% New 268 $2K
Beacon Capital Management, LLC 0.00% Add +0.8% 252 $2K
Geneos Wealth Management Inc. 0.00% New 200 $2K
JPMorgan Chase & Co. 0.00% New 100 $859
FMR LLC 0.00% New 1 $9

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