Nuveen Municipal ValueNUV
13F holders, Q1 2025 (March 31)233holders −10
25new positions
32sold out
$8.77avg. 13F price*
At the end of Q1 2025, 233 institutions reported holding Nuveen Municipal Value (NUV) in their 13F filings, down 10 from Q4 2024. 25 opened new positions and 32 sold out. The largest holders were Rivernorth Capital Management, LLC ($67.8M), UBS Group AG ($60.4M) and Morgan Stanley ($39.8M).
- Company
- Nuveen Municipal Value
- CUSIP
- 670928100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.6M |
| Exits | 32 | $11.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,766,213 shares bought and 3,763,808 shares sold, net −997,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Rivernorth Capital Management, LLC | 3.61% | Reduce -12.9% | 7,734,691 | $67.8M |
| UBS Group AG | 0.01% | Add +3.5% | 6,882,697 | $60.4M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 4,542,069 | $39.8M |
| 1607 Capital Partners, LLC | 1.92% | Add +2.4% | 2,718,221 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 2,307,649 | $20.2M |
| NorthCoast Asset Management LLC | 0.09% | Add +2.9% | 2,012,078 | $17.6M |
| Hennion & Walsh Asset Management, Inc. | 0.67% | Add +27.2% | 1,722,971 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +18.2% | 1,566,069 | $13.7M |
| Guggenheim Capital LLC | 0.12% | Add +4.8% | 1,507,789 | $13.2M |
| Tortoise Investment Management, LLC | 1.24% | Reduce -26.0% | 1,359,761 | $11.9M |
| LPL Financial LLC | 0.00% | Add +10.1% | 1,154,702 | $10.1M |
| Granby Capital Management, LLC | 5.20% | No change | 1,100,000 | $9.6M |
| Van Eck Associates Corp. | 0.01% | Reduce -19.6% | 995,349 | $8.7M |
| Bank of America Corp. | 0.00% | Add +7.3% | 947,400 | $8.3M |
| Chicago Partners Investment Group LLC | 0.23% | Add +0.0% | 788,963 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +29.6% | 677,342 | $5.9M |
| True North Advisors, LLC | 0.79% | New | 510,777 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +5.4% | 509,410 | $4.5M |
| Broyhill Asset Management, LLC | 3.60% | Add +0.1% | 504,174 | $4.4M |
| Congress Park Capital LLC | 1.67% | Add +13.6% | 502,882 | $4.4M |
| Prospera Financial Services Inc | 0.10% | Reduce -12.9% | 479,603 | $4.2M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -12.0% | 473,877 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.4% | 443,128 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 424,798 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 390,809 | $3.4M |
| Bar Harbor Wealth Management | 0.21% | Reduce -5.5% | 353,300 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +19.8% | 249,800 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 241,247 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 231,184 | $2.0M |
| Roman Butler Fullerton & Co. | 0.74% | Add +26.4% | 222,242 | $1.9M |
| Cresta Advisors, Ltd. | 0.82% | Reduce -14.2% | 180,840 | $1.6M |
| Ibex Wealth Advisors | 0.21% | Add +3.7% | 179,886 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 173,035 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +3.8% | 167,917 | $1.5M |
| Citizens National Bank Trust Department | 0.30% | Reduce -3.7% | 159,375 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 154,417 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.7% | 148,141 | $1.3M |
| Mathes Company, Inc. | 0.52% | Add +5.5% | 145,000 | $1.3M |
| Smith, Moore & Co. | 0.11% | Add +0.5% | 141,407 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +41.1% | 135,560 | $1.2M |
| Tandem Financial, LLC | 1.26% | Add +2.2% | 130,915 | $1.2M |
| Breakwater Capital Group | 0.20% | Add +7.9% | 131,160 | $1.2M |
| City of London Investment Management Co. Ltd. | 0.12% | No change | 128,182 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.2% | 125,374 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.2% | 110,954 | $973K |
| HighTower Advisors, LLC | 0.00% | Add +5.6% | 107,421 | $942K |
| Summit Financial Wealth Advisors, LLC | 0.18% | Reduce -0.2% | 105,797 | $928K |
| Accredited Investor Services, LLC | 0.77% | Add +3.4% | 105,300 | $923K |
| Dynamic Financial Group | 0.91% | Add +452.5% | 104,061 | $913K |
| Harmony Asset Management LLC | 0.35% | Reduce -15.1% | 95,500 | $838K |
| Callahan Advisors, LLC | 0.08% | Add +0.7% | 94,482 | $829K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.93% | Reduce -8.4% | 92,845 | $814K |
| Venturi Wealth Management, LLC | 0.04% | Add +29.9% | 92,582 | $812K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +22.1% | 92,415 | $810K |
| Teachers Insurance & Annuity Association of America | 1.07% | No change | 91,358 | $801K |
| Cetera Investment Advisers | 0.00% | Add +13.3% | 88,042 | $772K |
| Susquehanna International Group, LLP | 0.00% | Add +25.8% | 81,599 | $716K |
| Orleans Capital Management Corp. | 0.41% | Add +4.1% | 79,325 | $696K |
| Johnson Financial Group, Inc. | 0.03% | No change | 72,500 | $638K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +51.5% | 71,670 | $629K |
| Hilltop Holdings Inc. | 0.04% | Add +5.5% | 69,682 | $611K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 66,700 | $585K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 65,000 | $570K |
| Pathway Financial Advisers, LLC | 0.19% | Reduce -3.3% | 62,585 | $549K |
| Focus Partners Wealth | 0.00% | Add +101.2% | 61,646 | $541K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | No change | 61,432 | $539K |
| WCG Wealth Advisors LLC | 0.04% | No change | 60,850 | $534K |
| Seamount Financial Group Inc. | 0.36% | Add +24.9% | 59,962 | $526K |
| Disciplined Investments, LLC | 0.24% | Add +8.8% | 59,902 | $525K |
| Westchester Capital Management, LLC | 0.03% | Reduce -17.6% | 59,644 | $523K |
| Optimum Investment Advisors | 0.23% | Add +9.8% | 56,200 | $493K |
| James Investment Research, Inc. | 0.06% | No change | 54,116 | $475K |
| Mariner, LLC | 0.00% | Reduce -9.1% | 51,718 | $454K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.0% | 51,099 | $448K |
| Wellington Shields Capital Management, LLC | 0.08% | No change | 50,000 | $439K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -75.2% | 49,434 | $434K |
| Orange Investment Advisors, Inc. | 0.05% | Add +0.0% | 47,965 | $421K |
| DAVENPORT & Co LLC | 0.00% | No change | 47,239 | $414K |
| PKS Advisory Services, LLC | 0.11% | Reduce -4.2% | 45,450 | $399K |
| Summit X, LLC | 0.08% | New | 44,782 | $393K |
| Capital Square, LLC | 0.23% | Add +0.0% | 44,487 | $390K |
| Brown Advisory Inc. | 0.00% | No change | 43,974 | $386K |
| Clearstead Advisors, LLC | 0.01% | No change | 43,000 | $377K |
| Fortitude Advisory Group L.L.C. | 0.27% | No change | 43,488 | $372K |
| Good Life Advisors, LLC | 0.03% | Add +0.7% | 42,251 | $371K |
| Naples Global Advisors, LLC | 0.04% | No change | 42,000 | $370K |
| Access Financial Services, Inc. | 0.15% | No change | 41,341 | $363K |
| WealthBridge Capital Management, LLC | 0.10% | Add +0.0% | 40,899 | $359K |
| Melfa Wealth Management, Inc. | 0.24% | No change | 40,619 | $356K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 39,885 | $350K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -4.9% | 38,600 | $339K |
| Mgo One Seven LLC | 0.01% | Add +16.3% | 37,280 | $327K |
| Capital Investment Advisors, LLC | 0.01% | No change | 36,100 | $317K |
| PFG Investments, LLC | 0.02% | Reduce -6.9% | 35,416 | $311K |
| Vicus Capital | 0.03% | Add +0.7% | 32,863 | $288K |
| MAI Capital Management | 0.00% | Add +0.1% | 32,674 | $287K |
| Truist Financial Corp. | 0.00% | Add +86.4% | 31,680 | $278K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 30,528 | $268K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.1% | 29,547 | $259K |
| Second Half Financial Partners, LLC | 0.13% | No change | 29,464 | $258K |
"% of holder's portfolio" is NUV's weight in each manager's 13F, not the share of Nuveen Municipal Value the manager owns.