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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$6.6M
Exits32$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
CIBC Private Wealth Group LLC 0.00% Add +5266.0% 30,264 $258K
Mayflower Financial Advisors, LLC 0.04% No change 27,370 $240K
Cullen/Frost Bankers, Inc. 0.00% No change 26,750 $235K
Pettinga Financial Advisors LLC 0.06% Reduce -25.7% 26,688 $234K
CENTRAL TRUST Co 0.01% Reduce -10.2% 26,049 $228K
Pinnacle Bancorp, Inc. 0.07% No change 26,000 $228K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.2% 25,954 $228K
BlueChip Wealth Advisors LLC 0.11% No change 25,445 $223K
Stephens Inc. 0.00% Reduce -5.1% 24,833 $218K
Prime Capital Investment Advisors, LLC 0.00% Add +40.2% 24,509 $215K
Staley Capital Advisers Inc. 0.01% No change 24,500 $215K
NewEdge Advisors, LLC 0.00% Reduce -15.5% 24,470 $215K
Moors & Cabot, Inc. 0.01% Add +0.1% 24,149 $212K
Corps Capital Advisors, LLC 0.22% No change 23,500 $206K
Cary Street Partners Financial LLC 0.01% No change 23,465 $206K
Lantz Financial LLC 0.06% No change 22,947 $201K
Moloney Securities Asset Management, LLC 0.03% No change 22,039 $193K
Lummis Asset Management, LP 0.13% No change 22,000 $193K
Busey Bank 0.01% No change 21,755 $191K
Venture Visionary Partners LLC 0.01% No change 21,532 $189K
Icon Wealth Advisors, LLC 0.02% No change 21,518 $189K
Creative Planning 0.00% Add +30.2% 21,501 $189K
Wealthspire Advisors, LLC 0.00% Add +104.8% 21,480 $188K
Dakota Wealth Management 0.00% Reduce -24.9% 21,124 $186K
IFP Advisors, Inc 0.01% Add +0.7% 20,897 $183K
Captrust Financial Advisors 0.00% Add +3.5% 20,572 $180K
Comerica Bank 0.00% Reduce -1.5% 20,511 $180K
HRT Financial LP 0.00% New 20,318 $178K
Orca Wealth Management, LLC 0.16% Add +0.4% 20,075 $176K
Private Advisor Group, LLC 0.00% Add +0.1% 20,052 $176K
Penbrook Management LLC 0.13% No change 20,000 $175K
Ascentis Wealth Management, LLC 0.06% Add +704.9% 19,922 $175K
Ethos Financial Group, LLC 0.02% No change 19,939 $171K
Benjamin Edwards Inc. 0.00% No change 19,400 $170K
Beacon Pointe Advisors, LLC 0.00% Add +0.6% 18,814 $165K
Wesbanco Bank Inc. 0.01% No change 18,157 $159K
Advisor Resource Council 0.01% New 17,459 $153K
Modera Wealth Management, LLC 0.00% Add +30.6% 17,310 $152K
Corient Private Wealth LP 0.00% New 16,756 $147K
Sightline Wealth Advisors, LLC 0.08% Add +0.7% 16,581 $145K
Investors Asset Management of Georgia Inc. /Ga/ 0.07% Add +32.6% 16,250 $143K
Baker Avenue Asset Management, LP 0.00% New 15,938 $140K
Caitlin John, LLC 0.13% Add +23.8% 15,600 $137K
Petra Financial Advisors Inc. 0.11% No change 15,500 $136K
Sonora Investment Management Group, LLC 0.01% No change 15,120 $133K
Oppenheimer & Co. Inc. 0.00% Add +7.2% 14,988 $131K
Ackerman Capital Advisors, LLC 0.03% Reduce -68.4% 14,982 $131K
StoneX Group Inc. 0.01% New 14,879 $131K
Oxbow Advisors, LLC 0.01% No change 14,839 $130K
Capital Advisors Wealth Management, LLC 0.02% New 14,802 $130K
Wealth Management Associates, Inc. 0.06% No change 14,736 $129K
Virtu Financial LLC 0.01% Reduce -30.6% 14,696 $129K
Sheaff Brock Investment Advisors, LLC 0.01% No change 14,600 $128K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -51.9% 14,553 $128K
Physician Wealth Advisors, Inc. 0.02% Add +1.9% 14,320 $126K
Saxony Capital Management, LLC 0.11% No change 14,250 $125K
Cahill Financial Advisors Inc. 0.02% Add +9.2% 14,183 $124K
Equitable Holdings, Inc. 0.00% Add +0.1% 14,093 $124K
Uhlmann Price Securities, LLC 0.09% Add +0.3% 13,445 $118K
Rock Point Advisors, LLC 0.04% No change 13,250 $116K
Lido Advisors, LLC 0.00% New 13,242 $116K
Rothschild Investment LLC 0.01% Reduce -4.1% 13,104 $115K
Oarsman Capital, Inc. 0.02% Add +84.9% 12,942 $114K
Coastwise Capital Group, LLC 0.10% No change 12,917 $113K
IVC Wealth Advisors LLC 0.06% No change 12,845 $113K
Narwhal Capital Management 0.01% Add +26.6% 12,725 $112K
Goldman Sachs Group Inc. 0.00% New 12,692 $111K
Dumont & Blake Investment Advisors LLC 0.03% New 12,679 $111K
Pinnacle Associates Ltd. 0.00% No change 12,639 $111K
Horizon Kinetics Asset Management LLC 0.00% No change 12,350 $108K
Clarity Financial LLC 0.01% No change 12,255 $107K
Wolff Financial Management LLC 0.03% New 11,823 $104K
Islay Capital Management, LLC 0.07% No change 11,500 $101K
Nilsine Partners, LLC 0.01% Reduce -19.9% 11,170 $98K
Schmidt P J Investment Management Inc. 0.02% No change 10,854 $95K
Sowell Financial Services LLC 0.00% New 10,761 $94K
Advisory Services Network, LLC 0.00% New 10,501 $92K
Regions Financial Corp. 0.00% No change 10,266 $90K
Shufro Rose & Co. LLC 0.01% New 10,000 $88K
Harbour Investments, Inc. 0.00% Add +138.0% 9,507 $83K
Principia Wealth Advisory, LLC 0.08% No change 9,614 $82K
Coldstream Capital Management Inc. 0.00% Reduce -41.9% 9,080 $80K
Barrett & Company, Inc. 0.03% No change 8,445 $74K
Ancora Advisors LLC 0.00% Reduce -0.8% 8,164 $72K
Glass Jacobson Investment Advisors llc 0.02% No change 7,725 $66K
Cwm, LLC 0.00% Reduce -6.6% 7,501 $66K
Cornerstone National Bank & Trust Co 0.03% New 6,500 $57K
Tradewinds Capital Management, LLC 0.01% No change 6,023 $53K
Private Trust Co. NA 0.01% Add +109.4% 5,723 $50K
Mascoma Wealth Management LLC 0.01% No change 5,706 $50K
Flagship Wealth Advisors, LLC 0.02% Add +80.0% 5,625 $49K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.6% 5,256 $46K
Eq Wealth Advisors, LLC 0.04% New 5,119 $45K
Hurley Capital, LLC 0.03% No change 5,000 $44K
Dagco, Inc. 0.01% New 4,753 $42K
Citigroup Inc. 0.00% Add +0.6% 4,332 $38K
TCTC Holdings, LLC 0.00% No change 4,265 $37K
South Plains Financial, Inc. 0.03% No change 4,250 $37K
Sound Income Strategies, LLC 0.00% No change 4,035 $35K
Farther Finance Advisors, LLC 0.00% Add +274.5% 3,869 $34K
Chilton Capital Management LLC 0.00% No change 2,500 $22K
Wayfinding Financial, LLC 0.01% New 2,175 $19K
PMV Capital Advisers, LLC 0.05% Add +0.8% 2,154 $19K
Principal Securities, Inc. 0.00% No change 2,187 $19K
Financial Gravity Asset Management, Inc. 0.00% — 2,000 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,830 $16K
Independence Bank of Kentucky 0.00% No change 1,800 $16K
Gould Capital, LLC 0.01% No change 1,550 $14K
Ransom Advisory, Ltd 0.01% No change 1,300 $11K
Wood Tarver Financial Group, LLC 0.00% No change 1,277 $11K
CoreCap Advisors, LLC 0.00% Add +0.3% 1,207 $11K
Aspect Partners, LLC 0.01% No change 1,000 $9K
US Bancorp \de 0.00% No change 1,000 $9K
Federation des caisses Desjardins du Quebec 0.00% New 1,000 $9K
Fairman Group, LLC 0.01% No change 961 $8K
Eastern Bank 0.00% New 828 $7K
Sandy Spring Bank 0.00% No change 750 $7K
Investment Research & Advisory Group, Inc. 0.00% Reduce -96.4% 54 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 725 $6K
Russell Investments Group, Ltd. 0.00% No change 575 $5K
Millstone Evans Group, LLC 0.00% No change 500 $4K
Cape Investment Advisory, Inc. 0.00% No change 500 $4K
Mather Group, Llc. 0.00% No change 500 $4K
Anchor Investment Management, LLC 0.00% Add +0.5% 434 $4K
Spire Wealth Management 0.00% No change 430 $4K
FNY Investment Advisers, LLC 0.00% New 400 $3K
Avion Wealth 0.00% No change 462 $3K
Beacon Capital Management, LLC 0.00% Add +0.8% 254 $2K
Geneos Wealth Management Inc. 0.00% No change 200 $2K
JPMorgan Chase & Co. 0.00% No change 100 $877
Trust Co. of Vermont 0.00% New 58 $509
Signaturefd, LLC 0.00% Reduce -99.6% 22 $189
Tower Research Capital LLC (TRC) 0.00% New 6 $53

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