NUV Institutional Ownership
Nuveen Municipal Value Fund, Inc.
1W: +1.3%
1M: -6.6%
3M: -9.8%
YTD: -8.3%
1Y: -6.8%
3Y: +10.8%
5Y: -15.2%
$8.28
+0.03 (+0.36%)
Weekly Expected Move ±2.1%
$8
$8
$8
$8
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Institutional Ownership — NUV
250
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$402M
Total Invested
23
New Positions
79
Increased
64
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (276 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 7,539,511 | $$62M | +476,286 | +6.7% | 47Q | SEC ↗ |
| 2 | MORGAN STANLEY | 4,490,390 | $$37M | -18,173 | -0.4% | 60Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 3,244,551 | $$27M | +330,052 | +11.3% | 38Q | SEC ↗ |
| 4 | Hennion & Walsh Asset Management, Inc. | 2,862,303 | $$24M | +422,222 | +17.3% | 18Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,216,433 | $$18M | +14,819 | +0.7% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,011,554 | $$17M | -73,582 | -3.5% | 101Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 1,287,091 | $$11M | +177,886 | +16.0% | 15Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 1,239,517 | $$10M | +246,345 | +24.8% | 9Q | SEC ↗ |
| 9 | LPL Financial LLC | 1,176,708 | $$10M | +22,517 | +2.0% | 61Q | SEC ↗ |
| 10 | VAN ECK ASSOCIATES CORP | 1,098,087 | $$9M | +31,841 | +3.0% | 15Q | SEC ↗ |
| 11 | Granby Capital Management, LLC | 736,112 | $$6M | -100,000 | -12.0% | 17Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | 731,241 | $$6M | -9,527 | -1.3% | 4Q | SEC ↗ |
| 13 | Chicago Partners Investment Group LLC | 713,350 | $$6M | +30,199 | +4.4% | 34Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 688,784 | $$6M | +20,994 | +3.1% | 49Q | SEC ↗ |
| 15 | Congress Park Capital LLC | 599,132 | $$5M | +5,000 | +0.8% | 25Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 570,630 | $$5M | -49,576 | -8.0% | 67Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 551,272 | $$5M | +38,022 | +7.4% | 35Q | SEC ↗ |
| 18 | BAR HARBOR WEALTH MANAGEMENT | 487,825 | $$4M | +19,000 | +4.1% | 17Q | SEC ↗ |
| 19 | Prospera Financial Services Inc | 476,073 | $$4M | -83 | -0.0% | 31Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 472,626 | $$4M | +66 | +0.0% | 28Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 468,117 | $$4M | +15,046 | +3.3% | 73Q | SEC ↗ |
| 22 | EHRLICH FINANCIAL GROUP | 356,385 | $$3M | +241,716 | +210.8% | 2Q | SEC ↗ |
| 23 | BFSG, LLC NEW | 329,726 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 266,442 | $$2M | +25,576 | +10.6% | 16Q | SEC ↗ |
| 25 | ROMAN BUTLER FULLERTON & CO | 258,207 | $$2M | +6,660 | +2.6% | 12Q | SEC ↗ |
| 26 | Sanctuary Advisors, LLC | 223,189 | $$2M | +457 | +0.2% | 9Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 221,506 | $$2M | +1,340 | +0.6% | 45Q | SEC ↗ |
| 28 | Koshinski Asset Management, Inc. | 209,025 | $$2M | -429 | -0.2% | 13Q | SEC ↗ |
| 29 | Breakwater Capital Group | 189,868 | $$2M | +33,598 | +21.5% | 14Q | SEC ↗ |
| 30 | Cresta Advisors, Ltd. | 180,840 | $$1M | — | +0.0% | 14Q | SEC ↗ |
| 31 | PKS Advisory Services, LLC | 175,587 | $$1M | -37,635 | -17.7% | 7Q | SEC ↗ |
| 32 | Redwood Family Wealth LLC | 170,632 | $$1M | +7,199 | +4.4% | 3Q | SEC ↗ |
| 33 | Citizens National Bank Trust Departmen | 169,770 | $$1M | +33,675 | +24.7% | 23Q | SEC ↗ |
| 34 | Dynamic Financial Group | 166,319 | $$1M | -102,058 | -38.0% | 7Q | SEC ↗ |
| 35 | IBEX WEALTH ADVISORS | 160,447 | $$1M | -1,744 | -1.1% | 7Q | SEC ↗ |
| 36 | Tandem Financial, LLC | 152,594 | $$1M | +12,800 | +9.2% | 7Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 150,626 | $$1M | -7,848 | -5.0% | 52Q | SEC ↗ |
| 38 | Blake Schutter Theil Wealth Advisors, | 148,378 | $$1M | — | +0.0% | 8Q | SEC ↗ |
| 39 | Mathes Company, Inc. | 145,000 | $$1M | — | +0.0% | 13Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 144,022 | $$1M | -2,887 | -2.0% | 33Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 143,685 | $$1M | +6,258 | +4.6% | 24Q | SEC ↗ |
| 42 | AlTi Global, Inc. | 142,210 | $$1M | +10,000 | +7.6% | 11Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 140,428 | $$1M | +8,027 | +6.1% | 26Q | SEC ↗ |
| 44 | High Net Worth Advisory Group LLC | 130,200 | $$1M | +7,200 | +5.9% | 10Q | SEC ↗ |
| 45 | HARMONY ASSET MANAGEMENT LLC | 125,300 | $$1M | -2,900 | -2.3% | 11Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 122,640 | $$1M | +6,662 | +5.7% | 61Q | SEC ↗ |
| 47 | SMITH, MOORE & CO. | 119,388 | $$989K | +297 | +0.2% | 33Q | SEC ↗ |
| 48 | Venturi Wealth Management, LLC | 115,754 | $$958K | +62 | +0.1% | 12Q | SEC ↗ |
| 49 | Stratos Wealth Partners, LTD. | 113,359 | $$939K | +14,340 | +14.5% | 9Q | SEC ↗ |
| 50 | Whitaker-Myers Wealth Managers, LTD. | 110,642 | $$916K | +4,619 | +4.4% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BFSG, LLC | 329,726 | $$3M |
| COHEN & STEERS, INC. | 55,000 | $$455K |
| Verdence Capital Advisors LLC | 32,500 | $$269K |
| Resurgent Financial Advisors LLC | 30,000 | $$248K |
| BlueChip Wealth Advisors LLC | 25,445 | $$211K |
| Integrated Wealth Concepts LLC | 18,462 | $$153K |
| CITADEL ADVISORS LLC | 16,856 | $$140K |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,001 | $$132K |
| CHOREO, LLC | 14,345 | $$119K |
| READYSTATE ASSET MANAGEMENT LP | 12,947 | $$107K |
| Coastwise Capital Group, LLC | 12,917 | $$107K |
| 49 WEALTH MANAGEMENT, LLC | 12,574 | $$104K |
| ALONGSIDE, LLC | 12,574 | $$104K |
| SHEETS SMITH WEALTH MANAGEMENT | 12,089 | $$100K |
| Objective Capital Management, LLC | 11,000 | $$91K |
| NORTHERN TRUST CORP | 10,934 | $$91K |
| ProVise Management Group, LLC | 10,375 | $$86K |
| Modern Wealth Management, LLC | 10,356 | $$86K |
| IMA Advisory Services, Inc. | 10,000 | $$83K |
| Global Retirement Partners, LLC | 2,963 | $$25K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 630,450 | $$5M |
| 1607 Capital Partners, LLC | 624,720 | $$5M |
| SEVEN MILE ADVISORY | 466,238 | $$4M |
| Orca Wealth Management, LLC | 153,108 | $$1M |
| Tortoise Investment Management, LLC | 112,749 | $$934K |
| Advisors Asset Management, Inc. | 98,140 | $$813K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 85,384 | $$707K |
| Virtu Financial LLC | 41,442 | $$343K |
| Johnson Financial Group, Inc. | 37,500 | $$310K |
| Cerity Partners LLC | 31,395 | $$260K |
| Independent Advisor Alliance | 30,100 | $$249K |
| Ascentis Independent Advisors | 21,984 | $$182K |
| Narwhal Capital Management | 17,987 | $$149K |
| HARRIS ASSOCIATES L P | 14,854 | $$123K |
| Wealth Management Associates, Inc. | 14,403 | $$119K |
| StoneX Group Inc. | 14,177 | $$117K |
| Venture Visionary Partners LLC | 13,032 | $$108K |
| Mariner, LLC | 11,661 | $$97K |
| Annex Advisory Services, LLC | 11,590 | $$96K |
| Richmond Investment Services, LLC | 10,812 | $$90K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +476,286 | +6.7% | 7,539,511 |
| Hennion & Walsh Asset Management, I | +422,222 | +17.3% | 2,862,303 |
| GUGGENHEIM CAPITAL LLC | +330,052 | +11.3% | 3,244,551 |
| JONES FINANCIAL COMPANIES LLLP | +246,345 | +24.8% | 1,239,517 |
| EHRLICH FINANCIAL GROUP | +241,716 | +210.8% | 356,385 |
| BANK OF AMERICA CORP /DE | +177,886 | +16.0% | 1,287,091 |
| COMMONWEALTH EQUITY SERVICES, LLC | +38,022 | +7.4% | 551,272 |
| Ackerman Capital Advisors, LLC | +36,148 | +64.8% | 91,959 |
| Citizens National Bank Trust Depart | +33,675 | +24.7% | 169,770 |
| Breakwater Capital Group | +33,598 | +21.5% | 189,868 |
| VAN ECK ASSOCIATES CORP | +31,841 | +3.0% | 1,098,087 |
| Chicago Partners Investment Group L | +30,199 | +4.4% | 713,350 |
| US BANCORP \DE | +28,634 | +2863.4% | 29,634 |
| JANE STREET GROUP, LLC | +27,485 | +50.7% | 81,708 |
| AMERIPRISE FINANCIAL INC | +25,576 | +10.6% | 266,442 |
| MAGNOLIA CAPITAL ADVISORS LLC | +24,539 | +59.3% | 65,909 |
| Arax Advisory Partners | +23,125 | +256.9% | 32,125 |
| LPL Financial LLC | +22,517 | +2.0% | 1,176,708 |
| FIFTH THIRD BANCORP | +22,000 | +100.7% | 43,850 |
| STIFEL FINANCIAL CORP | +20,994 | +3.1% | 688,784 |