NUVEEN MUNICIPAL VALUE (NUV) Institutional Ownership Changes & 13F Activity

NUVEEN MUNICIPAL VALUE (NUV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Bank Of America Corp, Invesco Ltd., and Granby Capital Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-244-55.0%200$1.84KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+16,85616,856$155.41KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+17,612+160.8%28,568$263.40KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-9,527-1.3%731,241$6.74MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,706-12.0%12,541$115.63KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+12,57412,574$115.93KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+166+0.8%20,969$193.34KQ2 2026Aug 18, 2026
Caitlin John, LlcBuy+400+1.9%21,900$201.92KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+29+0.1%32,709$301.58KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+266,442266,442$2.46MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+246,345+24.8%1,239,517$11.43MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+177,886+16.0%1,287,091$11.87MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+104,283104,283$961.49KQ2 2026Aug 14, 2026
Granby Capital Management, LlcSell-100,000-12.0%736,112$6.79MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-73,582-3.5%2,011,554$18.55MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+55,00055,000$507.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-49,576-8.0%570,630$5.26MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+31,841+3.0%1,098,087$10.12MQ2 2026Aug 14, 2026
Resurgent Financial Advisors LlcBuy+30,00030,000$276.60KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+27,485+50.7%81,708$753.35KQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+24,539+59.3%65,909$607.68KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,819+0.7%2,216,433$20.44MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+12,94712,947$119.37KQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+12,800+9.2%152,594$1.41MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+10,35610,356$95.48KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,027+6.1%140,428$1.29MQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+7,365+61.8%19,283$177.79KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+6,745+30.4%28,937$266.80KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-3,920-5.5%66,982$617.57KQ2 2026Aug 14, 2026
Shepherd Kaplan Krochuk, LlcSell-1,754-2.9%58,291$537.44KQ2 2026Aug 14, 2026
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Frequently asked questions about NUV activity

  • Which institutional owners are buying NUV?

    Institutional owners buying NUV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NUV activity?

    "Buy" means an investor increased their reported position in NUV compared to the prior reporting period. This reflects growing exposure to NUVEEN MUNICIPAL VALUE (NUV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NUV increasing?

    Institutional interest in NUV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.