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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Sell | -244 | -55.0% | 200 | $1.84K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +16,856 | — | 16,856 | $155.41K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +17,612 | +160.8% | 28,568 | $263.40K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -9,527 | -1.3% | 731,241 | $6.74M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -1,706 | -12.0% | 12,541 | $115.63K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +12,574 | — | 12,574 | $115.93K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +166 | +0.8% | 20,969 | $193.34K | Q2 2026 | Aug 18, 2026 |
| Caitlin John, Llc | Buy | +400 | +1.9% | 21,900 | $201.92K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +29 | +0.1% | 32,709 | $301.58K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +266,442 | — | 266,442 | $2.46M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +246,345 | +24.8% | 1,239,517 | $11.43M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +177,886 | +16.0% | 1,287,091 | $11.87M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +104,283 | — | 104,283 | $961.49K | Q2 2026 | Aug 14, 2026 |
| Granby Capital Management, Llc | Sell | -100,000 | -12.0% | 736,112 | $6.79M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -73,582 | -3.5% | 2,011,554 | $18.55M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +55,000 | — | 55,000 | $507.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -49,576 | -8.0% | 570,630 | $5.26M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +31,841 | +3.0% | 1,098,087 | $10.12M | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors Llc | Buy | +30,000 | — | 30,000 | $276.60K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +27,485 | +50.7% | 81,708 | $753.35K | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Buy | +24,539 | +59.3% | 65,909 | $607.68K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,819 | +0.7% | 2,216,433 | $20.44M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +12,947 | — | 12,947 | $119.37K | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +12,800 | +9.2% | 152,594 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +10,356 | — | 10,356 | $95.48K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,027 | +6.1% | 140,428 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +7,365 | +61.8% | 19,283 | $177.79K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +6,745 | +30.4% | 28,937 | $266.80K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -3,920 | -5.5% | 66,982 | $617.57K | Q2 2026 | Aug 14, 2026 |
| Shepherd Kaplan Krochuk, Llc | Sell | -1,754 | -2.9% | 58,291 | $537.44K | Q2 2026 | Aug 14, 2026 |
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.
Related NUV Institutional Insights
- NUV Overview
- NUV 13F Institutional Holders
- NUV Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NUV Insider Trading & SEC Form 4 Activity
- NUV Articles
- Top Institutional Investor Stock Rankings