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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Guggenheim Capital Llc, Raymond James Financial Inc, 1607 Capital Partners, Llc, Bank Of America Corp, and Granby Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -301,610 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +2,567 | +24.7% | 12,966 | $117.47K | Q4 2025 | Aug 26, 2026 |
| Rhodes Investment Advisors Inc | Buy | +43,200 | — | 43,200 | $391.39K | Q4 2025 | May 13, 2026 |
| Pursuit Wealth Strategies, Llc | Buy | +14,675 | — | 14,675 | $132.96K | Q4 2025 | Apr 24, 2026 |
| Lifetime Wealth Management P.C. | Buy | +8 | — | 8 | $396.14K | Q4 2025 | Mar 09, 2026 |
| Redwood Family Wealth Llc | Buy | +167,108 | — | 167,108 | $1.51M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +22,100 | — | 22,100 | $200.23K | Q4 2025 | Mar 05, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +1,000 | — | 1,000 | $9.06K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +442 | — | 442 | $4.01K | Q4 2025 | Feb 26, 2026 |
| Virtu Financial Llc | Buy | +41,442 | — | 41,442 | $375.00K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +68,150 | — | 68,150 | $618.35K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +2,173,109 | — | 2,173,109 | $19.69M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +734,153 | — | 734,153 | $6.65M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +47,057 | — | 47,057 | $426.33K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +26,294 | — | 26,294 | $238.22K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +24,700 | — | 24,700 | $223.78K | Q4 2025 | Feb 18, 2026 |
| Guggenheim Capital Llc | Buy | +2,516,342 | — | 2,516,342 | $22.80M | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, Llc | Buy | +1,903,992 | — | 1,903,992 | $17.25M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,099,548 | — | 1,099,548 | $9.96M | Q4 2025 | Feb 17, 2026 |
| Granby Capital Management, Llc | Buy | +1,000,000 | — | 1,000,000 | $9.06M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +790,010 | — | 790,010 | $7.16M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +630,450 | — | 630,450 | $5.71M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +570,561 | — | 570,561 | $5.17M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +468,810 | — | 468,810 | $4.25M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +234,081 | — | 234,081 | $2.12M | Q4 2025 | Feb 17, 2026 |
| Ibex Wealth Advisors | Buy | +169,988 | — | 169,988 | $1.54M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +157,457 | — | 157,457 | $1.43M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +125,290 | — | 125,290 | $1.14M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +71,415 | — | 71,415 | $647.02K | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | Buy | +69,357 | — | 69,357 | $628.37K | Q4 2025 | Feb 17, 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
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- NUV Insider Trading & SEC Form 4 Activity
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