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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-301,610-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+2,567+24.7%12,966$117.47KQ4 2025Aug 26, 2026
Rhodes Investment Advisors IncBuy+43,200—43,200$391.39KQ4 2025May 13, 2026
Pursuit Wealth Strategies, LlcBuy+14,675—14,675$132.96KQ4 2025Apr 24, 2026
Lifetime Wealth Management P.C.Buy+8—8$396.14KQ4 2025Mar 09, 2026
Redwood Family Wealth LlcBuy+167,108—167,108$1.51MQ4 2025Mar 06, 2026
BaybanBuy+22,100—22,100$200.23KQ4 2025Mar 05, 2026
Strategic Investment Solutions, Inc.Buy+1,000—1,000$9.06KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+442—442$4.01KQ4 2025Feb 26, 2026
Virtu Financial LlcBuy+41,442—41,442$375.00KQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+68,150—68,150$618.35KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+2,173,109—2,173,109$19.69MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+734,153—734,153$6.65MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+47,057—47,057$426.33KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+26,294—26,294$238.22KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+24,700—24,700$223.78KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+2,516,342—2,516,342$22.80MQ4 2025Feb 17, 2026
1607 Capital Partners, LlcBuy+1,903,992—1,903,992$17.25MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,099,548—1,099,548$9.96MQ4 2025Feb 17, 2026
Granby Capital Management, LlcBuy+1,000,000—1,000,000$9.06MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+790,010—790,010$7.16MQ4 2025Feb 17, 2026
Rivernorth Capital Management, LlcBuy+630,450—630,450$5.71MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+570,561—570,561$5.17MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+468,810—468,810$4.25MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+234,081—234,081$2.12MQ4 2025Feb 17, 2026
Ibex Wealth AdvisorsBuy+169,988—169,988$1.54MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+157,457—157,457$1.43MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+125,290—125,290$1.14MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+71,415—71,415$647.02KQ4 2025Feb 17, 2026
Hilltop Holdings Inc.Buy+69,357—69,357$628.37KQ4 2025Feb 17, 2026
Showing 30 of 232

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.