Nuveen Municipal Value Fund, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/14/2025 | 8.88 M | $76.25 M | 19.62% | 4.28% |
UBS GROUP AG | 02/14/2025 | 6.65 M | $57.13 M | 7.43% | 3.20% |
1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 2.66 M | $22.81 M | 24.76% | 1.28% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 2.31 M | $19.87 M | 100.00% | 1.11% |
KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 1.95 M | $16.79 M | 69.41% | 0.94% |
TORTOISE INVESTMENT MANAGEMENT, LLC | 02/07/2025 | 1.84 M | $15.79 M | -6.94% | 0.89% |
GUGGENHEIM CAPITAL LLC | 02/13/2025 | 1.44 M | $12.37 M | -8.17% | 0.69% |
HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 1.35 M | $11.63 M | 51.00% | 0.65% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 1.32 M | $11.38 M | 2.05% | 0.64% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 1.24 M | $10.63 M | 4.40% | 0.60% |
GRANBY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 1.10 M | $9.45 M | -15.38% | 0.53% |
CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/24/2025 | 788,849 | $6.82 M | 5.82% | 0.38% |
PROSPERA FINANCIAL SERVICES INC | 02/13/2025 | 550,709 | $4.73 M | -5.26% | 0.27% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 538,622 | $4.63 M | -18.95% | 0.26% |
ESSENTIAL PLANNING, LLC. | 02/10/2025 | 527,488 | $4.69 M | 100.00% | 0.25% |
STIFEL FINANCIAL CORP | 02/13/2025 | 522,474 | $4.49 M | 3.36% | 0.25% |
BROYHILL ASSET MANAGEMENT | 02/13/2025 | 503,759 | $4.33 M | 100.00% | 0.24% |
ROYAL BANK OF CANADA | 02/14/2025 | 483,128 | $4.15 M | 1.00% | 0.23% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 468,217 | $4.02 M | -0.30% | 0.23% |
CONGRESS PARK CAPITAL LLC | 01/15/2025 | 442,882 | $3.80 M | 36.11% | 0.21% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 408,627 | $3.51 M | -5.86% | 0.20% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 395,809 | $3.40 M | 16.32% | 0.19% |
BAR HARBOR WEALTH MANAGEMENT | 01/13/2025 | 373,800 | $3.21 M | -17.57% | 0.18% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 283,822 | $2.44 M | 5.79% | 0.14% |
BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 223,713 | $1.92 M | -1.84% | 0.11% |
CRESTA ADVISORS, LTD. | 02/03/2025 | 210,840 | $1.90 M | 0.00% | 0.10% |
JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 208,439 | $1.79 M | 49.05% | 0.10% |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/07/2025 | 199,086 | $1.71 M | 0.06% | 0.10% |
ROMAN BUTLER FULLERTON & CO | 01/30/2025 | 175,887 | $1.54 M | 1.10% | 0.08% |
IBEX WEALTH ADVISORS | 01/23/2025 | 173,477 | $1.49 M | 100.00% | 0.08% |
CARTESIAN GROWTH CORP | 02/14/2025 | 173,035 | $1.50 M | -12.07% | 0.08% |
CITIZENS NATIONAL BANK TRUST DEPARTMENT | 02/03/2025 | 165,450 | $1.42 M | -5.44% | 0.08% |
KOSHINSKI ASSET MANAGEMENT, INC. | 01/16/2025 | 161,817 | $1.39 M | -9.34% | 0.08% |
COHEN & STEERS, INC. | 02/13/2025 | 150,880 | $1.30 M | -6.22% | 0.07% |
01/31/2025 | 150,741 | $1.31 M | -10.07% | 0.07% | |
SMITH, MOORE & CO. | 02/13/2025 | 140,710 | $1.21 M | -4.87% | 0.07% |
MATHES COMPANY, INC. | 01/31/2025 | 137,500 | $1.18 M | 0.00% | 0.07% |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/14/2025 | 128,182 | $1.10 M | -67.72% | 0.06% |
01/28/2025 | 128,097 | $1.10 M | 100.00% | 0.06% | |
BREAKWATER CAPITAL GROUP | 01/14/2025 | 121,589 | $1.04 M | 6.42% | 0.06% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 120,327 | $1.03 M | -7.54% | 0.06% |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 115,846 | $995,116 | 17.19% | 0.06% |
HARMONY ASSET MANAGEMENT LLC | 02/18/2025 | 112,500 | $966,375 | 6.43% | 0.05% |
SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 02/13/2025 | 105,997 | $934,894 | -5.89% | 0.05% |
02/11/2025 | 101,869 | $875,055 | 100.00% | 0.05% | |
HIGHTOWER ADVISORS, LLC | 02/07/2025 | 101,761 | $874,123 | -2.27% | 0.05% |
02/07/2025 | 101,321 | $870,347 | 0.00% | 0.05% | |
CALLAHAN ADVISORS, LLC | 01/31/2025 | 93,793 | $805,678 | 100.00% | 0.05% |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 02/11/2025 | 91,358 | $784,765 | 0.00% | 0.04% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 77,697 | $667,421 | -7.99% | 0.04% |
Nuveen Municipal Value Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 335 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund, Inc.. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 8.88 M
UBS Group AG: 6.65 M
1607 Capital Partners, LLC: 2.66 M
RAYMOND JAMES FINANCIAL INC: 2.31 M
Kovitz Investment Group Partners, LLC: 1.95 M
Tortoise Investment Management, LLC: 1.84 M
24.80% of Nuveen Municipal Value Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 59.61 M shares in the last 24 months. This purchase volume represents approximately $518.01 M in transactions.