Nuveen Municipal Value Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 7.54 M | $69.51 M | 6.74% | 3.61% |
| MORGAN STANLEY | 08/13/2026 | 4.49 M | $41.40 M | -0.40% | 2.15% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 3.24 M | $29.91 M | 11.32% | 1.56% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 2.86 M | $26.39 M | 17.30% | 1.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 2.22 M | $20.44 M | 0.67% | 1.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.01 M | $18.55 M | -3.53% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.29 M | $11.87 M | 16.04% | 0.62% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.24 M | $11.43 M | 24.80% | 0.59% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.18 M | $10.85 M | 1.95% | 0.56% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 1.10 M | $10.12 M | 2.99% | 0.53% |
| GRANBY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 736.11 K | $6.79 M | -11.96% | 0.35% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 731.24 K | $6.74 M | -1.29% | 0.35% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 713.35 K | $6.51 M | 4.42% | 0.34% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 688.78 K | $6.35 M | 3.14% | 0.33% |
| CONGRESS PARK CAPITAL LLC | 07/14/2026 | 599.13 K | $5.52 M | 0.84% | 0.29% |
| ROYAL BANK OF CANADA | 08/14/2026 | 570.63 K | $5.26 M | -7.99% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 551.27 K | $5.08 M | 7.41% | 0.26% |
| BAR HARBOR WEALTH MANAGEMENT | 07/15/2026 | 487.83 K | $4.50 M | 4.05% | 0.23% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 476.07 K | $4.39 M | -0.02% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 472.63 K | $4.36 M | 0.01% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 468.12 K | $4.32 M | 3.32% | 0.22% |
| EHRLICH FINANCIAL GROUP | 07/09/2026 | 356.39 K | $3.29 M | 210.79% | 0.17% |
| BFSG, LLC | 07/20/2026 | 329.73 K | $3.04 M | 100.00% | 0.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 266.44 K | $2.46 M | 10.62% | 0.13% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 258.21 K | $2.37 M | 2.65% | 0.12% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 223.19 K | $2.06 M | 0.21% | 0.11% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 221.51 K | $2.04 M | 0.61% | 0.11% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 209.03 K | $1.93 M | -0.20% | 0.10% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 189.87 K | $1.75 M | 21.50% | 0.09% |
| CRESTA ADVISORS, LTD. | 07/22/2026 | 180.84 K | $1.67 M | 0.00% | 0.09% |
| PKS ADVISORY SERVICES, LLC | 08/04/2026 | 175.59 K | $1.62 M | -17.65% | 0.08% |
| REDWOOD FAMILY WEALTH LLC | 08/04/2026 | 170.63 K | $1.57 M | 4.40% | 0.08% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 07/22/2026 | 169.77 K | $1.57 M | 24.74% | 0.08% |
| DYNAMIC FINANCIAL GROUP | 07/27/2026 | 166.32 K | $1.53 M | -38.03% | 0.08% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 160.45 K | $1.48 M | -1.08% | 0.08% |
| TANDEM FINANCIAL, LLC | 08/14/2026 | 152.59 K | $1.41 M | 9.16% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 150.63 K | $1.39 M | -4.95% | 0.07% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 07/15/2026 | 148.38 K | $1.37 M | 0.00% | 0.07% |
| MATHES COMPANY, INC. | 08/11/2026 | 145.00 K | $1.34 M | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 144.02 K | $1.33 M | -1.97% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 143.69 K | $1.32 M | 4.55% | 0.07% |
| CARTESIAN GROWTH CORP | 08/05/2026 | 142.21 K | $1.32 M | 7.56% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 140.43 K | $1.29 M | 6.06% | 0.07% |
| HIGH NET WORTH ADVISORY GROUP LLC | 07/29/2026 | 130.20 K | $1.20 M | 5.85% | 0.06% |
| HARMONY ASSET MANAGEMENT LLC | 07/20/2026 | 125.30 K | $1.16 M | -2.26% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 122.64 K | $1.13 M | 5.74% | 0.06% |
| SMITH, MOORE & CO. | 08/12/2026 | 119.39 K | $1.10 M | 0.25% | 0.06% |
| VENTURI WEALTH MANAGEMENT, LLC | 07/20/2026 | 115.75 K | $1.07 M | 0.05% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 113.36 K | $1.05 M | 14.48% | 0.05% |
| WHITAKER-MYERS WEALTH MANAGERS, LTD. | 07/09/2026 | 110.64 K | $1.02 M | 4.36% | 0.05% |
Nuveen Municipal Value Fund Inc. institutional Ownership - FAQ's
During the previous two years, 353 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund Inc.. The most heavily invested institutionals were:
UBS Group AG: 7.54 M
MORGAN STANLEY: 4.49 M
GUGGENHEIM CAPITAL LLC: 3.24 M
Hennion & Walsh Asset Management, Inc.: 2.86 M
RAYMOND JAMES FINANCIAL INC: 2.22 M
WELLS FARGO & COMPANY/MN: 2.01 M
21.02% of Nuveen Municipal Value Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 53.96 M shares in the last 24 months. This purchase volume represents approximately $499.10 M in transactions.