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 | 05/05/2026 | 7.06 M | $63.50 M | -1.64% | 3.40% |
| MORGAN STANLEY | 05/15/2026 | 4.51 M | $40.53 M | 1.64% | 2.17% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 2.91 M | $26.20 M | 15.82% | 1.40% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 2.44 M | $21.94 M | 4.21% | 1.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.20 M | $19.79 M | 1.31% | 1.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.09 M | $18.75 M | -3.66% | 1.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.15 M | $10.38 M | 5.62% | 0.56% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.11 M | $9.97 M | 0.88% | 0.53% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.07 M | $9.59 M | 0.14% | 0.51% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 993.17 K | $8.82 M | 25.72% | 0.48% |
| GRANBY CAPITAL MANAGEMENT, LLC | 05/14/2026 | 836.11 K | $7.52 M | -16.39% | 0.40% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 740.77 K | $6.66 M | 0.90% | 0.36% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 683.15 K | $6.24 M | -3.49% | 0.33% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 667.79 K | $6.00 M | 4.79% | 0.32% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 624.72 K | $5.62 M | -67.19% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 620.21 K | $5.58 M | 8.70% | 0.30% |
| CONGRESS PARK CAPITAL LLC | 04/14/2026 | 594.13 K | $5.34 M | -16.22% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 513.25 K | $4.61 M | 4.59% | 0.25% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 476.16 K | $4.28 M | 0.12% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 472.56 K | $4.25 M | 0.80% | 0.23% |
| BAR HARBOR WEALTH MANAGEMENT | 04/17/2026 | 468.83 K | $4.21 M | 26.43% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 453.07 K | $4.07 M | 10.18% | 0.22% |
| DYNAMIC FINANCIAL GROUP | 05/12/2026 | 268.38 K | $2.41 M | 0.11% | 0.13% |
| ROMAN BUTLER FULLERTON & CO | 04/30/2026 | 251.55 K | $2.31 M | 0.47% | 0.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 240.87 K | $2.17 M | 2.90% | 0.12% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 222.73 K | $2.00 M | -1.40% | 0.11% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 220.17 K | $1.98 M | -1.25% | 0.11% |
| PKS ADVISORY SERVICES, LLC | 05/13/2026 | 213.22 K | $1.92 M | 18.87% | 0.10% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 209.45 K | $1.88 M | -0.05% | 0.10% |
| CRESTA ADVISORS, LTD. | 04/27/2026 | 180.84 K | $1.63 M | 0.00% | 0.09% |
| 05/14/2026 | 163.43 K | $1.47 M | -2.20% | 0.08% | |
| IBEX WEALTH ADVISORS | 04/30/2026 | 162.19 K | $1.46 M | -4.59% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 158.47 K | $1.43 M | 2.07% | 0.08% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 156.27 K | $1.40 M | 29.67% | 0.08% |
| ORCA WEALTH MANAGEMENT, LLC | 04/24/2026 | 153.11 K | $1.38 M | 419.43% | 0.07% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 05/04/2026 | 148.38 K | $1.33 M | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 146.91 K | $1.32 M | 17.26% | 0.07% |
| MATHES COMPANY, INC. | 05/08/2026 | 145.00 K | $1.30 M | 0.00% | 0.07% |
| TANDEM FINANCIAL, LLC | 05/08/2026 | 139.79 K | $1.26 M | 9.13% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 137.43 K | $1.24 M | 7.22% | 0.07% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 05/04/2026 | 136.10 K | $1.22 M | -1.72% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 132.40 K | $1.19 M | -15.91% | 0.06% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 132.21 K | $1.19 M | 0.00% | 0.06% |
| HARMONY ASSET MANAGEMENT LLC | 05/05/2026 | 128.20 K | $1.15 M | 8.00% | 0.06% |
| HIGH NET WORTH ADVISORY GROUP LLC | 04/17/2026 | 123.00 K | $1.11 M | 29.47% | 0.06% |
| SMITH, MOORE & CO. | 05/05/2026 | 119.09 K | $1.07 M | -5.41% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 115.98 K | $1.04 M | -9.09% | 0.06% |
| VENTURI WEALTH MANAGEMENT, LLC | 04/21/2026 | 115.69 K | $1.04 M | 9.93% | 0.06% |
| ACCREDITED INVESTOR SERVICES, LLC | 04/21/2026 | 115.03 K | $1.03 M | 9.24% | 0.06% |
| EHRLICH FINANCIAL GROUP | 04/09/2026 | 114.67 K | $1.03 M | 100.00% | 0.06% |
Nuveen Municipal Value Fund Inc. institutional Ownership - FAQ's
During the previous two years, 348 institutional investors and hedge funds held shares of Nuveen Municipal Value Fund Inc.. The most heavily invested institutionals were:
UBS Group AG: 7.06 M
MORGAN STANLEY: 4.51 M
GUGGENHEIM CAPITAL LLC: 2.91 M
Hennion & Walsh Asset Management, Inc.: 2.44 M
RAYMOND JAMES FINANCIAL INC: 2.2 M
WELLS FARGO & COMPANY/MN: 2.09 M
20.41% of Nuveen Municipal Value Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 52.06 M shares in the last 24 months. This purchase volume represents approximately $481.52 M in transactions.