NUVEEN MUN VALUE FD INC (NUV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
226
Reporting holders
$405.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $69.5M | 7,539,511 | 0.01% | 31q | +6.7%+$4.4M |
| MORGAN STANLEY | $41.4M | 4,490,390 | 0.00% | 35q | HELD |
| GUGGENHEIM CAPITAL LLC | $29.9M | 3,244,551 | 0.19% | 31q | +11.3%+$3.0M |
| Hennion & Walsh Asset Management, Inc. | $26.4M | 2,862,303 | 0.75% | 18q | +17.3%+$3.9M |
| RAYMOND JAMES FINANCIAL INC | $20.4M | 2,216,433 | 0.01% | 7q | +0.7%+$136.6K |
| WELLS FARGO & COMPANY/MN | $18.5M | 2,011,554 | 0.00% | 31q | -51.8%-$19.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $13.5M | 1,462,482 | 0.01% | 4q | +97.4%+$6.7M |
| BANK OF AMERICA CORP /DE/ | $11.9M | 1,287,091 | 0.00% | 31q | +16.0%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $11.4M | 1,239,517 | 0.00% | 9q | +24.8%+$2.3M |
| LPL Financial LLC | $10.8M | 1,176,708 | 0.00% | 31q | +2.0%+$207.6K |
| VAN ECK ASSOCIATES CORP | $10.1M | 1,098,087 | 0.01% | 31q | +3.0%+$293.6K |
| Granby Capital Management, LLC | $6.8M | 736,112 | 3.54% | 17q | -12.0%-$922.0K |
| Chicago Partners Investment Group LLC | $6.5M | 713,350 | 0.13% | 31q | +4.4%+$275.4K |
| STIFEL FINANCIAL CORP | $6.4M | 688,784 | 0.01% | 31q | +3.1%+$193.6K |
| Congress Park Capital LLC | $5.5M | 599,132 | 1.49% | 25q | +0.8%+$46.1K |
| ROYAL BANK OF CANADA | $5.3M | 570,630 | 0.00% | 31q | -8.0%-$457.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 551,272 | 0.01% | 31q | +7.4%+$350.6K |
| BAR HARBOR WEALTH MANAGEMENT | $4.5M | 487,825 | 0.24% | 17q | +4.1%+$175.2K |
| Prospera Financial Services Inc | $4.4M | 476,073 | 0.06% | 31q | HELD |
| Rockefeller Capital Management L.P. | $4.4M | 472,626 | 0.01% | 28q | HELD |
| EHRLICH FINANCIAL GROUP | $3.3M | 356,385 | 1.69% | 2q | +210.8%+$2.2M |
| BFSG, LLC | $3.0M | 329,726 | 0.27% | new | NEW |
| AMERIPRISE FINANCIAL INC | $2.5M | 266,442 | 0.00% | 31q | -44.7%-$2.0M |
| ROMAN BUTLER FULLERTON & CO | $2.4M | 258,207 | 0.56% | 12q | +2.6%+$61.1K |
| Sanctuary Advisors, LLC | $2.1M | 223,189 | 0.01% | 9q | HELD |
| Baird Financial Group, Inc. | $2.0M | 221,506 | 0.00% | 31q | +0.6%+$12.4K |
| Koshinski Asset Management, Inc. | $1.9M | 209,025 | 0.10% | 13q | HELD |
| Breakwater Capital Group | $1.8M | 189,868 | 0.21% | 14q | +21.5%+$309.8K |
| Cresta Advisors, Ltd. | $1.7M | 180,840 | 0.60% | 14q | HELD |
| PKS Advisory Services, LLC | $1.6M | 175,587 | 0.26% | 7q | -17.7%-$347.0K |
| Redwood Family Wealth LLC | $1.6M | 170,632 | 1.38% | 3q | +4.4%+$66.4K |
| Citizens National Bank Trust Department | $1.6M | 169,770 | 0.23% | 23q | +24.7%+$310.5K |
| Dynamic Financial Group | $1.5M | 166,319 | 1.16% | 7q | -38.0%-$941.0K |
| IBEX WEALTH ADVISORS | $1.5M | 160,447 | 0.12% | 7q | -1.1%-$16.1K |
| Tandem Financial, LLC | $1.4M | 152,594 | 0.42% | 7q | +9.2%+$118.4K |
| Blake Schutter Theil Wealth Advisors, LLC | $1.4M | 148,378 | 0.93% | 8q | HELD |
| Cetera Investment Advisers | $1.3M | 144,022 | 0.00% | 31q | -2.0%-$26.6K |
| Kestra Advisory Services, LLC | $1.3M | 143,685 | 0.00% | 24q | +4.6%+$57.7K |
| AlTi Global, Inc. | $1.3M | 142,210 | 0.03% | 11q | +7.6%+$92.5K |
| OSAIC HOLDINGS, INC. | $1.3M | 140,428 | 0.00% | 26q | +6.1%+$74.0K |
| Broyhill Asset Management, LLC | $1.2M | 130,620 | 0.54% | 7q | +24.0%+$233.4K |
| High Net Worth Advisory Group LLC | $1.2M | 130,200 | 0.26% | 10q | +5.9%+$66.4K |
| HARMONY ASSET MANAGEMENT LLC | $1.2M | 125,300 | 0.31% | 11q | -2.3%-$26.7K |
| Disciplined Investments, LLC | $1.1M | 123,954 | 0.18% | 27q | +89.3%+$539.1K |
| HighTower Advisors, LLC | $1.1M | 122,640 | 0.00% | 31q | +5.7%+$61.4K |
| SMITH, MOORE & CO. | $1.1M | 119,388 | 0.07% | 31q | HELD |
| Venturi Wealth Management, LLC | $1.1M | 115,754 | 0.04% | 12q | HELD |
| Stratos Wealth Partners, LTD. | $1.0M | 113,359 | 0.01% | 9q | +14.5%+$132.2K |
| Whitaker-Myers Wealth Managers, LTD. | $1.0M | 110,642 | 0.17% | 5q | +4.4%+$42.6K |
| BENJAMIN EDWARDS INC | $1.0M | 110,602 | 0.01% | 8q | +6.1%+$58.7K |
| ACCREDITED INVESTOR SERVICES, LLC | $994.4K | 107,848 | 0.56% | 7q | -6.2%-$66.2K |
| Invesco Ltd. | $961.5K | 104,283 | 0.00% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $929.3K | 100,787 | 0.01% | 8q | +1.1%+$10.4K |
| Steward Partners Investment Advisory, LLC | $903.8K | 98,027 | 0.00% | 31q | +9.8%+$80.6K |
| Concurrent Investment Advisors, LLC | $854.4K | 92,663 | 0.01% | 11q | HELD |
| Ackerman Capital Advisors, LLC | $847.9K | 91,959 | 0.17% | 4q | +64.8%+$333.3K |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $841.6K | 91,275 | 0.93% | 8q | HELD |
| HOWARD FINANCIAL SERVICES, LTD. | $830.4K | 90,060 | 0.08% | 3q | HELD |
| Allworth Financial LP | $815.7K | 88,474 | 0.00% | 5q | -1.0%-$8.5K |
| Ascentis Wealth Management, LLC | $796.6K | 416,166 | 0.04% | 8q | +2053.1%+$759.6K |
| JANE STREET GROUP, LLC | $753.3K | 81,708 | 0.00% | 5q | +50.7%+$253.4K |
| PNC Financial Services Group, Inc. | $750.6K | 81,411 | 0.00% | 31q | -5.0%-$39.6K |
| SEAMOUNT FINANCIAL GROUP INC | $721.9K | 78,295 | 0.29% | 11q | +10.6%+$69.3K |
| Hilltop Holdings Inc. | $674.6K | 73,164 | 0.05% | 31q | +3.6%+$23.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $617.6K | 66,982 | 0.00% | 4q | -5.5%-$36.1K |
| Steadtrust LLC | $608.5K | 66,000 | 0.31% | 5q | HELD |
| MAGNOLIA CAPITAL ADVISORS LLC | $607.7K | 65,909 | 0.10% | 3q | +59.3%+$226.2K |
| &PARTNERS | $586.6K | 63,626 | 0.00% | 4q | -1.6%-$9.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | $568.9K | 61,700 | 0.42% | 3q | HELD |
| WCG Wealth Advisors LLC | $553.6K | 60,041 | 0.01% | 12q | HELD |
| Pathway Financial Advisers, LLC | $552.0K | 59,871 | 0.14% | 14q | HELD |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $545.8K | 59,200 | 0.28% | 8q | HELD |
| SHEPHERD KAPLAN KROCHUK, LLC | $537.4K | 58,291 | 0.43% | 21q | -2.9%-$16.2K |
| Focus Partners Wealth | $536.4K | 58,172 | 0.00% | 7q | -3.3%-$18.4K |
| Corient Private Wealth LP | $526.8K | 57,138 | 0.00% | 6q | +421.5%+$425.8K |
| Capital Advisors Wealth Management, LLC | $514.3K | 55,779 | 0.06% | 6q | +11.2%+$51.7K |
| Jacobi Capital Management LLC | $510.0K | 55,319 | 0.02% | 5q | +3.6%+$17.6K |
| ENVESTNET ASSET MANAGEMENT INC | $506.0K | 54,879 | 0.00% | 24q | +24.9%+$100.9K |
| JAMES INVESTMENT RESEARCH, INC. | $498.9K | 54,116 | 0.05% | 31q | HELD |
| World Investment Advisors | $469.1K | 52,177 | 0.01% | 4q | HELD |
| Wellington Shields Capital Management, LLC | $461.0K | 50,000 | 0.06% | 18q | HELD |
| Mesirow Financial Investment Management, Inc. | $460.5K | 49,946 | 0.01% | 11q | -49.9%-$458.6K |
| VestGen Advisors, LLC | $450.8K | 48,891 | 0.01% | 4q | HELD |
| NewEdge Advisors, LLC | $445.7K | 48,339 | 0.00% | 19q | +6.2%+$26.0K |
| DAVENPORT & Co LLC | $441.7K | 47,906 | 0.00% | 31q | HELD |
| MGO ONE SEVEN LLC | $427.7K | 46,388 | 0.01% | 19q | +9.9%+$38.4K |
| Callahan Advisors, LLC | $427.4K | 46,356 | 0.03% | 7q | HELD |
| TRUIST FINANCIAL CORP | $414.1K | 44,916 | 0.00% | 27q | HELD |
| FIFTH THIRD BANCORP | $404.3K | 43,850 | 0.00% | 2q | +100.7%+$202.8K |
| Summit Financial Wealth Advisors, LLC | $402.2K | 43,621 | 0.05% | 31q | -8.3%-$36.2K |
| Fortitude Advisory Group L.L.C. | $399.9K | 43,368 | 0.15% | 19q | HELD |
| NAPLES GLOBAL ADVISORS, LLC | $388.6K | 42,000 | 0.02% | 14q | HELD |
| Lantz Financial LLC | $370.2K | 40,147 | 0.07% | 30q | +15.9%+$50.7K |
| Wealthspire Advisors, LLC | $361.3K | 39,184 | 0.00% | 7q | +24.3%+$70.6K |
| Clearstead Advisors, LLC | $350.4K | 38,000 | 0.00% | 13q | -11.6%-$46.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $346.1K | 37,868 | 0.00% | 10q | -19.6%-$84.6K |
| Private Advisor Group, LLC | $345.9K | 37,517 | 0.00% | 10q | +19.3%+$56.0K |
| Orange Investment Advisors, Inc. | $338.5K | 36,714 | 0.04% | 29q | HELD |
| Western Wealth Management, LLC | $331.9K | 36,000 | 0.01% | 2q | HELD |
| VICUS CAPITAL | $320.0K | 34,710 | 0.02% | 15q | +1.1%+$3.4K |
Showing the largest 100 of 234 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 226 | $405.0M | 44,268,264 | 19 | 71 | 38 | 0.0% |
| Q1 2026 | 222 | $384.5M | 42,807,434 | 19 | 62 | 49 | 0.0% |
| Q4 2025 | 229 | $399.4M | 44,089,064 | 23 | 73 | 40 | 0.0% |
| Q3 2025 | 215 | $400.4M | 44,590,308 | 18 | 64 | 50 | 0.0% |
| Q2 2025 | 220 | $407.5M | 46,919,079 | 21 | 54 | 59 | 0.0% |
| Q1 2025 | 219 | $423.1M | 48,255,949 | 22 | 67 | 35 | 0.0% |
| Q4 2024 | 230 | $425.6M | 49,498,989 | 31 | 54 | 58 | 0.0% |
| Q3 2024 | 211 | $413.1M | 45,810,791 | 27 | 52 | 48 | 0.0% |
| Q2 2024 | 199 | $380.7M | 44,110,471 | 21 | 47 | 47 | 0.0% |
| Q1 2024 | 200 | $461.3M | 52,968,035 | 16 | 51 | 52 | 0.0% |
| Q4 2023 | 209 | $413.8M | 48,110,690 | 26 | 47 | 72 | 0.0% |
| Q3 2023 | 198 | $323.1M | 39,141,577 | 16 | 54 | 56 | 0.0% |
| Q2 2023 | 195 | $316.8M | 36,415,938 | 17 | 44 | 51 | 0.0% |
| Q1 2023 | 187 | $309.2M | 35,094,818 | 16 | 46 | 52 | 0.0% |
| Q4 2022 | 197 | $307.3M | 35,689,282 | 28 | 40 | 66 | 0.0% |
| Q3 2022 | 216 | $315.5M | 37,286,405 | 19 | 61 | 47 | 0.0% |
| Q2 2022 | 226 | $325.7M | 36,365,387 | 28 | 51 | 61 | 0.0% |
| Q1 2022 | 229 | $338.3M | 35,355,643 | 23 | 61 | 49 | 0.0% |
| Q4 2021 | 245 | $322.7M | 31,126,284 | 44 | 38 | 54 | 0.0% |
| Q3 2021 | 210 | $322.1M | 28,470,288 | 17 | 49 | 39 | 0.0% |
| Q2 2021 | 212 | $327.4M | 28,395,384 | 14 | 52 | 42 | 0.0% |
| Q1 2021 | 210 | $318.9M | 28,628,655 | 21 | 49 | 44 | 0.0% |
| Q4 2020 | 206 | $305.3M | 27,524,790 | 16 | 45 | 47 | 0.0% |
| Q3 2020 | 197 | $300.4M | 28,164,686 | 16 | 45 | 40 | 0.0% |
| Q2 2020 | 196 | $300.1M | 29,391,134 | 18 | 51 | 44 | 0.0% |
| Q1 2020 | 203 | $273.3M | 27,997,060 | 32 | 49 | 49 | 0.0% |
| Q4 2019 | 194 | $279.8M | 26,148,678 | 21 | 43 | 33 | 0.0% |
| Q3 2019 | 179 | $299.7M | 28,513,525 | 21 | 44 | 36 | 0.0% |
| Q2 2019 | 169 | $291.8M | 28,659,706 | 10 | 48 | 38 | 0.0% |
| Q1 2019 | 176 | $292.1M | 29,205,264 | 18 | 41 | 34 | 0.0% |
| Q4 2018 | 171 | $261.5M | 28,192,262 | 2 | 2 | 2 | 0.0% |