DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN MUN VALUE FD INC (NUV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
235
Reporting holders
$408.8M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -3.5%-$678.4K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $8.6M | 936,234 | 0.01% | 31q | +106.6%+$4.5M |
| Granby Capital Management, LLC | $6.8M | 736,112 | 3.54% | 17q | -12.0%-$922.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 731,241 | 0.01% | 4q | -1.3%-$87.8K |
| 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 | +10.6%+$235.9K |
| 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 |
| Janney Montgomery Scott LLC | $1.4M | 150,626 | 0.00% | 31q | -5.0%-$72.4K |
| Blake Schutter Theil Wealth Advisors, LLC | $1.4M | 148,378 | 0.93% | 8q | HELD |
| Mathes Company, Inc. | $1.3M | 145,000 | 0.42% | 30q | 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 |
| 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 |
| 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 | 0.04% | 3q | HELD |
| Allworth Financial LP | $815.7K | 88,474 | 0.00% | 5q | -1.0%-$8.5K |
| 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 |
| Broyhill Asset Management, LLC | $602.2K | 65,310 | 0.54% | 7q | -38.0%-$368.8K |
| &PARTNERS | $586.6K | 63,626 | 0.00% | 4q | -1.6%-$9.4K |
| Disciplined Investments, LLC | $571.4K | 61,977 | 0.18% | 27q | -5.3%-$32.3K |
| RHODES INVESTMENT ADVISORS INC /ADV | $568.9K | 61,700 | 0.42% | 3q | HELD |
| BFC Planning, Inc. | $565.0K | 61,277 | 0.02% | 7q | -31.1%-$254.5K |
| 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 |
| 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 |
| COHEN & STEERS, INC. | $507.0K | 55,000 | 0.00% | new | NEW |
| 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 | +2.3%+$10.1K |
| 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 |
| WEDBUSH SECURITIES INC | $382.0K | 41,457 | 0.01% | 31q | -7.0%-$28.9K |
| 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 |
Showing the largest 100 of 235 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-23 | Robert Young L | Other | Bought | 36,430 | $300.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 75 | $68.6M | 8,265,944 | 6 | 18 | 18 | 0.0% |
| Q2 2026 | 235 | $408.8M | 44,352,848 | 19 | 70 | 45 | 0.0% |
| Q1 2026 | 231 | $381.6M | 42,442,133 | 20 | 64 | 51 | 0.0% |
| Q4 2025 | 240 | $415.6M | 45,879,219 | 23 | 79 | 44 | 0.0% |
| Q3 2025 | 229 | $420.8M | 46,858,857 | 22 | 67 | 53 | 0.0% |
| Q2 2025 | 232 | $426.6M | 49,112,476 | 22 | 58 | 64 | 0.0% |
| Q1 2025 | 234 | $443.8M | 50,616,565 | 26 | 69 | 40 | 0.0% |
| Q4 2024 | 244 | $444.0M | 51,648,900 | 31 | 58 | 62 | 0.0% |
| Q3 2024 | 227 | $431.9M | 47,900,905 | 32 | 57 | 52 | 0.0% |
| Q2 2024 | 213 | $401.0M | 46,459,692 | 22 | 49 | 52 | 0.0% |
| Q1 2024 | 218 | $488.0M | 56,032,008 | 19 | 57 | 57 | 0.0% |
| Q4 2023 | 227 | $444.3M | 51,649,845 | 28 | 52 | 77 | 0.0% |
| Q3 2023 | 216 | $351.6M | 42,594,837 | 20 | 58 | 61 | 0.0% |
| Q2 2023 | 214 | $347.8M | 39,971,211 | 18 | 53 | 56 | 0.0% |
| Q1 2023 | 214 | $342.2M | 38,842,372 | 19 | 54 | 59 | 0.0% |
| Q4 2022 | 236 | $348.9M | 40,530,076 | 30 | 51 | 90 | 0.0% |
| Q3 2022 | 214 | $899.0M | 106,255,547 | 18 | 61 | 48 | 0.0% |
| Q2 2022 | 225 | $941.9M | 105,362,044 | 28 | 51 | 60 | 0.0% |
| Q1 2022 | 228 | $3.9B | 404,411,636 | 23 | 60 | 49 | 0.0% |
| Q4 2021 | 245 | $3.8B | 364,270,806 | 44 | 38 | 54 | 0.0% |
| Q3 2021 | 210 | $4.1B | 358,843,584 | 17 | 49 | 39 | 0.0% |
| Q2 2021 | 212 | $1.4B | 117,605,085 | 14 | 52 | 42 | 0.0% |
| Q1 2021 | 208 | $1.0B | 90,570,190 | 20 | 48 | 44 | 0.0% |
| Q4 2020 | 206 | $1.0B | 93,515,733 | 16 | 45 | 47 | 0.0% |
| Q3 2020 | 196 | $1.0B | 95,655,177 | 15 | 46 | 41 | 0.0% |
| Q2 2020 | 195 | $505.2M | 49,501,993 | 18 | 51 | 45 | 0.0% |
| Q1 2020 | 201 | $477.6M | 48,927,093 | 31 | 48 | 49 | 0.0% |
| Q4 2019 | 193 | $506.2M | 47,312,542 | 20 | 43 | 33 | 0.0% |
| Q3 2019 | 179 | $539.3M | 51,313,660 | 21 | 44 | 37 | 0.0% |
| Q2 2019 | 168 | $643.2M | 63,179,505 | 10 | 48 | 38 | 0.0% |
| Q1 2019 | 176 | $625.6M | 62,559,762 | 18 | 41 | 34 | 0.0% |
| Q4 2018 | 171 | $459.6M | 49,565,912 | 2 | 2 | 2 | 0.0% |