Institute For Wealth Management, Llc. Nuveen Municipal Value Fund Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 28, 2019	SELL	$10.13 - $10.61 $121,225 - $126,969	-11,967 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$9.41 - $10.0 $112,609 - $119,670	11,967 New	11,967 $120,000
Q1 2018 May 15, 2018	SELL	$9.35 - $10.22 $169,562 - $185,339	-18,135 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$10.0 - $10.33 $58,000 - $59,914	-5,800 Reduced 24.23%	18,135 $184,000
Q3 2017 Nov 14, 2017	BUY	$10.12 - $10.37 $58,695 - $60,145	5,800 Added 31.98%	23,935 $244,000
Q2 2017 Aug 14, 2017	BUY	N/A	18,135	18,135 $181,000

Others Institutions Holding NUV

# of Institutions

240

Shares Held

48.8M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

7.42M
Shares

$65.2 Million
3.72% of portfolio
Ubs Group Ag

6.19M
Shares

$54.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.61M
Shares

$40.5 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

2.13M
Shares

$18.7 Million
1.76% of portfolio
Tortoise Investment Management, LLC

1.98M
Shares

$17.4 Million
1.97% of portfolio

About NUVEEN MUNICIPAL VALUE FUND INC

Ticker NUV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It inves...

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