Purchases and Sales Made in Q4 2023 in Nuveen Municipal Value Fund Inc (NUV)
This table provides information about the institutional ownership of Nuveen Municipal Value Fund Inc (NUV) during Q4 2023. The information is specifically focused on institutions that hold shares of NUVEEN MUNICIPAL VALUE FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 6.71% |
$88.1K - $97K
|
156K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.4K- 27.55% |
$97.6K - $107K
|
32.6K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13K- 9.07% |
$103K - $113K
|
131K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-15.8K- 40.33% |
$124K - $136K
|
23.3K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.8K- 61.06% |
$124K - $137K
|
10.1K
$85.7K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-16.5K- 21.75% |
$130K - $143K
|
59.4K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.5K- 17.43% |
$130K - $143K
|
78.4K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7K- 46.1% |
$139K - $153K
|
20.7K
$176K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-18.3K- 12.98% |
$144K - $158K
|
123K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-20.3K- 22.04% |
$160K - $176K
|
71.7K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.7K- 16.68% |
$186K - $205K
|
118K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.5K- 36.18% |
$193K - $212K
|
43.2K
$368K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-26.5K- 55.96% |
$209K - $230K
|
20.9K
$178K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28.7K- 36.1% |
$226K - $249K
|
50.8K
$433K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32.3K- 22.79% |
$254K - $279K
|
109K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.8K- 43.9% |
$274K - $301K
|
44.5K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-37K- 5.92% |
$291K - $320K
|
588K
$5.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-40.1K- 41.07% |
$316K - $347K
|
57.5K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-42.8K- 18.26% |
$336K - $370K
|
191K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-44.7K- 14.89% |
$352K - $387K
|
255K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61K- 10.08% |
$480K - $528K
|
544K
$4.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.8K- 8.96% |
$668K - $735K
|
862K
$7.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100K- 10.88% |
$790K - $870K
|
823K
$7.01M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-110K- 88.37% |
$866K - $953K
|
14.5K
$123K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-143K- 3.05% |
$1.13M - $1.24M
|
4.55M
$38.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-152K- 8.62% |
$1.2M - $1.32M
|
1.61M
$13.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-224K- 27.95% |
$1.76M - $1.94M
|
577K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-229K- 61.45% |
$1.8M - $1.98M
|
144K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-362K- 27.87% |
$2.85M - $3.14M
|
938K
$7.99M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-583K- 97.65% |
$4.59M - $5.05M
|
14K
$119K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-869K- 33.43% |
$6.84M - $7.52M
|
1.73M
$14.7M
|