IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen Municipal Value (NUV)

CUSIP: 670928100 | US | Financial Services · Asset Management | Small Cap | 861 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.2,956,757
0.7% of portfolio›$24.5M
Congress Park Capital LLC881,632
1.9% of portfolio›$7.3M
Chicago Partners Investment Group LLC653,430
0.1% of portfolio›$5.4M
Commonwealth Equity Services, LLC570,181
0.0% of portfolio›$4.7M
BAR Harbor Wealth Management494,825
0.2% of portfolio›$4.1M
Cambridge Investment Research Advisors, Inc.474,663
0.0% of portfolio›$3.9K
Prospera Financial Services Inc462,346
0.1% of portfolio›$3.9M
Ehrlich Financial Group364,696
1.6% of portfolio›$3.0M
Bfsg, LLC294,269
0.2% of portfolio›$2.4M
Roman Butler Fullerton & Co266,253
0.5% of portfolio›$2.2M
Koshinski Asset Management, Inc.209,298
0.1% of portfolio›$1.7M
Dynamic Financial Group192,000
1.2% of portfolio›$1.6M
Citizens National Bank Trust Department176,645
0.2% of portfolio›$1.5M
PKS Advisory Services, LLC175,587
0.3% of portfolio›$1.6M
Cresta Advisors, Ltd.161,840
0.6% of portfolio›$1.3M
Redwood Family Wealth LLC160,740
1.2% of portfolio›$1.3M
High Net Worth Advisory Group LLC158,800
0.3% of portfolio›$1.3M
Kestra Advisory Services, LLC153,190
0.0% of portfolio›$1.3M
Blake Schutter Theil Wealth Advisors, LLC148,378
0.8% of portfolio›$1.2M
Whitaker-Myers Wealth Managers, Ltd.132,025
0.2% of portfolio›$1.1M
Breakwater Capital Group124,066
0.1% of portfolio›$1.0M
Harmony Asset Management LLC119,600
0.2% of portfolio›$991.5K
Kestra Private Wealth Services, LLC109,727
0.0% of portfolio›$909.6K
Concurrent Investment Advisors, LLC96,152
0.0% of portfolio›$797.1K
Seamount Financial Group Inc83,308
0.3% of portfolio›$690.6K
Capital Advisors Wealth Management, LLC62,063
0.1% of portfolio›$514.5K
Ackerman Capital Advisors, LLC61,416
0.1% of portfolio›$509.1K
Pathway Financial Advisers, LLC59,125
0.1% of portfolio›$490.1K
James Investment Research, Inc.54,116
0.0% of portfolio›$448.6K
Wealth Enhancement Advisory Services, LLC51,064
0.0% of portfolio›$420.8K
Rhodes Investment Advisors Inc49,700
0.3% of portfolio›$412.0K
VestGen Advisors, LLC48,891
0.0% of portfolio›$405.3K
Fortitude Advisory Group L.L.C.43,368
0.1% of portfolio›$359.5K
Truist Financial Corp42,801
0.0% of portfolio›$354.8K
Wedbush Securities Inc41,464
0.0% of portfolio›$344
Summit Financial Wealth Advisors, LLC40,509
0.0% of portfolio›$335.8K
Davenport & Co LLC39,906
0.0% of portfolio›$330.8K
Principle Wealth Partners LLC38,000
0.0% of portfolio›$315.0K
Orange Investment Advisors, Inc.35,715
0.0% of portfolio›$296.1K
Vicus Capital35,083
0.0% of portfolio›$290.8K
Capital Square, LLC34,418
0.1% of portfolio›$285.3K
MGO One Seven LLC33,685
0.0% of portfolio›$279.2K
Capital Investment Advisors, LLC31,031
0.0% of portfolio›$257.2K
WealthBridge Capital Management, LLC30,200
0.0% of portfolio›$250.4K
Ascentis Wealth Management, LLC29,989
0.0% of portfolio›$248.6K
Karras Company, Inc.28,743
0.2% of portfolio›$238.3K
StoneX Group Inc.26,383
0.0% of portfolio›$222.3K
BlueChip Wealth Advisors LLC25,445
0.1% of portfolio›$210.9K
Simon Quick Advisors, LLC24,150
0.0% of portfolio›$200.2K
Lido Advisors, LLC23,293
0.0% of portfolio›$193.1K
Islay Capital Management, LLC21,750
0.1% of portfolio›$180.3K
Indivisible Partners20,646
0.0% of portfolio›$171.2K
Creative Planning20,535
0.0% of portfolio›$170.2K
Penbrook Management LLC20,000
0.1% of portfolio›$165.8K
Busey Bank18,381
0.0% of portfolio›$152.4K
Citigroup Inc18,029
0.0% of portfolio›$149.5K
Uhlmann Price Securities, LLC17,740
0.0% of portfolio›$147.1K
Harbor Investment Advisory, LLC17,600
0.0% of portfolio›$145.9K
SeaCrest Wealth Management, LLC17,500
0.0% of portfolio›$145.1K
Wesbanco Bank Inc17,457
0.0% of portfolio›$144.7K
Lantz Financial LLC16,647
0.0% of portfolio›$138.0K
Ascentis Independent Advisors16,564
0.0% of portfolio›$137.3K
Ramiah Investment Group14,009
0.1% of portfolio›$116.1K
Delta Financial Advisors LLC13,925
0.0% of portfolio›$115.4K
Modera Wealth Management, LLC13,905
0.0% of portfolio›$115.3K
Saxony Capital Management, LLC13,750
0.0% of portfolio›$114.0K
Investors Asset Management of Georgia Inc13,750
0.0% of portfolio›$114.0K
IVC Wealth Advisors LLC12,845
0.0% of portfolio›$106.5K
Pinnacle Associates LTD12,639
0.0% of portfolio›$104.8K
Perryman Financial Advisory Inc12,254
0.0% of portfolio›$101.6K
Sowell Financial Services LLC11,816
0.0% of portfolio›$98.0K
Essex Bank11,520
0.0% of portfolio›$95.5K
Objective Capital Management, LLC11,000
0.1% of portfolio›$91.2K
Keybank National Association10,667
0.0% of portfolio›$88.4K
Narwhal Capital Management10,613
0.0% of portfolio›$88.0K
Barrett & Company, Inc.8,445
0.0% of portfolio›$70.0K
Cornerstone National Bank & Trust Co6,500
0.0% of portfolio›$53.6K
Hurley Capital, LLC5,000
0.0% of portfolio›$41.5K
Tradewinds Capital Management, LLC4,760
0.0% of portfolio›$39.5K
Mascoma Wealth Management LLC4,070
0.0% of portfolio›$33.7K
Farther Finance Advisors, LLC3,877
0.0% of portfolio›$32.1K
Private Trust Co NA2,990
0.0% of portfolio›$24.8K
Physician Wealth Advisors, Inc.2,680
0.0% of portfolio›$22.2K
Cullen T Bankers, Inc.2,500
0.0% of portfolio›$20.7K
Chilton Capital Management LLC2,500
0.0% of portfolio›$20.7K
Center for Financial Planning, Inc.2,084
0.0% of portfolio›$17.3K
Pinnacle Bancorp, Inc.2,000
0.0% of portfolio›$16.6K
CoreCap Advisors, LLC1,572
0.0% of portfolio›$13.0K
John Boyer, Inc.1,292
0.0% of portfolio›$10.7K
Beacon Investment Advisory Services, Inc.1,224
0.0% of portfolio›$10.1K
Livelsberger Financial Advisory1,202
0.1% of portfolio›$10.0K
Bank of New Hampshire1,000
0.0% of portfolio›$8.3K
IFP Advisors, Inc1,000
0.0% of portfolio›$8.3K
Eastern Bank828
0.0% of portfolio›$6.9K
Compass Financial Management LLC808
0.0% of portfolio›$6.7K
GHP Investment Advisors, Inc.760
0.0% of portfolio›$6.3K
Cape Investment Advisory, Inc.500
0.0% of portfolio›$4.1K
Mather Group, Llc.500
0.0% of portfolio›$4.1K
Avion Wealth462
0.0% of portfolio›$3
FNY Investment Advisers, LLC400
0.0% of portfolio›$3
Blue Bell Private Wealth Management, LLC166
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
2,956,757$24.5M0.7%ValueMediumParsippany, NJ2026-10-13
Congress Park Capital LLC
881,632$7.3M1.9%ValueLowSaratoga Springs, NY2026-10-13
Chicago Partners Investment Group LLC
653,430$5.4M0.1%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
570,181$4.7M0.0%ETFLowWaltham, MA2026-11-02
BAR Harbor Wealth Management
494,825$4.1M0.2%CoreLowConcord, NH2026-10-21
Cambridge Investment Research Advisors, Inc.
474,663$3.9K0.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
462,346$3.9M0.1%CoreMediumDallas, TX2026-11-04
Ehrlich Financial Group
364,696$3.0M1.6%ETFHighLaguna Niguel, CA2026-10-20
Bfsg, LLC
294,269$2.4M0.2%CoreLowIrvine, CA2026-10-30
Roman Butler Fullerton & Co
266,253$2.2M0.5%GrowthMediumSt Louis, MO2026-10-27
Koshinski Asset Management, Inc.
209,298$1.7M0.1%ETFLowDecatur, IL2026-10-29
Dynamic Financial Group
192,000$1.6M1.2%ETFLowCedar Falls, IA2026-10-28
Citizens National Bank Trust Department
176,645$1.5M0.2%CoreVery LowMeridian, MS2026-11-04
PKS Advisory Services, LLC
175,587$1.6M0.3%ETFMediumAlbany, NY2026-10-26
Cresta Advisors, Ltd.
161,840$1.3M0.6%ETFVery LowLaredo, TX2026-10-14
Redwood Family Wealth LLC
160,740$1.3M1.2%GrowthLowPlano, TX2026-10-20
High Net Worth Advisory Group LLC
158,800$1.3M0.3%ETFVery LowNaples, FL2026-10-26
Kestra Advisory Services, LLC
153,190$1.3M0.0%CoreLowAustin, TX2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
148,378$1.2M0.8%ETFLowDayton, OH2026-11-02
Whitaker-Myers Wealth Managers, Ltd.
132,025$1.1M0.2%ETFMediumMansfield, OH2026-10-09
Breakwater Capital Group
124,066$1.0M0.1%ETFLowParamus, NJ2026-10-09
Harmony Asset Management LLC
119,600$991.5K0.2%GrowthMediumScottsdale, AZ2026-10-20
Kestra Private Wealth Services, LLC
109,727$909.6K0.0%GrowthLowAustin, TX2026-10-30
Concurrent Investment Advisors, LLC
96,152$797.1K0.0%GrowthMediumTampa, FL2026-10-16
Seamount Financial Group Inc
83,308$690.6K0.3%ETFLowColorado Springs, CO2026-10-21
Capital Advisors Wealth Management, LLC
62,063$514.5K0.1%ETFLowYakima, WA2026-10-09
Ackerman Capital Advisors, LLC
61,416$509.1K0.1%ETFLowDallas, TX2026-10-30
Pathway Financial Advisers, LLC
59,125$490.1K0.1%CoreLowAuburn, IN2026-10-27
James Investment Research, Inc.
54,116$448.6K0.0%CoreLowAlpha, OH2026-10-22
Wealth Enhancement Advisory Services, LLC
51,064$420.8K0.0%CoreLowPlymouth, MN2026-10-13
Rhodes Investment Advisors Inc
49,700$412.0K0.3%CoreMediumFort Worth, TX2026-10-07
VestGen Advisors, LLC
48,891$405.3K0.0%GrowthMediumChicago, IL2026-10-27
Fortitude Advisory Group L.L.C.
43,368$359.5K0.1%GrowthMediumGig Harbor, WA2026-10-15
Truist Financial Corp
42,801$354.8K0.0%CoreLowCharlotte, NC2026-10-30
Wedbush Securities Inc
41,464$3440.0%CoreLowPasadena, CA2026-10-22
Summit Financial Wealth Advisors, LLC
40,509$335.8K0.0%ETFLowLafayette, LA2026-10-15
Davenport & Co LLC
39,906$330.8K0.0%CoreMediumRichmond, VA2026-10-14
Principle Wealth Partners LLC
38,000$315.0K0.0%CoreVery LowMadison, CT2026-11-02
Orange Investment Advisors, Inc.
35,715$296.1K0.0%CoreLowGoshen, NY2026-10-23
Vicus Capital
35,083$290.8K0.0%ETFMediumState College, PA2026-11-05
Capital Square, LLC
34,418$285.3K0.1%YieldMediumAthens, TN2026-10-19
MGO One Seven LLC
33,685$279.2K0.0%GrowthLowBeachwood, OH2026-10-28
Capital Investment Advisors, LLC
31,031$257.2K0.0%CoreLowAtlanta, GA2026-10-22
WealthBridge Capital Management, LLC
30,200$250.4K0.0%ETFLowWesterville, OH2026-10-16
Ascentis Wealth Management, LLC
29,989$248.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Karras Company, Inc.
28,743$238.3K0.2%GrowthLowRoy, UT2026-10-16
StoneX Group Inc.
26,383$222.3K0.0%ETFMediumNew York, NY2026-11-03
BlueChip Wealth Advisors LLC
25,445$210.9K0.1%ETFMediumMilton, GA2026-11-03
Simon Quick Advisors, LLC
24,150$200.2K0.0%ETFLowMorristown, NJ2026-10-26
Lido Advisors, LLC
23,293$193.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Islay Capital Management, LLC
21,750$180.3K0.1%ETFMediumLubbock, TX2026-10-20
Indivisible Partners
20,646$171.2K0.0%GrowthMediumClearwater, FL2026-10-26
Creative Planning
20,535$170.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Penbrook Management LLC
20,000$165.8K0.1%CoreLowNew York, NY2026-10-16
Busey Bank
18,381$152.4K0.0%GrowthVery LowUrbana, IL2026-10-26
Citigroup Inc
18,029$149.5K0.0%CoreMediumNew York, NY2026-11-04
Uhlmann Price Securities, LLC
17,740$147.1K0.0%Agg GrowthLowSkokie, IL2026-11-03
Harbor Investment Advisory, LLC
17,600$145.9K0.0%GrowthLowLutherville, MD2026-10-13
SeaCrest Wealth Management, LLC
17,500$145.1K0.0%GrowthLowPurchase, NY2026-10-21
Wesbanco Bank Inc
17,457$144.7K0.0%CoreLowWheeling, WV2026-11-04
Lantz Financial LLC
16,647$138.0K0.0%ETFLowNaperville, IL2026-10-15
Ascentis Independent Advisors
16,564$137.3K0.0%ETFLowDallas, TX2026-11-03
Ramiah Investment Group
14,009$116.1K0.1%ETFHighBrookfield, WI2026-10-20
Delta Financial Advisors LLC
13,925$115.4K0.0%CoreVery LowMetairie, LA2026-10-27
Modera Wealth Management, LLC
13,905$115.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Saxony Capital Management, LLC
13,750$114.0K0.0%ETFMediumSt. Louis, MO2026-10-15
Investors Asset Management of Georgia Inc
13,750$114.0K0.0%GARPLowAtlanta, GA2026-10-20
IVC Wealth Advisors LLC
12,845$106.5K0.0%GrowthLowSilverdale, PA2026-10-23
Pinnacle Associates LTD
12,639$104.8K0.0%CoreLowNew York, NY2026-10-20
Perryman Financial Advisory Inc
12,254$101.6K0.0%GrowthVery LowDallas, TX2026-10-16
Sowell Financial Services LLC
11,816$98.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Essex Bank
11,520$95.5K0.0%CoreLowEssex, CT2026-10-16
Objective Capital Management, LLC
11,000$91.2K0.1%ETFLowFairlawn, OH2026-10-13
Keybank National Association
10,667$88.4K0.0%CoreLowBrooklyn, OH2026-11-04
Narwhal Capital Management
10,613$88.0K0.0%CoreLowMarietta, GA2026-11-04
Barrett & Company, Inc.
8,445$70.0K0.0%ETFLowProvidence, RI2026-10-22
Cornerstone National Bank & Trust Co
6,500$53.6K0.0%ETFMediumPalatine, IL2026-10-20
Hurley Capital, LLC
5,000$41.5K0.0%GARPMediumNew York, NY2026-11-05
Tradewinds Capital Management, LLC
4,760$39.5K0.0%ETFVery HighBellingham, WA2026-10-23
Mascoma Wealth Management LLC
4,070$33.7K0.0%ETFVery LowHanover, NH2026-10-23
Farther Finance Advisors, LLC
3,877$32.1K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
2,990$24.8K0.0%CoreLowCleveland, OH2026-10-20
Physician Wealth Advisors, Inc.
2,680$22.2K0.0%ETFMediumMidvale, UT2026-10-20
Cullen T Bankers, Inc.
2,500$20.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Chilton Capital Management LLC
2,500$20.7K0.0%GrowthMediumHouston, TX2026-10-28
Center for Financial Planning, Inc.
2,084$17.3K0.0%ETFLowSouthfied, MI2026-10-26
Pinnacle Bancorp, Inc.
2,000$16.6K0.0%CoreVery LowBeatrice, NE2026-10-21
CoreCap Advisors, LLC
1,572$13.0K0.0%ETFMediumSouthfield, MI2026-10-08
John Boyer, Inc.
1,292$10.7K0.0%ETFMediumTampa, FL2026-10-27
Beacon Investment Advisory Services, Inc.
1,224$10.1K0.0%GrowthLowMorristown, NJ2026-10-13
Livelsberger Financial Advisory
1,202$10.0K0.1%YieldVery LowAshland, OH2026-10-28
Bank of New Hampshire
1,000$8.3K0.0%CoreLowLaconia, NH2026-10-06
IFP Advisors, Inc
1,000$8.3K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
828$6.9K0.0%GrowthMediumBoston, MA2026-10-05
Compass Financial Management LLC
808$6.7K0.0%CoreN/ATampa, FL2026-10-30
GHP Investment Advisors, Inc.
760$6.3K0.0%CoreVery LowDenver, CO2026-10-15
Cape Investment Advisory, Inc.
500$4.1K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
500$4.1K0.0%ETFMediumChicago, IL2026-10-14
Avion Wealth
462$30.0%ETFLowThe Woodlands, TX2026-11-04
FNY Investment Advisers, LLC
400$30.0%GrowthVery HighNew York, NY2026-10-16
Blue Bell Private Wealth Management, LLC
166$1.4K0.0%YieldVery LowBlue Bell, PA2026-10-29