Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Nuveen Municipal Value Fund, Inc. includ Ehrlich Financial Group, Independent Advisor Alliance, Kovack Advisors, Inc., Boothbay Fund Management, Llc, Rhl Group, Llc, Beacon Investment Advisory Services, Inc., Creative Capital Management Investments LLC, Decker Retirement Planning Inc., și Lifetime Wealth Management P.C. .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Islay Capital Management, Llc | 21.750 | 42,62 | 196 | 41,30 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 22.543 | 203 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 2.440.081 | 4,21 | 21.936 | 3,41 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 41.370 | 7,18 | 372 | 6,30 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.508.563 | 1,64 | 40.532 | 0,85 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 114.669 | 1.031 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.224 | 11 | ||||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 50.170 | 36,63 | 451 | 35,84 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 21.100 | 0,71 | 190 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.201.614 | 1,31 | 19.793 | 0,53 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 59.837 | 1,29 | 538 | 0,37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 137.427 | 7,22 | 1.235 | 6,37 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 55.811 | 184,74 | 502 | 183,05 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 10.895 | 98 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.881.405 | 3.306,86 | 17.046 | 3.343,43 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 70.598 | 1,79 | 635 | 0,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 4.483 | 0,56 | 40 | 0,00 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 300 | 3 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 251.547 | 0,47 | 2.314 | 2,03 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 115.692 | 9,93 | 1.040 | 9,13 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 42.228 | 0,20 | 380 | -0,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.927 | 49,11 | 27 | 52,94 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.756 | 134 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 11.918 | 107 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 65.480 | 4,02 | 589 | 3,16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 31.438 | 50,51 | 283 | 49,21 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 16.793 | 9,37 | 151 | 9,42 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 476.156 | 0,12 | 4.281 | -0,65 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 10.000 | 90 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 2.251 | 0,72 | 20 | 0,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 921 | 8 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 453.071 | 10,18 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.109.205 | 0,88 | 9.972 | 0,10 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 993.172 | 25,72 | 8.819 | 23,22 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 156.270 | 29,67 | 1.405 | 28,69 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 52.177 | 3,27 | 469 | 2,63 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 400 | 0 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 5.907 | 53 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11.794 | 0,06 | 106 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 472.560 | 0,80 | 4.248 | 0,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 92.663 | 1,65 | 840 | 2,57 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 123.000 | 29,47 | 1.106 | 28,49 | ||||
| 2026-04-22 | 13F | Vicus Capital | 34.339 | 0,71 | 309 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 22.192 | 99,07 | 200 | 97,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 14.187 | 67,83 | 128 | 67,11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30.100 | 271 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 8 | 396 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.247 | 19,03 | 128 | 18,52 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 21.850 | 196 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 755 | 0,13 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.483 | 0,15 | 50 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 99.657 | 0,61 | 896 | -0,22 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.422 | 58,53 | 13 | 50,00 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 13.653 | 0,25 | 123 | -0,81 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 16.708 | 0,67 | 150 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 490.708 | 17,89 | 4.446 | 148.066,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 158.474 | 2,07 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 85.702 | 32,41 | 770 | 31,40 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 14.694 | 0,13 | 132 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 4.999 | 45 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 139.794 | 9,13 | 1.261 | 14,64 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 99.688 | 100,27 | 896 | 99,11 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 48.891 | 10,14 | 450 | 11,94 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 34.418 | 16,99 | 315 | 18,05 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 99.019 | 26,52 | 890 | 25,53 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 468.825 | 26,43 | 4.215 | 25,45 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 128.200 | 8,00 | 1.153 | 7,16 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1.066.246 | 0,14 | 10 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 682 | 0,15 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 106.023 | 123,97 | 953 | 122,66 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 146.909 | 17,26 | 1.321 | 16,30 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 29.538 | 25,88 | 266 | 25,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2.000 | 18 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 13.173 | 0,39 | 118 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 10.493 | 94 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 740.768 | 0,90 | 6.660 | 0,12 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 246 | -35,53 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 240.866 | 2,90 | 2.165 | 2,12 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 89.401 | 0,49 | 804 | -0,37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 64.646 | 8,65 | 554 | 2,78 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 104.525 | 67,23 | 940 | 65,90 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21.984 | 11,83 | 198 | 10,67 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12.052 | 109 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 2.914.499 | 15,82 | 26.201 | 14,93 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 36.721 | 0,45 | 330 | -0,30 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 61.700 | 42,82 | 555 | 41,69 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 104.232 | 316,10 | 937 | 314,60 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 444 | 0,45 | 4 | -25,00 | ||||
| 2026-04-23 | 13F | Orca Wealth Management, LLC | 153.108 | 419,43 | 1.376 | 409,63 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 213.222 | 18,87 | 1.917 | 17,91 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 32.680 | 115,67 | 295 | 114,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.154.191 | 5,62 | 10.376 | 4,81 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 23.638 | 213 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 36.000 | 324 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 5.555 | 0,73 | 50 | 0,00 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 11.995 | 0,71 | 108 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 500 | 4 | ||||||
| 2026-05-12 | 13F | Dynamic Financial Group | 268.377 | 0,11 | 2.413 | -0,66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 620.206 | 8,70 | 5.576 | 7,87 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 15.900 | 22,63 | 143 | 22,22 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 115.028 | 9,24 | 1.034 | 8,39 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 60.041 | 1,68 | 540 | 0,94 | ||||
| 2026-01-29 | 13F | Comerica Bank | 21.850 | 4,80 | 198 | 5,35 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 667.790 | 4,79 | 6.003 | 3,98 |
