Filing Research | NUVEEN MUN VALUE FD INC Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	2.9MSH	$26.4M
2	Congress Park Capital LLC	Shares	599.1KSH	$5.5M
3	BAR HARBOR WEALTH MANAGEMENT	Shares	487.8KSH	$4.5M
4	Prospera Financial Services Inc	Shares	476.1KSH	$4.4M
5	EHRLICH FINANCIAL GROUP	Shares	356.4KSH	$3.3M
6	BFSG, LLC	Shares	329.7KSH	$3.0M
7	Breakwater Capital Group	Shares	189.9KSH	$1.8M
8	Cresta Advisors, Ltd.	Shares	180.8KSH	$1.7M
9	Citizens National Bank Trust Department	Shares	169.8KSH	$1.6M
10	Blake Schutter Theil Wealth Advisors, LLC	Shares	148.4KSH	$1.4M
11	HARMONY ASSET MANAGEMENT LLC	Shares	125.3KSH	$1.2M
12	Venturi Wealth Management, LLC	Shares	115.8KSH	$1.1M
13	Whitaker-Myers Wealth Managers, LTD.	Shares	110.6KSH	$1.0M
14	BENJAMIN EDWARDS INC	Shares	110.6KSH	$1.0M
15	HOWARD FINANCIAL SERVICES, LTD.	Shares	90.1KSH	$830.4K
16	SEAMOUNT FINANCIAL GROUP INC	Shares	78.3KSH	$721.9K
17	Steadtrust LLC	Shares	66.0KSH	$608.5K
18	Capital Advisors Wealth Management, LLC	Shares	55.8KSH	$514.3K
19	JAMES INVESTMENT RESEARCH, INC.	Shares	54.1KSH	$498.9K
20	Mesirow Financial Investment Management, Inc.	Shares	49.9KSH	$460.5K
21	DAVENPORT & Co LLC	Shares	47.9KSH	$441.7K
22	Summit Financial Wealth Advisors, LLC	Shares	43.6KSH	$402.2K
23	Fortitude Advisory Group L.L.C.	Shares	43.4KSH	$399.9K
24	NAPLES GLOBAL ADVISORS, LLC	Shares	42.0KSH	$388.6K
25	Lantz Financial LLC	Shares	40.1KSH	$370.2K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.9KSH	$346.1K
27	Orange Investment Advisors, Inc.	Shares	36.7KSH	$338.5K
28	MELFA WEALTH MANAGEMENT, INC.	Shares	32.9KSH	$302.9K
29	WealthBridge Capital Management, LLC	Shares	30.2KSH	$278.4K
30	CARY STREET PARTNERS FINANCIAL LLC	Shares	29.5KSH	$272.3K
31	Second Half Financial Partners, LLC	Shares	29.5KSH	$271.7K
32	Mayflower Financial Advisors, LLC	Shares	27.4KSH	$252.4K
33	Corps Capital Advisors, LLC	Shares	23.5KSH	$216.7K
34	Karras Company, Inc.	Shares	23.5KSH	$216.5K
35	PFG Investments, LLC	Shares	22.2KSH	$205.1K
36	SeaCrest Wealth Management, LLC	Shares	22.2KSH	$204.7K
37	Penbrook Management LLC	Shares	20.0KSH	$184.4K
38	HARBOR INVESTMENT ADVISORY, LLC	Shares	19.6KSH	$180.7K
39	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	13.8KSH	$126.8K
40	Saxony Capital Management, LLC	Shares	13.8KSH	$126.8K
41	Ramiah Investment Group	Shares	13.4KSH	$123.4K
42	Sightline Wealth Advisors, LLC	Shares	13.2KSH	$122.2K
43	Coastwise Capital Group, LLC	Shares	12.9KSH	$119.1K
44	IVC Wealth Advisors LLC	Shares	12.8KSH	$118.4K
45	UHLMANN PRICE SECURITIES, LLC	Shares	12.7KSH	$117.1K
46	D.A. DAVIDSON & CO.	Shares	12.6KSH	$116.2K
47	Clarity Financial LLC	Shares	12.3KSH	$113.0K
48	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	12.1KSH	$111.8K
49	SHEETS SMITH WEALTH MANAGEMENT	Shares	12.1KSH	$111.5K
50	Sowell Financial Services LLC	Shares	11.8KSH	$108.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+422.2K	+$4.5M	$26.4M
2	BFSG, LLC new	Shares	+329.7K	+$3.0M	$3.0M
3	EHRLICH FINANCIAL GROUP added	Shares	+241.7K	+$2.3M	$3.3M
4	Breakwater Capital Group added	Shares	+33.6K	+$345.7K	$1.8M
5	Citizens National Bank Trust Department added	Shares	+33.7K	+$341.8K	$1.6M
6	BAR HARBOR WEALTH MANAGEMENT added	Shares	+19.0K	+$283.0K	$4.5M
7	Congress Park Capital LLC added	Shares	+5.0K	+$182.8K	$5.5M
8	Coastwise Capital Group, LLC new	Shares	+12.9K	+$119.1K	$119.1K
9	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+12.1K	+$111.5K	$111.5K
10	Prospera Financial Services Inc trimmed	Shares	-83	+$108.7K	$4.4M
11	Objective Capital Management, LLC new	Shares	+11.0K	+$101.4K	$101.4K
12	SEAMOUNT FINANCIAL GROUP INC added	Shares	+7.5K	+$85.5K	$721.9K
13	BENJAMIN EDWARDS INC added	Shares	+6.4K	+$82.7K	$1.0M
14	Whitaker-Myers Wealth Managers, LTD. added	Shares	+4.6K	+$67.0K	$1.0M
15	Capital Advisors Wealth Management, LLC added	Shares	+5.6K	+$63.3K	$514.3K
16	Lantz Financial LLC added	Shares	+5.5K	+$58.7K	$370.2K
17	Cresta Advisors, Ltd. unchanged	Shares	0	+$41.6K	$1.7M
18	Blake Schutter Theil Wealth Advisors, LLC unchanged	Shares	0	+$34.1K	$1.4M
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3.1K	+$29.2K	$78.8K
20	Venturi Wealth Management, LLC added	Shares	+62	+$27.2K	$1.1M
21	Karras Company, Inc. added	Shares	+2.4K	+$26.9K	$216.5K
22	HOWARD FINANCIAL SERVICES, LTD. unchanged	Shares	0	+$20.7K	$830.4K
23	Steadtrust LLC unchanged	Shares	0	+$15.2K	$608.5K
24	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$12.4K	$498.9K
25	Ramiah Investment Group added	Shares	+906	+$11.2K	$123.4K
26	DAVENPORT & Co LLC unchanged	Shares	0	+$11.0K	$441.7K
27	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$10.0K	$399.9K
28	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$9.7K	$388.6K
29	Orange Investment Advisors, Inc. trimmed	Shares	-1	+$8.4K	$338.5K
30	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$7.6K	$302.9K
31	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$6.8K	$272.3K
32	Second Half Financial Partners, LLC unchanged	Shares	0	+$6.8K	$271.7K
33	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$6.3K	$252.4K
34	Corps Capital Advisors, LLC unchanged	Shares	0	+$5.4K	$216.7K
35	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$5.1K	$204.7K
36	Cape Investment Advisory, Inc. new	Shares	+500	+$4.6K	$4.6K
37	Penbrook Management LLC unchanged	Shares	0	+$4.6K	$184.4K
38	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$4.5K	$180.7K
39	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+129	+$3.9K	$111.8K
40	Sightline Wealth Advisors, LLC added	Shares	+76	+$3.7K	$122.2K
41	Saxony Capital Management, LLC unchanged	Shares	0	+$3.2K	$126.8K
42	IVC Wealth Advisors LLC unchanged	Shares	0	+$3.0K	$118.4K
43	Clarity Financial LLC unchanged	Shares	0	+$2.8K	$113.0K
44	Sowell Financial Services LLC added	Shares	+11	+$2.8K	$108.8K
45	HARMONY ASSET MANAGEMENT LLC trimmed	Shares	-2.9K	+$2.7K	$1.2M
46	Essex Bank unchanged	Shares	0	+$2.6K	$106.2K
47	BARRETT & COMPANY, INC. unchanged	Shares	0	+$1.9K	$77.9K
48	Mascoma Wealth Management LLC unchanged	Shares	0	+$1.3K	$52.6K
49	Cornerstone National Bank & Trust Co unchanged	Shares	0	+$1.2K	$60.0K
50	Tradewinds Capital Management, LLC unchanged	Shares	0	+$1.1K	$43.9K

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