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Nuveen Muni Value Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Muni Value Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 36k 9.02
2024-06-30 $352k 41k 8.63
2024-03-31 $355k 41k 8.71
2023-12-31 $125k 15k 8.60

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View all positions for Concurrent Investment Advisors

Top funds holding Nuveen Muni Value Fund

Rivernorth Capital Management
Morgan Stanley
1607 Capital Partners
Tortoise Investment Management
Raymond James & Associates
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Rockefeller Capital Management
LPL Financial
Van Eck Associates Corp.
Kovitz Investment Group Partners
Hennion & Walsh Asset Management
Bank of America Corporation
Raymond James Financial Services Advisors
Chicago Partners Investment

View all funds holding Nuveen Muni Value Fund