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Nuveen Muni Value Fund shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Nuveen Muni Value Fund

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All positions including Nuveen Muni Value Fund held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $156k 17k 8.98
2025-06-30 $151k 17k 8.69
2025-03-31 $152k 17k 8.77
2024-12-31 $114k 13k 8.59
2024-09-30 $122k 14k 9.02
2024-06-30 $116k 13k 8.63

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Top funds holding Nuveen Muni Value Fund

UBS Group
Morgan Stanley
Rivernorth Capital Management
Kovitz Investment Group Partners
Hennion & Walsh Asset Management
1607 Capital Partners
Raymond James Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
LPL Financial
Van Eck Associates Corp.
Granby Capital Management
Stifel Financial
Chicago Partners Investment
Congress Park Capital

View all funds holding Nuveen Muni Value Fund