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Get Institutions for : 
Nuveen Municipal Value Fund 2 (NUW)  
$13.61 0.15 (1.08%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    8
Total shares held : 
6,991,714  
% of shares held : 
45.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  23  
Amount of shares held : 
586,192  
% of shares held change : 
  3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.21  
Last Quarter's Ending Price : 
$13.63  
Last Quarter's Average Price
$13.16  
Change from last quarter's     
avg. price to the last closing  : 
0.45 (3.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 273,260
 3.91%
 
Increased Positions :
23
 507,832
 7.26%
 
Unchanged Positions :
10
 58,890
 0.84%
 
Decreased Positions :
8
-107,563
-1.54%
 
Closed Positions :
4
-87,337
-1.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   1607 CAPITAL PARTNERS, LLC 18 - 2023-12-31 1,533,697 $20,904,000 49,500
   KARPUS MANAGEMENT INC 46 - 2023-12-31 1,076,067 $14,667,000 -6,889
   Tortoise Investment Management LLC 17 - 2023-12-31 821,310 $11,194,000 108,921
   MORGAN STANLEY 3553 - 2023-12-31 543,553 $7,409,000 57,447
   RIVERNORTH CAPITAL MANAGEMENT, INC. 68 - 2023-12-31 515,115 $7,021,000 103,665
   GUGGENHEIM CAPITAL LLC 464 - 2023-12-31 451,749 $6,157,000 -12,941
   Hennion & Walsh Asset Management Inc. 74 - 2024-03-31 388,101 $5,239,000 -6,167
   UBS Group AG 2454 - 2023-12-31 222,328 $3,030,000 12,459
   WELLS FARGO & CO/MN 2409 - 2023-12-31 168,541 $2,297,000 8,921
   BANK OF AMERICA CORP /DE/ 3523 - 2023-12-31 147,376 $2,009,000 -80,833
   VAN ECK ASSOCIATES CORP 821 - 2023-12-31 131,853 $1,797,000 18,491
   AHL INVESTMENT MANAGEMENT INC. 35 - 2024-03-31 93,916 $1,268,000 77,615
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1929 - 2024-03-31 90,259 $1,218,000 -1,756
   RAYMOND JAMES & ASSOCIATES 2464 - 2024-03-31 88,979 $1,201,000 15,356
   LPL FINANCIAL CORP 2884 - 2023-12-31 84,476 $1,151,000 12,842
   BANK OF NEW YORK MELLON CORP 3264 - 2024-03-31 56,975 $769,000 182
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 325 *New 2023-12-31 47,113 $642,000 47,113
   CAPTRUST FINANCIAL ADVISORS 1554 *New 2023-12-31 47,011 $641,000 47,011
   Koshinski Asset Management Inc. 240 - 2023-12-31 46,247 $630,000 18,677
   Kestra Advisory Services LLC 1397 - 2023-12-31 44,292 $604,000 51
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2227 - 2024-03-31 38,724 $523,000 210
   MELFA WEALTH MANAGEMENT LLC 76 - 2024-03-31 34,965 $472,000 5
   Palumbo Wealth Management LLC 89 - 2024-03-31 31,562 $426,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2807 - 2023-12-31 31,193 $425,000 9,381
   WOLVERINE ASSET MANAGEMENT LLC 463 *New 2023-12-31 30,138 $411,000 30,138
   Coastal Investment Advisors Inc. 300 - 2024-03-31 24,890 $336,000 3
   Atria Wealth Solutions Inc. 1415 - 2023-12-31 23,960 $327,000 -1,995
   Breakwater Capital Group 198 - 2024-03-31 23,513 $317,000 12,646
   Tyche Wealth Partners LLC 205 - 2024-03-31 21,800 $294,000 0
   ACCESS FINANCIAL SERVICES INC. 93 - 2024-03-31 19,010 $257,000 0
   NOMURA HOLDINGS INC 832 *New 2023-12-31 18,617 $254,000 18,617
   AMERIPRISE FINANCIAL INC 3604 - 2023-12-31 16,971 $231,000 -1,477
   Ackerman Capital Advisors LLC 92 - 2024-03-31 16,645 $225,000 -19,857
   STEPHENS INC /AR/ 1088 *New 2023-12-31 14,500 $198,000 14,500
   ROYAL BANK OF CANADA 4582 - 2023-12-31 12,595 $172,000 263
   HIGHTOWER ADVISORS, LLC 2990 - 2023-12-31 12,317 $167,000 1,714
   WEISS CAPITAL LLC 260 *New 2023-12-31 12,023 $164,000 12,023
   HILLTOP HOLDINGS INC. 567 - 2023-12-31 11,569 $158,000 13
   ANCORA ADVISORS, LLC 682 *New 2023-12-31 10,993 $150,000 10,993
   ELEQUIN CAPITAL LP 151 *New 2023-12-31 9,428 $129,000 9,428
   CULLEN FROST BANKERS INC 569 - 2023-12-31 7,193 $98,000 0
   CLEAN YIELD GROUP - 2023-12-31 6,428 $88,000 0
   Goss Wealth Management LLC 1991 - 2023-12-31 6,275 $86,000 80
   COMERICA BANK 2555 - 2023-12-31 6,117 $83,000 0
   Advisor Group Holdings Inc. 4565 - 2023-12-31 5,663 $77,000 -1,240
   Steward Partners Investment Advisory LLC 1885 *New 2023-12-31 4,506 $61,000 4,506
   LM Advisors LLC 332 - 2023-12-31 3,550 $48,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 790 - 2023-12-31 2,639 $36,000 0
   First PREMIER Bank 323 - 2024-03-31 650 $9,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2818 - 2023-12-31 303 $4,000 4
   Wakefield Asset Management LLLP *Closed 2023-12-31 0 $0 -64,348
   FNY Investment Advisers LLC 488 *Closed 2023-12-31 0 $0 -100
   Crestone Asset Management LLC 110 *Closed 2024-03-31 0 $0 -10,512
   THOMAS J. HERZFELD ADVISORS, INC. 195 *Closed 2023-12-31 0 $0 -22,244
   Salomon & Ludwin LLC 747 - 2023-12-31 1 $0 0
   J P MORGAN CHASE & CO 6171 *Closed 2023-12-31 0 $0 -645
   PROEQUITIES INC. 7393 - 2023-12-31 0 $0 0

  57 Records found
  1    
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