Morris Retirement Advisors, LLC Nuveen New York Municipal Value Fund Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	BUY	$8.21 - $9.23 $689 - $775	84 Added 0.78%	10,879 $93,000
Q1 2022 May 10, 2022	BUY	$9.02 - $9.79 $469 - $509	52 Added 0.48%	10,795 $97,000
Q4 2021 Feb 02, 2022	BUY	$9.63 - $10.19 $953 - $1,008	99 Added 0.93%	10,743 $106,000
Q3 2021 Oct 28, 2021	BUY	$9.85 - $10.29 $738 - $771	75 Added 0.71%	10,644 $107,000
Q2 2021 Jul 29, 2021	BUY	$9.62 - $10.06 $101,673 - $106,324	10,569 New	10,569 $106,000

Others Institutions Holding NNY

# of Institutions

39

Shares Held

4.33M

Call Options Held

0

Put Options Held

0

About NUVEEN NEW YORK MUNICIPAL VALUE FUND

Ticker NNY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen New York Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of New York. The fund invests in tax exempt municipal bonds, with a rating of Baa/BBB or higher. It ...

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