Latest Institutional Transactions on Nuveen New York Municipal Value Fund (NNY)
This table provides information on the latest institutional transactions involving Nuveen New York Municipal Value Fund (NNY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 4.73% |
$102K - $107K
|
284K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 5.35% |
$237K - $249K
|
527K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
15KNew |
$119K - $125K
|
15K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 7.42% |
$37.8K - $39.6K
|
68.7K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
105+ 0.39% |
$836 - $877
|
27.1K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.63K+ 33.22% |
$36.8K - $38.6K
|
18.6K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
737+ 1.55% |
$5.87K - $6.15K
|
48.3K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-592- 3.3% |
$4.71K - $4.94K
|
17.3K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5KNew |
$11.9K - $12.5K
|
1.5K
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.5K- 1.85% |
$108K - $113K
|
717K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-20.4K- 8.09% |
$162K - $170K
|
232K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.45K- 13.9% |
$51.3K - $53.9K
|
40K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
130+ 0.72% |
$1.03K - $1.09K
|
18.1K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
890New |
$7.08K - $7.43K
|
890
$7.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4KNew |
$11.1K - $11.7K
|
1.4K
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.3K+ 9.63% |
$257K - $269K
|
367K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.8K- 79.38% |
$667K - $699K
|
21.8K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.88K+ 4.53% |
$38.8K - $40.7K
|
112K
$913K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315+ 0.44% |
$2.51K - $2.63K
|
71.7K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.35% |
$7.96K - $8.35K
|
24K
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-20K- 26.34% |
$159K - $167K
|
56K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.69KNew |
$13.4K - $14.1K
|
1.69K
$13.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150K- 14.68% |
$1.19M - $1.25M
|
872K
$7.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.5K+ 11.52% |
$171K - $180K
|
208K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.93% |
$10.1K - $10.6K
|
33.7K
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.22K+ 71.32% |
$57.5K - $60.3K
|
17.3K
$141K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 5.97% |
$11.9K - $12.5K
|
23.6K
$192K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47+ 1.07% |
$374 - $392
|
4.43K
$36K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.55K- 7.78% |
$44.1K - $46.3K
|
65.8K
$534K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94+ 1566.67% |
$757 - $786
|
100
$812
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.34K- 13.59% |
$18.8K - $19.5K
|
14.9K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.4K- 28.84% |
$389K - $404K
|
119K
$969K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$84.5K - $87.7K
|
10.5K
$85.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.42K - $2.51K
|
300
$2.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4KNew |
$32.2K - $33.4K
|
4K
$32.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
95.1KNew |
$759K - $825K
|
95.1K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.4KNew |
$195K - $212K
|
24.4K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 10.47% |
$23.9K - $26K
|
31.7K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.4KNew |
$210K - $229K
|
26.4K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12KNew |
$95.8K - $104K
|
12K
$97.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$79.8K - $86.7K
|
10K
$81.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12KNew |
$99K - $103K
|
12K
$97.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.6K+ 761.0% |
$178K - $186K
|
24.5K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3K- 5.26% |
$24.8K - $25.8K
|
54K
$439K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.5KNew |
$101K - $104K
|
12.5K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$98.4K - $101K
|
12.1K
$98.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.5KNew |
$102K - $106K
|
12.5K
$101K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5New |
$38.3 - $41.4
|
5
$40.6
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.25K- 21.49% |
$32.5K - $35.2K
|
15.5K
$126K
|
|