Latest Institutional Purchases of Nuveen New York Municipal Value Fund (NNY)
This list provides information on the latest institutional transactions involving Nuveen New York Municipal Value Fund (NNY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.6K+ 340.63% |
$657K - $682K
|
106K
$867K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
24.5K+ 3.47% |
$197K - $205K
|
730K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 43.84% |
$175K - $182K
|
71.3K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18KNew |
$145K - $150K
|
18K
$148K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$84.5K - $87.7K
|
10.5K
$86.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.84K+ 22.84% |
$71.2K - $73.9K
|
47.6K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.76K+ 0.67% |
$54.4K - $56.5K
|
1.02M
$8.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.38KNew |
$35.3K - $36.7K
|
4.38K
$36K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4KNew |
$32.2K - $33.4K
|
4K
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.49K+ 3.39% |
$20.1K - $20.8K
|
76K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.15K+ 2.04% |
$17.3K - $18K
|
108K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.97K+ 9.38% |
$15.9K - $16.5K
|
23K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.52K+ 12.28% |
$12.3K - $12.7K
|
13.9K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.42K - $2.51K
|
300
$2.47K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
95.1KNew |
$759K - $825K
|
95.1K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.4KNew |
$370K - $402K
|
46.4K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.4KNew |
$210K - $229K
|
26.4K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.4KNew |
$195K - $212K
|
24.4K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12KNew |
$95.8K - $104K
|
12K
$98.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$79.8K - $86.7K
|
10K
$82.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 10.47% |
$23.9K - $26K
|
31.7K
$260K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.6K+ 761.0% |
$178K - $186K
|
24.5K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
12KNew |
$99K - $103K
|
12K
$98.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.5KNew |
$101K - $104K
|
12.5K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$98.4K - $101K
|
12.1K
$99.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.5KNew |
$102K - $106K
|
12.5K
$103K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4KNew |
$87.2K - $94.4K
|
11.4K
$93.7K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5New |
$38.3 - $41.4
|
5
$41.1
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$105K - $114K
|
13.2K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4KNew |
$98.3K - $107K
|
12.4K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.4KNew |
$19.1K - $20.7K
|
2.4K
$19.7K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
141KNew |
$1.18M - $1.23M
|
141K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$96K - $100K
|
11.5K
$94.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10KNew |
$83.5K - $87K
|
10K
$82.2K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
730+ 74.49% |
$6.04K - $6.47K
|
1.71K
$14.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$99.4K - $105K
|
12.4K
$102K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10KNew |
$80.1K - $84.4K
|
10K
$82.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$23.9K - $25.2K
|
2.98K
$24.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.39KNew |
$19.1K - $20.2K
|
2.39K
$19.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$98.8K - $108K
|
12.1K
$99.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$86.7K - $95.3K
|
10.6K
$87.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$8.6K - $9.44K
|
1.05K
$8.66K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
84+ 0.78% |
$690 - $775
|
10.9K
$89.4K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.13KNew |
$73.3K - $79.6K
|
8.13K
$66.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
525+ 216.94% |
$4.74K - $5.14K
|
767
$6.3K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.85KNew |
$37.9K - $39.6K
|
3.85K
$31.6K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Penbrook Management LLC
|
BUY
|
- |
57.4K+ 36.72% |
$552K - $577K
|
214K
$1.76M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
519New |
$4.99K - $5.22K
|
519
$4.27K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Cim, LLC
|
BUY
|
- |
14KNew |
$136K - $149K
|
14K
$115K
|
|