Institutional Ownership Nuveen New York Municipal Value Fund (NNY)
This table provides information about the institutional ownership of Nuveen New York Municipal Value Fund (NNY). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 4.23 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
896,986
shares
|
$7.35 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
663,627
shares
|
$5.44 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
617,648
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
317,866
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
297,372
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
264,220
shares
|
$2.16 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
215,137
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
213,727
shares
|
$1.75 Million
1.27% of portfolio
|
Q2 2021
Added 36.72%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
99,656
shares
|
$816,182
0.02% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
76,715
shares
|
$628,295
0.12% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
62,937
shares
|
$515,454
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,020
shares
|
$442,423
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,888
shares
|
$441,342
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
46,675
shares
|
$382,268
0.0% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
42,940
shares
|
$351,678
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
37,272
shares
|
$305,257
0.0% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
31,763
shares
|
$260,138
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
29,908
shares
|
$244,946
0.16% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
28,658
shares
|
$234,709
0.0% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
25,763
shares
|
$210,998
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,421
shares
|
$208,197
0.0% of portfolio
|
Q3 2024
Added 94.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
23,150
shares
|
$189,598
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
16,464
shares
|
$134,840
0.02% of portfolio
|
Q3 2024
Reduced 59.47%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
14,049
shares
|
$115,061
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,500
shares
|
$102,375
0.0% of portfolio
|
Q1 2024
New holding
|