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 46 institutions that hold shares in the stock, with a total of 4.3 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
872,360
shares
|
$7.08 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
716,944
shares
|
$5.82 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
527,107
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
367,343
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
284,122
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
231,516
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
213,727
shares
|
$1.74 Million
1.38% of portfolio
|
Q2 2021
Added 36.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
208,324
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
112,467
shares
|
$913,232
0.6% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
71,659
shares
|
$581,871
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
68,653
shares
|
$557,462
0.0% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
65,761
shares
|
$533,979
0.09% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
56,006
shares
|
$454,768
0.31% of portfolio
|
Q2 2025
Reduced 26.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,020
shares
|
$438,642
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
48,292
shares
|
$392,131
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
39,967
shares
|
$324,532
0.0% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,660
shares
|
$273,319
0.0% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
31,658
shares
|
$257,062
0.0% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
29,908
shares
|
$242,852
0.15% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
27,072
shares
|
$219,824
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,970
shares
|
$194,636
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
23,635
shares
|
$191,916
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
21,753
shares
|
$176,634
0.0% of portfolio
|
Q2 2025
Reduced 79.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,551
shares
|
$150,634
0.0% of portfolio
|
Q2 2025
Added 33.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,130
shares
|
$147,215
0.0% of portfolio
|
Q2 2025
Added 0.72%
|