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 47 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,022,429
shares
|
$8.4 Million
0.94% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
730,465
shares
|
$6 Million
0.49% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
556,913
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
335,071
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
271,292
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
251,888
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
213,727
shares
|
$1.76 Million
1.43% of portfolio
|
Q2 2021
Added 36.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
186,808
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
119,374
shares
|
$981,254
0.02% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
107,592
shares
|
$884,406
0.72% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
105,505
shares
|
$867,251
0.0% of portfolio
|
Q1 2025
Added 340.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
76,029
shares
|
$624,958
0.43% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
71,344
shares
|
$586,447
0.0% of portfolio
|
Q1 2025
Added 43.84%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
71,306
shares
|
$586,135
0.1% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
63,909
shares
|
$525,331
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,020
shares
|
$444,044
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
47,555
shares
|
$390,902
0.0% of portfolio
|
Q1 2025
Added 22.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,417
shares
|
$381,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,388
shares
|
$266,229
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
31,658
shares
|
$260,228
0.0% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
29,908
shares
|
$245,843
0.17% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
26,967
shares
|
$221,668
0.05% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
25,135
shares
|
$206,609
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
22,970
shares
|
$188,813
0.0% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,000
shares
|
$147,960
0.0% of portfolio
|
Q1 2025
New holding
|