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 45 institutions that hold shares in the stock, with a total of 4.22 Million shares, which have been reported (via 13F filing form) to have a value of $36 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
804,281
shares
|
$6.86 Million
0.64% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
682,206
shares
|
$5.82 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
518,562
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
400,809
shares
|
$3.42 Million
0.02% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
280,796
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
254,265
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
213,727
shares
|
$1.82 Million
1.31% of portfolio
|
Q2 2021
Added 36.72%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
114,981
shares
|
$980,787
0.08% of portfolio
|
Q3 2025
Reduced 50.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
103,354
shares
|
$881,609
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
91,893
shares
|
$783,847
0.07% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
69,813
shares
|
$595,504
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
68,416
shares
|
$583,588
0.0% of portfolio
|
Q3 2025
Added 71.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
62,274
shares
|
$531,197
0.0% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
58,798
shares
|
$501,546
0.31% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,020
shares
|
$460,790
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,944
shares
|
$374,842
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
36,478
shares
|
$311,157
0.0% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
31,274
shares
|
$266,767
0.04% of portfolio
|
Q3 2025
Reduced 52.44%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
29,908
shares
|
$255,115
0.14% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
29,302
shares
|
$249,946
0.0% of portfolio
|
Q3 2025
Added 69.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,673
shares
|
$236,050
0.0% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,807
shares
|
$228,663
0.0% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
24,680
shares
|
$210,520
0.05% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
22,440
shares
|
$191,413
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,500
shares
|
$157,805
0.0% of portfolio
|
Q3 2025
Added 54.17%
|
|