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 5.51 Million shares, which have been reported (via 13F filing form) to have a value of $45.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,015,670
shares
|
$8.4 Million
0.91% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
848,003
shares
|
$7.01 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
705,978
shares
|
$5.84 Million
0.46% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
569,039
shares
|
$4.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
337,840
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
276,069
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
264,220
shares
|
$2.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
215,137
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
213,727
shares
|
$1.77 Million
1.25% of portfolio
|
Q2 2021
Added 36.72%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
167,757
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
95,116
shares
|
$786,609
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
76,715
shares
|
$634,433
0.12% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
73,535
shares
|
$608,134
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
64,720
shares
|
$535,234
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,020
shares
|
$446,745
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,598
shares
|
$410,175
0.0% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
46,417
shares
|
$383,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
38,712
shares
|
$320,148
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,512
shares
|
$268,874
0.0% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
31,658
shares
|
$261,811
0.0% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
29,908
shares
|
$247,339
0.16% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
29,398
shares
|
$243,121
0.05% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,357
shares
|
$217,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
25,763
shares
|
$213,060
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
24,409
shares
|
$201,862
0.0% of portfolio
|
Q4 2024
New holding
|