Purchases and Sales Made in Q1 2023 in Nuveen New York Municipal Value Fund (NNY)
This table provides information about the institutional ownership of Nuveen New York Municipal Value Fund (NNY) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN NEW YORK MUNICIPAL VALUE FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
274KNew |
$2.26M - $2.43M
|
274K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
181K+ 47.89% |
$1.5M - $1.61M
|
560K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
166K+ 30.59% |
$1.37M - $1.47M
|
708K
$5.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
67.7K+ 66.77% |
$560K - $600K
|
169K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
65.4K+ 21.55% |
$541K - $579K
|
369K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
46K+ 13.58% |
$380K - $408K
|
385K
$3.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.1K+ 13.65% |
$42.2K - $45.2K
|
42.5K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.85KNew |
$40.1K - $43K
|
4.85K
$40.5K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.97K+ 14.98% |
$24.6K - $26.3K
|
22.8K
$191K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35K+ 6.19% |
$19.5K - $20.8K
|
40.4K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.44K+ 0.44% |
$11.9K - $12.8K
|
329K
$2.75M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
730+ 74.49% |
$6.04K - $6.47K
|
1.71K
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
463+ 3.61% |
$3.83K - $4.1K
|
13.3K
$111K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.48K - $2.66K
|
300
$2.51K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.24% |
$1.21K - $1.29K
|
61.7K
$515K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
54+ 0.22% |
$447 - $478
|
24.8K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 2.95% |
$11.5K - $12.3K
|
45.7K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.65K- 8.88% |
$13.6K - $14.6K
|
16.9K
$141K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.9K- 8.32% |
$15.7K - $16.8K
|
20.9K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 8.89% |
$16.5K - $17.7K
|
20.5K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.5K- 17.74% |
$45.5K - $48.7K
|
25.5K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.5K- 8.69% |
$45.5K - $48.7K
|
57.8K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-27.6K- 55.01% |
$228K - $244K
|
22.5K
$188K
|