Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.6K+ 340.63% |
$657K - $682K
|
106K
$867K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
24.5K+ 3.47% |
$197K - $205K
|
730K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 43.84% |
$175K - $182K
|
71.3K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18KNew |
$145K - $150K
|
18K
$148K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$84.5K - $87.7K
|
10.5K
$86.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.84K+ 22.84% |
$71.2K - $73.9K
|
47.6K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.76K+ 0.67% |
$54.4K - $56.5K
|
1.02M
$8.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.38KNew |
$35.3K - $36.7K
|
4.38K
$36K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4KNew |
$32.2K - $33.4K
|
4K
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.49K+ 3.39% |
$20.1K - $20.8K
|
76K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.15K+ 2.04% |
$17.3K - $18K
|
108K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.97K+ 9.38% |
$15.9K - $16.5K
|
23K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.52K+ 12.28% |
$12.3K - $12.7K
|
13.9K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$2.42K - $2.51K
|
300
$2.47K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124- 0.38% |
$998 - $1.04K
|
32.4K
$266K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-278- 97.89% |
$2.24K - $2.32K
|
6
$49.3
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-628- 2.44% |
$5.06K - $5.25K
|
25.1K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-811- 1.25% |
$6.53K - $6.78K
|
63.9K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.34K- 13.59% |
$18.8K - $19.5K
|
14.9K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 11.86% |
$19.4K - $20.2K
|
17.9K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.43K- 8.27% |
$19.6K - $20.3K
|
27K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.77K- 0.82% |
$22.3K - $23.1K
|
335K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.78K- 1.73% |
$38.5K - $39.9K
|
271K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.41K- 7.05% |
$43.5K - $45.2K
|
71.3K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 2.13% |
$97.6K - $101K
|
557K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-12.3K- 4.67% |
$99.3K - $103K
|
252K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.3K- 13.17% |
$228K - $237K
|
187K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.4K- 28.84% |
$389K - $404K
|
119K
$981K
|