Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
141KNew |
$1.18M - $1.23M
|
141K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 9.83% |
$316K - $329K
|
423K
$3.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.8K+ 12.91% |
$182K - $190K
|
191K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.8KNew |
$165K - $172K
|
19.8K
$165K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 29.63% |
$99.9K - $104K
|
52.3K
$437K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$96K - $100K
|
11.5K
$96.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$91.9K - $95.7K
|
11K
$92K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10KNew |
$83.5K - $87K
|
10K
$83.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.49K+ 2.57% |
$79.2K - $82.5K
|
378K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.15K+ 36.31% |
$51.4K - $53.5K
|
23.1K
$193K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.44K+ 43.86% |
$37.1K - $38.6K
|
14.6K
$122K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 3.94% |
$20.3K - $21.1K
|
64.1K
$536K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
986+ 3.97% |
$8.23K - $8.58K
|
25.8K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111+ 0.24% |
$927 - $966
|
45.8K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63+ 0.28% |
$526 - $548
|
22.9K
$191K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$8.35 - $8.7
|
57.8K
$483K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.04K- 0.62% |
$17K - $17.7K
|
327K
$2.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.1K- 7.31% |
$25.9K - $27K
|
39.4K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-7.37K- 2.69% |
$61.6K - $64.1K
|
266K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.99K- 60.11% |
$66.7K - $69.5K
|
5.3K
$44.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10.6K- 1.9% |
$88.8K - $92.5K
|
550K
$4.6M
|