Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59.9K+ 7.05% |
$485K - $498K
|
909K
$7.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.4K+ 58.42% |
$343K - $352K
|
115K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.5KNew |
$101K - $104K
|
12.5K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$98.4K - $101K
|
12.1K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12K+ 3.23% |
$97.4K - $99.9K
|
385K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 44.38% |
$87.7K - $90K
|
35.2K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.17K+ 30.13% |
$74.3K - $76.2K
|
39.6K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.43K+ 2.84% |
$68.2K - $70K
|
305K
$2.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.72K+ 11.16% |
$46.4K - $47.6K
|
57K
$476K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34K+ 19.37% |
$35.1K - $36K
|
26.7K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.25KNew |
$34.4K - $35.3K
|
4.25K
$35.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 7.23% |
$29.3K - $30K
|
53.6K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.25KNew |
$26.3K - $27K
|
3.25K
$27.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.1K+ 10.83% |
$25.1K - $25.7K
|
31.7K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.84KNew |
$23K - $23.6K
|
2.84K
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 7.87% |
$21.1K - $21.7K
|
35.7K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 7.15% |
$16.2K - $16.6K
|
30K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.95K+ 3.22% |
$15.8K - $16.2K
|
62.4K
$521K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 7.18% |
$12.6K - $12.9K
|
23.2K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-24- 0.06% |
$194 - $199
|
40.6K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 10.29% |
$12.2K - $12.5K
|
13.1K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 1.74% |
$85.5K - $87.7K
|
595K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 11.28% |
$299K - $307K
|
290K
$2.42M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 11.28% |
$299K - $307K
|
290K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-41.2K- 34.63% |
$334K - $343K
|
77.8K
$650K
|