Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
304KNew |
$2.99M - $3.13M
|
304K
$2.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31KNew |
$305K - $319K
|
31K
$259K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$228K - $239K
|
23.2K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 51.22% |
$204K - $213K
|
61.1K
$510K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.5KNew |
$172K - $180K
|
17.5K
$146K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 40.58% |
$151K - $158K
|
53.2K
$445K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2K+ 54.79% |
$110K - $115K
|
31.7K
$265K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 4.88% |
$110K - $115K
|
240K
$2.01M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.57K+ 23.51% |
$84.4K - $88.2K
|
45K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.85KNew |
$37.9K - $39.6K
|
3.85K
$32.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.72K+ 10.46% |
$36.7K - $38.3K
|
39.3K
$329K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48K+ 98.47% |
$14.5K - $15.2K
|
2.98K
$24.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.25K+ 10.81% |
$12.3K - $12.9K
|
12.8K
$107K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
273+ 0.55% |
$2.69K - $2.81K
|
50.3K
$421K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188+ 0.47% |
$1.85K - $1.93K
|
40.5K
$339K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
75+ 0.71% |
$739 - $772
|
10.6K
$89K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.37K- 17.46% |
$13.5K - $14.1K
|
6.47K
$54K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.7K- 1.72% |
$46.3K - $48.3K
|
269K
$2.25M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.9KClosed |
$107K - $112K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-11K- 50.1% |
$108K - $113K
|
11K
$91.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$135K - $141K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.8K- 39.36% |
$136K - $142K
|
21.2K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16.4KClosed |
$162K - $169K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-18.7KClosed |
$184K - $192K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-30.9K- 32.87% |
$305K - $318K
|
63.1K
$528K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.9KClosed |
$353K - $369K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-58.3KClosed |
$574K - $600K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-113K- 46.86% |
$1.11M - $1.16M
|
128K
$1.07M
|