Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
47.8K+ 19.02% |
$390K - $428K
|
299K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42.3KNew |
$345K - $379K
|
42.3K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
37.2KNew |
$304K - $334K
|
37.2K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31.9K+ 16.29% |
$260K - $286K
|
228K
$1.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.2K+ 6.19% |
$173K - $190K
|
364K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 7.68% |
$173K - $189K
|
296K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
14.6K+ 31.73% |
$119K - $131K
|
60.7K
$507K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$98.8K - $108K
|
12.1K
$101K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$86.7K - $95.3K
|
10.6K
$88.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 25.63% |
$85.1K - $93.4K
|
51.1K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.78K+ 3.0% |
$79.8K - $87.6K
|
336K
$2.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 15.76% |
$24.5K - $26.9K
|
22K
$184K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.5KNew |
$12.2K - $13.4K
|
1.5K
$12.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 7.89% |
$12.2K - $13.4K
|
20.5K
$171K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 2.13% |
$9.32K - $10.2K
|
54.8K
$458K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$8.6K - $9.44K
|
1.05K
$8.81K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
500+ 1.46% |
$4.08K - $4.48K
|
34.8K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
450+ 2.52% |
$3.67K - $4.03K
|
18.3K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219+ 0.58% |
$1.79K - $1.96K
|
37.7K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
73+ 0.31% |
$596 - $654
|
23.4K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18+ 0.16% |
$147 - $161
|
11.3K
$94.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-300- 2.74% |
$2.45K - $2.69K
|
10.7K
$89.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-847- 0.57% |
$6.91K - $7.59K
|
147K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 6.37% |
$11.8K - $13K
|
21.4K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.75K- 10.89% |
$38.8K - $42.6K
|
38.9K
$325K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 48.89% |
$84.3K - $92.5K
|
10.8K
$90.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.1K- 57.3% |
$131K - $144K
|
12K
$100K
|