Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
48.1K+ 25.2% |
$382K - $414K
|
239K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
47.8KNew |
$379K - $411K
|
47.8K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.7K+ 9.44% |
$284K - $307K
|
414K
$3.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
34.1K+ 8.08% |
$271K - $294K
|
457K
$3.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.9K+ 8.54% |
$222K - $240K
|
355K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.1K+ 4.2% |
$184K - $199K
|
573K
$4.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2KNew |
$128K - $139K
|
16.2K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 142.73% |
$125K - $135K
|
26.7K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 254.17% |
$107K - $116K
|
18.8K
$157K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$105K - $114K
|
13.2K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4KNew |
$98.3K - $107K
|
12.4K
$103K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.89K+ 14.97% |
$46.8K - $50.7K
|
45.2K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.13K+ 0.44% |
$24.8K - $26.9K
|
711K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.4KNew |
$19.1K - $20.7K
|
2.4K
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.8K+ 8.78% |
$14.3K - $15.5K
|
22.3K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.75K+ 3.82% |
$13.9K - $15.1K
|
47.6K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
896New |
$7.11K - $7.71K
|
896
$7.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
273+ 0.52% |
$2.17K - $2.35K
|
52.6K
$439K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207+ 0.32% |
$1.64K - $1.78K
|
64.3K
$537K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
90+ 0.35% |
$715 - $775
|
25.9K
$216K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$7.94 - $8.61
|
57.8K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.35K- 0.51% |
$10.7K - $11.6K
|
265K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.5K- 15.16% |
$27.8K - $30.1K
|
19.6K
$164K
|