Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79.5K+ 149.33% |
$765K - $810K
|
133K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66.5K+ 27.68% |
$640K - $678K
|
307K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
51.3KNew |
$494K - $522K
|
51.3K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1K+ 138.13% |
$213K - $225K
|
38.1K
$318K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10.1KNew |
$97.5K - $103K
|
10.1K
$84.5K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.03KNew |
$86.9K - $92K
|
9.03K
$75.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64K+ 11.22% |
$54.3K - $57.5K
|
55.9K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.03K+ 1.33% |
$38.8K - $41.1K
|
308K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05KNew |
$29.3K - $31K
|
3.05K
$25.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.27K+ 0.84% |
$21.8K - $23.1K
|
271K
$2.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
553+ 2.6% |
$5.33K - $5.64K
|
21.8K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
268+ 0.68% |
$2.58K - $2.73K
|
39.6K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
242New |
$2.33K - $2.47K
|
242
$2.02K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
99+ 0.93% |
$953 - $1.01K
|
10.7K
$89.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
78+ 0.34% |
$751 - $795
|
23.3K
$194K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-400- 1.26% |
$3.85K - $4.08K
|
31.3K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-428- 0.7% |
$4.12K - $4.36K
|
60.6K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 18.33% |
$9.63K - $10.2K
|
4.46K
$37.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 5.88% |
$9.63K - $10.2K
|
16K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.24K- 3.05% |
$11.9K - $12.6K
|
39.3K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.4K- 30.84% |
$52K - $55K
|
12.1K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-6.74K- 10.67% |
$64.9K - $68.7K
|
56.4K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.4K- 32.0% |
$129K - $137K
|
28.5K
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.2K- 58.11% |
$252K - $267K
|
18.9K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31KClosed |
$299K - $316K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-128KClosed |
$1.23M - $1.3M
|
0
$0
|