Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
243K+ 81.11% |
$1.94M - $2.05M
|
542K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
75.9K+ 33.37% |
$608K - $641K
|
303K
$2.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
64.2K+ 172.4% |
$514K - $542K
|
101K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
50.1KNew |
$401K - $423K
|
50.1K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
42.5K+ 14.32% |
$340K - $358K
|
339K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
31.4KNew |
$252K - $265K
|
31.4K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9KNew |
$224K - $236K
|
27.9K
$234K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$163K - $172K
|
20.4K
$170K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.9K+ 4.09% |
$119K - $126K
|
379K
$3.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$99.4K - $105K
|
12.4K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 23.86% |
$97.6K - $103K
|
63.3K
$529K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10.1KNew |
$81.1K - $85.5K
|
10.1K
$84.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10KNew |
$80.1K - $84.4K
|
10K
$83.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.25K+ 21.23% |
$66.1K - $69.6K
|
47.1K
$394K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.72K+ 12.25% |
$53.8K - $56.7K
|
61.5K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.42K+ 53.62% |
$51.4K - $54.2K
|
18.4K
$154K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$23.9K - $25.2K
|
2.98K
$24.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.6K+ 7.48% |
$20.8K - $21.9K
|
37.4K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.39KNew |
$19.1K - $20.2K
|
2.39K
$20K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 9.76% |
$16K - $16.9K
|
22.5K
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 13.52% |
$12.2K - $12.9K
|
12.8K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.31K+ 5.59% |
$10.5K - $11.1K
|
24.8K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
980New |
$7.85K - $8.27K
|
980
$8.19K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
775+ 3.52% |
$6.21K - $6.54K
|
22.8K
$191K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
332+ 0.88% |
$2.66K - $2.8K
|
38K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250+ 1.36% |
$2K - $2.11K
|
18.6K
$155K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.51K- 7.07% |
$12.1K - $12.7K
|
19.8K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.87K- 2.64% |
$71K - $74.9K
|
327K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.1K- 33.46% |
$113K - $119K
|
28.1K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-14.8K- 24.4% |
$119K - $125K
|
45.9K
$383K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 23.13% |
$119K - $125K
|
49.4K
$413K
|