Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
211K+ 36.81% |
$1.61M - $1.75M
|
784K
$6.55M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
87K+ 12.24% |
$666K - $721K
|
798K
$6.67M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 25.53% |
$567K - $614K
|
364K
$3.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.2KNew |
$483K - $524K
|
63.2K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
53.1K+ 11.63% |
$407K - $441K
|
510K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
52.3KNew |
$400K - $433K
|
52.3K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
44.6K+ 93.48% |
$341K - $370K
|
92.4K
$772K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.4K+ 6.04% |
$110K - $120K
|
254K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4KNew |
$87.2K - $94.4K
|
11.4K
$95.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.74K+ 2.75% |
$74.5K - $80.8K
|
364K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79K+ 44.89% |
$67.3K - $72.9K
|
28.4K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.63K+ 10.15% |
$20.1K - $21.8K
|
28.5K
$238K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 3.43% |
$11.9K - $12.8K
|
46.8K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
277+ 1.32% |
$2.12K - $2.3K
|
21.2K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160+ 0.7% |
$1.22K - $1.33K
|
23K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-891- 99.44% |
$6.82K - $7.39K
|
5
$41.8
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 5.83% |
$9.95K - $10.8K
|
21K
$176K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.5K- 4.78% |
$11.5K - $12.4K
|
29.9K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.8K- 3.42% |
$13.8K - $14.9K
|
50.8K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.73K- 6.45% |
$28.5K - $30.9K
|
54.1K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.2K- 22.37% |
$32.1K - $34.8K
|
14.6K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.25K- 21.49% |
$32.5K - $35.2K
|
15.5K
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.75K- 29.36% |
$36.3K - $39.4K
|
11.4K
$95.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.09K- 0.78% |
$46.6K - $50.5K
|
778K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.9K- 29.31% |
$107K - $116K
|
33.6K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 54.63% |
$112K - $121K
|
12.1K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.5K- 50.6% |
$249K - $270K
|
31.8K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-39.9K- 9.64% |
$305K - $331K
|
374K
$3.13M
|