Latest Institutional Transactions on Nuveen New York Municipal Value Fund (NNY)
This table provides information on the latest institutional transactions involving Nuveen New York Municipal Value Fund (NNY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
141KNew |
$1.18M - $1.23M
|
141K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$96K - $100K
|
11.5K
$94.4K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
730+ 74.49% |
$6.04K - $6.47K
|
1.71K
$14K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-27.6K- 55.01% |
$228K - $244K
|
22.5K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.5K- 17.74% |
$45.5K - $48.7K
|
25.5K
$209K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$99.4K - $105K
|
12.4K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-14.8K- 24.4% |
$119K - $125K
|
45.9K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.39KNew |
$19.1K - $20.2K
|
2.39K
$19.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 23.13% |
$119K - $125K
|
49.4K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.1K- 33.46% |
$113K - $119K
|
28.1K
$231K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10KNew |
$80.1K - $84.4K
|
10K
$82.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$23.9K - $25.2K
|
2.98K
$24.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-300- 2.74% |
$2.45K - $2.69K
|
10.7K
$87.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$98.8K - $108K
|
12.1K
$99.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$86.7K - $95.3K
|
10.6K
$87.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-847- 0.57% |
$6.91K - $7.59K
|
147K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 48.89% |
$84.3K - $92.5K
|
10.8K
$88.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$8.6K - $9.44K
|
1.05K
$8.65K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4.96KClosed |
$40.7K - $45.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-8.72KClosed |
$71.6K - $80.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
84+ 0.78% |
$690 - $775
|
10.9K
$89.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16KClosed |
$131K - $148K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.8KClosed |
$105K - $118K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-16.7KClosed |
$137K - $155K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.7K- 60.61% |
$24.4K - $26.4K
|
1.76K
$14.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
525+ 216.94% |
$4.74K - $5.14K
|
767
$6.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.13KNew |
$73.3K - $79.6K
|
8.13K
$66.7K
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.9KClosed |
$107K - $112K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16.4KClosed |
$162K - $169K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.85KNew |
$37.9K - $39.6K
|
3.85K
$31.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.9KClosed |
$353K - $369K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$135K - $141K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Penbrook Management LLC
|
BUY
|
- |
57.4K+ 36.72% |
$552K - $577K
|
214K
$1.75M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
519New |
$4.99K - $5.22K
|
519
$4.26K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.3KClosed |
$98.3K - $105K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494Closed |
$4.69K - $4.99K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-878Closed |
$8.34K - $8.88K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$24K - $25.3K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.35KClosed |
$42.7K - $44.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-4.72KClosed |
$46.3K - $48.8K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Cim, LLC
|
BUY
|
- |
14KNew |
$136K - $149K
|
14K
$115K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.2KClosed |
$19.4K - $21.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-23- 1.53% |
$197 - $247
|
1.48K
$12.1K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5KClosed |
$42.9K - $53.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.2KClosed |
$244K - $256K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-16.3KClosed |
$164K - $172K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1KClosed |
$9.79K - $10.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.3KClosed |
$12.2K - $13.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8KClosed |
$96.1K - $103K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11KNew |
$101K - $105K
|
11K
$90.3K
|
|