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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.5KNew |
$102K - $106K
|
12.5K
$107K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5New |
$38.3 - $41.4
|
5
$42.7
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.25K- 21.49% |
$32.5K - $35.2K
|
15.5K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.75K- 29.36% |
$36.3K - $39.4K
|
11.4K
$97.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4KNew |
$87.2K - $94.4K
|
11.4K
$97.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.5K- 4.78% |
$11.5K - $12.4K
|
29.9K
$255K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4KNew |
$98.3K - $107K
|
12.4K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.4KNew |
$19.1K - $20.7K
|
2.4K
$20.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$105K - $114K
|
13.2K
$113K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10KNew |
$83.5K - $87K
|
10K
$85.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
141KNew |
$1.18M - $1.23M
|
141K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$96K - $100K
|
11.5K
$98.1K
|
|
| 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
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-27.6K- 55.01% |
$228K - $244K
|
22.5K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.5K- 17.74% |
$45.5K - $48.7K
|
25.5K
$218K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$99.4K - $105K
|
12.4K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-14.8K- 24.4% |
$119K - $125K
|
45.9K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.39KNew |
$19.1K - $20.2K
|
2.39K
$20.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 23.13% |
$119K - $125K
|
49.4K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.1K- 33.46% |
$113K - $119K
|
28.1K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
10KNew |
$80.1K - $84.4K
|
10K
$85.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$23.9K - $25.2K
|
2.98K
$25.4K
|
|
| Q3 2022 | |||||||
|
Aug 13, 2025
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
12.6KNew |
$103K - $113K
|
12.6K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-300- 2.74% |
$2.45K - $2.69K
|
10.7K
$90.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$98.8K - $108K
|
12.1K
$103K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$86.7K - $95.3K
|
10.6K
$90.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-847- 0.57% |
$6.91K - $7.59K
|
147K
$1.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$8.6K - $9.44K
|
1.05K
$8.99K
|
|
| 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
$92.8K
|
|
|
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 | |||||||
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
525+ 216.94% |
$4.74K - $5.14K
|
767
$6.54K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.13KNew |
$73.3K - $79.6K
|
8.13K
$69.3K
|
|
| 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
$32.8K
|
|
|
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
$1.82M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
519New |
$4.99K - $5.22K
|
519
$4.43K
|
|
| 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
$120K
|
|