Institutional Ownership Nuveen New York Municipal Value Fund (NNY)
This table provides information about the institutional ownership of Nuveen New York Municipal Value Fund (NNY). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 5.48 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,944
shares
|
$191,791
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
21,000
shares
|
$168,210
0.0% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
20,324
shares
|
$162,795
0.0% of portfolio
|
Q4 2024
Reduced 56.46%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,198
shares
|
$137,755
0.02% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
14,049
shares
|
$112,532
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
12,500
shares
|
$100,125
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
12,500
shares
|
$100,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,402
shares
|
$99,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
12,000
shares
|
$96,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
11,393
shares
|
$91,257
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
10,120
shares
|
$81,061
0.03% of portfolio
|
Q3 2024
Reduced 64.02%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$80,100
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$80,100
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
4,384
shares
|
$35,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,000
shares
|
$32,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,400
shares
|
$19,224
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,388
shares
|
$19,127
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$12,015
0.0% of portfolio
|
Q1 2020
Reduced 1.53%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,054
shares
|
$8,442
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
519
shares
|
$4,157
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
300
shares
|
$2,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
284
shares
|
$2,274
0.0% of portfolio
|
Q4 2024
Added 184.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|