Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.5K+ 360.87% |
$625K - $655K
|
100K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.3K+ 9.63% |
$257K - $269K
|
367K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.5K+ 11.52% |
$171K - $180K
|
208K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
15KNew |
$119K - $125K
|
15K
$128K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 4.73% |
$102K - $107K
|
284K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.22K+ 71.32% |
$57.5K - $60.3K
|
17.3K
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.88K+ 4.53% |
$38.8K - $40.7K
|
112K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.74K+ 7.42% |
$37.8K - $39.6K
|
68.7K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.63K+ 33.22% |
$36.8K - $38.6K
|
18.6K
$158K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.69KNew |
$13.4K - $14.1K
|
1.69K
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5KNew |
$11.9K - $12.5K
|
1.5K
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4KNew |
$11.1K - $11.7K
|
1.4K
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.93% |
$10.1K - $10.6K
|
33.7K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.35% |
$7.96K - $8.35K
|
24K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
890New |
$7.08K - $7.43K
|
890
$7.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
737+ 1.55% |
$5.87K - $6.15K
|
48.3K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315+ 0.44% |
$2.51K - $2.63K
|
71.7K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
130+ 0.72% |
$1.03K - $1.09K
|
18.1K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
105+ 0.39% |
$836 - $877
|
27.1K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47+ 1.07% |
$374 - $392
|
4.43K
$37.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-592- 3.3% |
$4.71K - $4.94K
|
17.3K
$148K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 5.97% |
$11.9K - $12.5K
|
23.6K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.55K- 7.78% |
$44.1K - $46.3K
|
65.8K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.45K- 13.9% |
$51.3K - $53.9K
|
40K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.5K- 1.85% |
$108K - $113K
|
717K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-20K- 26.34% |
$159K - $167K
|
56K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-20.4K- 8.09% |
$162K - $170K
|
232K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 5.35% |
$237K - $249K
|
527K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.8K- 79.38% |
$667K - $699K
|
21.8K
$186K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150K- 14.68% |
$1.19M - $1.25M
|
872K
$7.44M
|
|