Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
848KNew |
$6.77M - $7.35M
|
848K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
119K+ 13.23% |
$947K - $1.03M
|
1.02M
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
95.1KNew |
$759K - $825K
|
95.1K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
73.5KNew |
$587K - $638K
|
73.5K
$608K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
68.1K+ 68.34% |
$543K - $590K
|
168K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.4KNew |
$370K - $402K
|
46.4K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
42.4K+ 6.38% |
$338K - $367K
|
706K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.4KNew |
$210K - $229K
|
26.4K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.4KNew |
$195K - $212K
|
24.4K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20K+ 6.28% |
$159K - $173K
|
338K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$99K - $108K
|
12.4K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12KNew |
$95.8K - $104K
|
12K
$99.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
10KNew |
$79.8K - $86.7K
|
10K
$82.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 10.47% |
$23.9K - $26K
|
31.7K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 2.83% |
$14.2K - $15.5K
|
64.7K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 3.86% |
$11.5K - $12.5K
|
38.7K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
734+ 4.46% |
$5.86K - $6.36K
|
17.2K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
184+ 184.0% |
$1.47K - $1.6K
|
284
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-949- 3.55% |
$7.57K - $8.23K
|
25.8K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48K- 5.81% |
$11.8K - $12.8K
|
23.9K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 9.29% |
$17.2K - $18.6K
|
21K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.37K- 7.45% |
$18.9K - $20.5K
|
29.4K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.65K- 3.34% |
$21.1K - $22.9K
|
76.7K
$634K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.29K- 7.96% |
$34.2K - $37.2K
|
49.6K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.4K- 24.29% |
$83.2K - $90.4K
|
32.5K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 7.16% |
$170K - $185K
|
276K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.4K- 56.46% |
$210K - $228K
|
20.3K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 7.87% |
$388K - $421K
|
569K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-68.1K- 24.05% |
$544K - $591K
|
215K
$1.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-743K- 87.57% |
$5.93M - $6.44M
|
105K
$872K
|