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Nuveen New York Municipal Valu (NNY) Institutional Ownership

Nuveen New York Municipal Valu logo
$8.38 +0.02 (+0.24%)
Closing price 03:59 PM Eastern
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$8.38 -0.01 (-0.06%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen New York Municipal Valu (NYSE:NNY)

Current
Institutional Ownership
Percentage
22.50%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$6.33M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.58M
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NNY Institutional Buying and Selling by Quarter

Nuveen New York Municipal Valu Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.100,254$813K0.0%-5.0%0.531%
8/14/2025 Raymond James Financial Inc.39,967$324K0.0%-13.9%0.212%
8/14/2025 BCS Private Wealth Management Inc.15,000$122K0.0%N/A0.079%
8/13/2025 Guggenheim Capital LLC367,343$2.98M0.0%+9.6%1.945%
8/8/2025 Tortoise Investment Management LLC872,360$7.08M0.7%-14.7%4.619%
7/22/2025 Realta Investment Advisors17,338$141K0.1%+71.3%0.092%
7/17/2025 Janney Montgomery Scott LLC23,635$192K0.0%-6.0%0.125%
7/9/2025 Breakwater Capital Group65,761$533K0.1%-7.8%0.348%
5/16/20251607 Capital Partners LLC730,465$6.03M0.5%+3.5%3.868%
5/15/2025Tortoise Investment Management LLC1,022,429$8.45M0.9%+0.7%5.414%
5/15/2025Landscape Capital Management L.L.C.14,860$123K0.0%-13.6%0.079%
5/13/2025Leigh Baldwin & CO. LLC107,592$889K0.7%+2.0%0.570%
5/12/2025Wolverine Asset Management LLC119,374$986K0.0%-28.8%0.632%
5/8/2025XTX Topco Ltd10,492$87K0.0%N/A0.056%
4/17/2025Grove Bank & Trust4,000$33K0.0%N/A0.021%
4/16/2025Opal Wealth Advisors LLC4,384$36K0.0%N/A0.023%
4/10/2025Breakwater Capital Group71,306$589K0.1%-7.1%0.378%
4/10/2025Hennion & Walsh Asset Management Inc.186,808$1.54M0.1%-13.2%0.989%
2/25/2025Leigh Baldwin & CO. LLC105,440$848K0.5%N/A0.558%
2/17/2025Nomura Holdings Inc.24,409$196K0.0%N/A0.129%
2/17/2025Logan Stone Capital LLC95,116$765K0.3%N/A0.504%
2/17/2025Bank of America Corp DE20,324$163K0.0%-56.5%0.108%
2/14/2025Marshall & Sterling Wealth Advisors Inc.73,535$591K0.4%N/A0.389%
2/14/2025Stifel Financial Corp38,712$311K0.0%+3.9%0.205%
2/13/20251607 Capital Partners LLC705,978$5.68M0.5%+6.4%3.737%
2/13/2025Guggenheim Capital LLC337,840$2.72M0.0%+6.3%1.788%
2/13/2025Raymond James Financial Inc.46,417$373K0.0%N/A0.246%
2/13/2025Wells Fargo & Company MN64,720$521K0.0%+2.8%0.343%
2/11/2025LPL Financial LLC49,598$399K0.0%-8.0%0.263%
2/7/2025Tortoise Investment Management LLC1,015,670$8.17M0.9%+13.2%5.377%
2/6/2025Raymond James Financial Inc.46,417$373K0.0%N/A0.246%
2/6/2025Steward Partners Investment Advisory LLC21,000$169K0.0%-9.3%0.111%
2/3/2025Wolverine Asset Management LLC167,757$1.35M0.0%+68.3%0.888%
1/28/2025Pacific Wealth Strategies Group Inc.10,000$80K0.1%N/A0.053%
1/15/2025Hennion & Walsh Asset Management Inc.215,137$1.73M0.1%-24.1%1.139%
1/14/2025Breakwater Capital Group76,715$617K0.1%-3.3%0.406%
11/15/2024Stifel Financial Corp37,272$321K0.0%+4.4%0.197%
11/9/2024Landscape Capital Management L.L.C.16,464$142K0.0%-59.5%0.087%
11/4/2024Wolverine Asset Management LLC99,656$858K0.0%-13.2%0.528%
10/29/2024Realta Investment Advisors10,120$86K0.0%-64.0%0.054%
10/23/2024Hennion & Walsh Asset Management Inc.283,266$2.44M0.1%-7.1%1.500%
10/22/2024International Assets Investment Management LLC24,461$211K0.0%+761.0%0.130%
8/15/2024Drucker Wealth 3.0 LLC12,500$104K0.0%N/A0.066%
8/2/2024Wolverine Asset Management LLC114,877$952K0.0%+58.4%0.608%
8/2/2024Tortoise Investment Management LLC909,458$7.54M0.9%+7.1%4.816%
7/26/2024Breakwater Capital Group77,836$645K0.1%-34.6%0.412%
7/24/2024Herold Advisors Inc.31,668$263K0.1%+10.8%0.168%
7/20/2024Hennion & Walsh Asset Management Inc.304,922$2.53M0.1%+2.8%1.614%
7/12/2024Opal Wealth Advisors LLC4,249$35K0.0%N/A0.022%
4/18/2024Breakwater Capital Group119,063$991K0.2%+28.9%0.630%
4/17/2024Hennion & Walsh Asset Management Inc.296,497$2.47M0.1%+16.9%1.570%
2/29/2024Tortoise Investment Management LLC777,777$6.44M0.9%+35.7%4.117%
2/23/2024Cim LLC14,049$118K0.0%N/A0.074%
2/13/20241607 Capital Partners LLC797,958$6.61M0.5%+12.2%4.224%
2/8/2024Tortoise Investment Management LLC783,865$6.61M0.9%+36.8%4.150%
2/7/2024Johnson Investment Counsel Inc.15,529$129K0.0%-21.5%0.082%
2/2/2024Herold Advisors Inc.28,512$236K0.1%+10.2%0.151%
2/1/2024Wolverine Asset Management LLC63,169$523K0.0%N/A0.334%
1/30/2024Tyche Wealth Partners LLC11,393$94K0.0%N/A0.060%
1/24/2024Breakwater Capital Group92,389$766K0.2%+93.5%0.489%
1/22/2024Melfa Wealth Management LLC29,908$248K0.2%-4.8%0.158%
1/16/2024Raymond James & Associates46,796$387K0.0%+3.4%0.248%
11/15/20231607 Capital Partners LLC710,955$5.70M0.4%+0.4%3.764%
11/9/2023UBS Group AG456,885$3.66M0.0%+8.1%2.419%
11/6/2023Breakwater Capital Group47,752$368K0.1%N/A0.253%
10/27/2023Hennion & Walsh Asset Management Inc.239,108$1.92M0.1%+25.2%1.266%
10/24/2023Raymond James & Associates45,246$362K0.0%+15.0%0.240%
10/23/2023Commonwealth Equity Services LLC16,173$130K0.0%N/A0.086%
8/11/2023Guggenheim Capital LLC378,315$3.20M0.0%+2.6%2.003%
8/10/2023Johnson Investment Counsel Inc.19,779$167K0.0%N/A0.105%
8/7/2023Tortoise Investment Management LLC549,838$4.65M0.7%-1.9%2.911%
7/31/2023LPL Financial LLC52,327$442K0.0%+29.6%0.277%
7/28/2023Carson Advisory Inc.141,371$1.65M0.9%N/A0.748%
7/27/2023Carson Advisory Inc.141,371$1.65M1.4%N/A0.749%
7/27/2023Opal Wealth Advisors LLC14,566$123K0.1%+43.9%0.077%
7/25/2023Raymond James & Associates39,353$333K0.0%-7.3%0.208%
7/11/2023Evanson Asset Management LLC11,500$97K0.0%N/A0.061%
5/11/2023Guggenheim Capital LLC368,829$3.22M0.0%+21.5%1.953%
5/9/2023Wealthspire Advisors LLC25,500$222K0.0%-17.7%0.135%
5/9/2023Tortoise Investment Management LLC560,474$4.89M0.8%+47.9%2.967%
4/28/2023Janney Montgomery Scott LLC20,910$182K0.0%-8.3%0.111%
4/20/2023Hennion & Walsh Asset Management Inc.169,150$1.48M0.1%+66.8%0.895%
4/14/2023Raymond James & Associates42,455$370K0.0%+13.7%0.225%
2/9/2023Tocqueville Asset Management L.P.49,386$408K0.0%-23.1%0.261%
2/8/2023UBS Group AG338,895$2.80M0.0%+14.3%1.794%
2/7/2023IFP Advisors Inc28,120$263K0.0%-33.5%0.149%
2/3/2023Tortoise Investment Management LLC378,993$3.13M0.5%+4.1%2.006%
2/3/2023Opal Wealth Advisors LLC10,125$84K0.0%N/A0.054%
1/31/2023Melfa Wealth Management LLC31,408$259K0.3%N/A0.166%
1/30/2023International Assets Investment Management LLC20,356$168K0.0%N/A0.108%
1/20/2023Avestar Capital LLC10,000$83K0.0%N/A0.053%
1/12/2023Hennion & Walsh Asset Management Inc.101,427$838K0.1%+172.4%0.537%
1/9/2023MinichMacGregor Wealth Management LLC2,983$25K0.0%N/A0.016%
11/15/20221607 Capital Partners LLC299,276$2.44M0.2%+19.0%1.584%
11/14/2022Guggenheim Capital LLC227,522$1.86M0.0%+16.3%1.205%
11/14/2022Mariner Investment Group LLC60,661$495K0.6%+31.7%0.321%
11/14/2022Hennion & Walsh Asset Management Inc.37,235$304K0.0%N/A0.197%
11/10/2022UBS Group AG296,435$2.42M0.0%+7.7%1.569%
11/8/2022IFP Advisors Inc42,260$395K0.0%N/A0.224%
11/4/2022Tortoise Investment Management LLC364,110$2.97M0.6%+6.2%1.928%
(Data available from 1/1/2016 forward)

NNY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NNY shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Nuveen New York Municipal Valu. The most heavily invested institutionals were Tortoise Investment Management LLC ($7.08M), 1607 Capital Partners LLC ($6.03M), UBS Group AG ($3.66M), Guggenheim Capital LLC ($2.98M), Hennion & Walsh Asset Management Inc. ($1.54M), Wolverine Asset Management LLC ($986K), and Leigh Baldwin & CO. LLC ($889K).Learn more on Nuveen New York Municipal Valu's institutional investors.

What percentage of Nuveen New York Municipal Valu's stock is owned by institutional investors?

22.50% of Nuveen New York Municipal Valu's stock is owned by institutional investors. Learn more on NNY's institutional investor holdings.

Which institutional investors have been buying Nuveen New York Municipal Valu's stock?

Of the 27 institutional investors that purchased Nuveen New York Municipal Valu's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Investment Management LLC ($601.10K), Wolverine Asset Management LLC ($173.63K), 1607 Capital Partners LLC ($156.97K), Breakwater Capital Group ($119.06K), Leigh Baldwin & CO. LLC ($107.59K), Hennion & Walsh Asset Management Inc. ($99.50K), and Logan Stone Capital LLC ($95.12K).

How much institutional buying is happening at Nuveen New York Municipal Valu?

Institutional investors have bought a total of 783,610 shares in the last 24 months. This purchase volume represents approximately $6.33M in transactions.

Which of Nuveen New York Municipal Valu's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Nuveen New York Municipal Valu's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tortoise Investment Management LLC ($150.07K), Hennion & Walsh Asset Management Inc. ($118.11K), Wolverine Asset Management LLC ($63.60K), Landscape Capital Management L.L.C. ($26.50K), Bank of America Corp DE ($26.35K), Realta Investment Advisors ($18.01K), and Breakwater Capital Group ($13.60K).

How much institutional selling is happening at Nuveen New York Municipal Valu?

Institutional investors have sold a total of 435,885 shares in the last 24 months. This volume of shares sold represents approximately $3.58M in transactions.


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This page (NYSE:NNY) was last updated on 9/16/2025 by MarketBeat.com Staff
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