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Nuveen New York Municipal Valu (NNY) Institutional Ownership

Nuveen New York Municipal Valu logo
$8.02 -0.02 (-0.25%)
Closing price 03:58 PM Eastern
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$8.02 0.00 (0.00%)
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)
11
Total
Institutional Outflows
(last 12 months)
$3.54M
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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
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%
5/16/2025 1607 Capital Partners LLC730,465$6.03M0.5%+3.5%3.868%
5/15/2025 Tortoise Investment Management LLC1,022,429$8.45M0.9%+0.7%5.414%
5/15/2025 Landscape Capital Management L.L.C.14,860$123K0.0%-13.6%0.079%
5/13/2025 Leigh Baldwin & CO. LLC107,592$889K0.7%+2.0%0.570%
5/12/2025 Wolverine Asset Management LLC119,374$986K0.0%-28.8%0.632%
5/8/2025 XTX Topco Ltd10,492$87K0.0%N/A0.056%
4/17/2025 Grove Bank & Trust4,000$33K0.0%N/A0.021%
4/16/2025 Opal Wealth Advisors LLC4,384$36K0.0%N/A0.023%
4/10/2025 Breakwater Capital Group71,306$589K0.1%-7.1%0.378%
4/10/2025 Hennion & Walsh Asset Management Inc.186,808$1.54M0.1%-13.2%0.989%
2/25/2025 Leigh Baldwin & CO. LLC105,440$848K0.5%N/A0.558%
2/17/2025 Nomura Holdings Inc.24,409$196K0.0%N/A0.129%
2/17/2025 Logan Stone Capital LLC95,116$765K0.3%N/A0.504%
2/17/2025 Bank of America Corp DE20,324$163K0.0%-56.5%0.108%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.73,535$591K0.4%N/A0.389%
2/14/2025 Stifel Financial Corp38,712$311K0.0%+3.9%0.205%
2/13/2025 1607 Capital Partners LLC705,978$5.68M0.5%+6.4%3.737%
2/13/2025 Guggenheim Capital LLC337,840$2.72M0.0%+6.3%1.788%
2/13/2025 Raymond James Financial Inc.46,417$373K0.0%N/A0.246%
2/13/2025 Wells Fargo & Company MN64,720$521K0.0%+2.8%0.343%
2/11/2025 LPL Financial LLC49,598$399K0.0%-8.0%0.263%
2/7/2025 Tortoise Investment Management LLC1,015,670$8.17M0.9%+13.2%5.377%
2/6/2025 Raymond James Financial Inc.46,417$373K0.0%N/A0.246%
2/6/2025 Steward Partners Investment Advisory LLC21,000$169K0.0%-9.3%0.111%
2/3/2025 Wolverine Asset Management LLC167,757$1.35M0.0%+68.3%0.888%
1/28/2025 Pacific Wealth Strategies Group Inc.10,000$80K0.1%N/A0.053%
1/15/2025 Hennion & Walsh Asset Management Inc.215,137$1.73M0.1%-24.1%1.139%
1/14/2025 Breakwater Capital Group76,715$617K0.1%-3.3%0.406%
11/15/2024 Stifel Financial Corp37,272$321K0.0%+4.4%0.197%
11/9/2024 Landscape Capital Management L.L.C.16,464$142K0.0%-59.5%0.087%
11/4/2024 Wolverine Asset Management LLC99,656$858K0.0%-13.2%0.528%
10/29/2024 Realta Investment Advisors10,120$86K0.0%-64.0%0.054%
10/23/2024 Hennion & Walsh Asset Management Inc.283,266$2.44M0.1%-7.1%1.500%
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10/22/2024 International Assets Investment Management LLC24,461$211K0.0%+761.0%0.130%
8/15/2024 Drucker Wealth 3.0 LLC12,500$104K0.0%N/A0.066%
8/2/2024 Wolverine Asset Management LLC114,877$952K0.0%+58.4%0.608%
8/2/2024 Tortoise Investment Management LLC909,458$7.54M0.9%+7.1%4.816%
7/26/2024 Breakwater Capital Group77,836$645K0.1%-34.6%0.412%
7/24/2024 Herold Advisors Inc.31,668$263K0.1%+10.8%0.168%
7/20/2024 Hennion & Walsh Asset Management Inc.304,922$2.53M0.1%+2.8%1.614%
7/12/2024 Opal Wealth Advisors LLC4,249$35K0.0%N/A0.022%
4/18/2024 Breakwater Capital Group119,063$991K0.2%+28.9%0.630%
4/17/2024 Hennion & Walsh Asset Management Inc.296,497$2.47M0.1%+16.9%1.570%
2/29/2024 Tortoise Investment Management LLC777,777$6.44M0.9%+35.7%4.117%
2/23/2024 Cim LLC14,049$118K0.0%N/A0.074%
2/13/2024 1607 Capital Partners LLC797,958$6.61M0.5%+12.2%4.224%
2/8/2024 Tortoise Investment Management LLC783,865$6.61M0.9%+36.8%4.150%
2/7/2024 Johnson Investment Counsel Inc.15,529$129K0.0%-21.5%0.082%
2/2/2024 Herold Advisors Inc.28,512$236K0.1%+10.2%0.151%
2/1/2024 Wolverine Asset Management LLC63,169$523K0.0%N/A0.334%
1/30/2024 Tyche Wealth Partners LLC11,393$94K0.0%N/A0.060%
1/24/2024 Breakwater Capital Group92,389$766K0.2%+93.5%0.489%
1/22/2024 Melfa Wealth Management LLC29,908$248K0.2%-4.8%0.158%
1/16/2024Raymond James & Associates46,796$387K0.0%+3.4%0.248%
11/15/2023 1607 Capital Partners LLC710,955$5.70M0.4%+0.4%3.764%
11/9/2023 UBS Group AG456,885$3.66M0.0%+8.1%2.419%
11/6/2023 Breakwater Capital Group47,752$368K0.1%N/A0.253%
10/27/2023 Hennion & 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%
10/23/2023 Commonwealth Equity Services LLC16,173$130K0.0%N/A0.086%
8/11/2023 Guggenheim Capital LLC378,315$3.20M0.0%+2.6%2.003%
8/10/2023 Johnson Investment Counsel Inc.19,779$167K0.0%N/A0.105%
8/7/2023 Tortoise Investment Management LLC549,838$4.65M0.7%-1.9%2.911%
7/31/2023 LPL Financial LLC52,327$442K0.0%+29.6%0.277%
7/28/2023 Carson Advisory Inc.141,371$1.65M0.9%N/A0.748%
7/27/2023 Carson Advisory Inc.141,371$1.65M1.4%N/A0.749%
7/27/2023 Opal Wealth Advisors LLC14,566$123K0.1%+43.9%0.077%
7/25/2023Raymond James & Associates39,353$333K0.0%-7.3%0.208%
7/11/2023 Evanson Asset Management LLC11,500$97K0.0%N/A0.061%
5/11/2023 Guggenheim Capital LLC368,829$3.22M0.0%+21.5%1.953%
5/9/2023 Wealthspire Advisors LLC25,500$222K0.0%-17.7%0.135%
5/9/2023 Tortoise Investment Management LLC560,474$4.89M0.8%+47.9%2.967%
4/28/2023 Janney Montgomery Scott LLC20,910$182K0.0%-8.3%0.111%
4/20/2023 Hennion & 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%
2/9/2023 Tocqueville Asset Management L.P.49,386$408K0.0%-23.1%0.261%
2/8/2023 UBS Group AG338,895$2.80M0.0%+14.3%1.794%
2/7/2023 IFP Advisors Inc28,120$263K0.0%-33.5%0.149%
2/3/2023 Tortoise Investment Management LLC378,993$3.13M0.5%+4.1%2.006%
2/3/2023 Opal Wealth Advisors LLC10,125$84K0.0%N/A0.054%
1/31/2023 Melfa Wealth Management LLC31,408$259K0.3%N/A0.166%
1/30/2023 International Assets Investment Management LLC20,356$168K0.0%N/A0.108%
1/20/2023 Avestar Capital LLC10,000$83K0.0%N/A0.053%
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)

For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.tc pixel

Click here to get your free advisor matches and start planning your legacy today.
1/12/2023 Hennion & Walsh Asset Management Inc.101,427$838K0.1%+172.4%0.537%
1/9/2023 MinichMacGregor Wealth Management LLC2,983$25K0.0%N/A0.016%
11/15/2022 1607 Capital Partners LLC299,276$2.44M0.2%+19.0%1.584%
11/14/2022 Guggenheim Capital LLC227,522$1.86M0.0%+16.3%1.205%
11/14/2022 Mariner Investment Group LLC60,661$495K0.6%+31.7%0.321%
11/14/2022 Hennion & Walsh Asset Management Inc.37,235$304K0.0%N/A0.197%
11/10/2022 UBS Group AG296,435$2.42M0.0%+7.7%1.569%
11/8/2022 IFP Advisors Inc42,260$395K0.0%N/A0.224%
11/4/2022 Tortoise Investment Management LLC364,110$2.97M0.6%+6.2%1.928%
11/1/2022 Kestra Advisory Services LLC10,798$88K0.0%-48.9%0.057%
(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, 34 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 11 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 430,634 shares in the last 24 months. This volume of shares sold represents approximately $3.54M in transactions.


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This page (NYSE:NNY) was last updated on 8/28/2025 by MarketBeat.com Staff
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