Nuveen New York Municipal Value Fund (NNY) Institutional Ownership

$8.31

0.00 (0.00%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 22.57%
Number of Institutional Buyers (last 12 months): 16
Total Institutional Inflows (last 12 months): $10.03M

Number of Institutional Sellers (last 12 months): 3
Total Institutional Outflows (last 12 months): $137.48K

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NNY Institutional Buying and Selling by Quarter

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Nuveen New York Municipal Value Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/24/2024	Herold Advisors Inc.	31,668	$263K	0.1%	+10.8%	0.168%
7/20/2024	Hennion & Walsh Asset Management Inc.	304,922	$2.53M	0.1%	+2.8%	1.614%
7/12/2024	Opal Wealth Advisors LLC	4,249	$35K	0.0%	N/A	0.022%
4/18/2024	Breakwater Capital Group	119,063	$991K	0.2%	+28.9%	0.630%
4/17/2024	Hennion & Walsh Asset Management Inc.	296,497	$2.47M	0.1%	+16.9%	1.570%
2/29/2024	Tortoise Investment Management LLC	777,777	$6.44M	0.9%	+35.7%	4.117%
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2/23/2024	Cim LLC	14,049	$118K	0.0%	N/A	0.074%
2/13/2024	1607 Capital Partners LLC	797,958	$6.61M	0.5%	+12.2%	4.224%
2/8/2024	Tortoise Investment Management LLC	783,865	$6.61M	0.9%	+36.8%	4.150%
2/7/2024	Johnson Investment Counsel Inc.	15,529	$129K	0.0%	-21.5%	0.082%
2/2/2024	Herold Advisors Inc.	28,512	$236K	0.1%	+10.2%	0.151%
2/1/2024	Wolverine Asset Management LLC	63,169	$523K	0.0%	N/A	0.334%
1/30/2024	Tyche Wealth Partners LLC	11,393	$94K	0.0%	N/A	0.060%
1/24/2024	Breakwater Capital Group	92,389	$766K	0.2%	+93.5%	0.489%
1/22/2024	Melfa Wealth Management LLC	29,908	$248K	0.2%	-4.8%	0.158%
1/16/2024	Raymond James & Associates	46,796	$387K	0.0%	+3.4%	0.248%
11/15/2023	1607 Capital Partners LLC	710,955	$5.70M	0.4%	+0.4%	3.764%
11/9/2023	UBS Group AG	456,885	$3.66M	0.0%	+8.1%	2.419%
11/6/2023	Breakwater Capital Group	47,752	$368K	0.1%	N/A	0.253%
10/27/2023	Hennion & Walsh Asset Management Inc.	239,108	$1.92M	0.1%	+25.2%	1.266%
10/24/2023	Raymond James & Associates	45,246	$362K	0.0%	+15.0%	0.240%
10/23/2023	Commonwealth Equity Services LLC	16,173	$130K	0.0%	N/A	0.086%
8/11/2023	Guggenheim Capital LLC	378,315	$3.20M	0.0%	+2.6%	2.003%
8/10/2023	Johnson Investment Counsel Inc.	19,779	$167K	0.0%	N/A	0.105%
8/7/2023	Tortoise Investment Management LLC	549,838	$4.65M	0.7%	-1.9%	2.911%
7/31/2023	LPL Financial LLC	52,327	$442K	0.0%	+29.6%	0.277%
7/28/2023	Carson Advisory Inc.	141,371	$1.65M	0.9%	N/A	0.748%
7/27/2023	Carson Advisory Inc.	141,371	$1.65M	1.4%	N/A	0.749%
7/27/2023	Opal Wealth Advisors LLC	14,566	$123K	0.1%	+43.9%	0.077%
7/25/2023	Raymond James & Associates	39,353	$333K	0.0%	-7.3%	0.208%
7/11/2023	Evanson Asset Management LLC	11,500	$97K	0.0%	N/A	0.061%
5/11/2023	Guggenheim Capital LLC	368,829	$3.22M	0.0%	+21.5%	1.953%
5/9/2023	Wealthspire Advisors LLC	25,500	$222K	0.0%	-17.7%	0.135%
5/9/2023	Tortoise Investment Management LLC	560,474	$4.89M	0.8%	+47.9%	2.967%
4/28/2023	Janney Montgomery Scott LLC	20,910	$182K	0.0%	-8.3%	0.111%
4/20/2023	Hennion & Walsh Asset Management Inc.	169,150	$1.48M	0.1%	+66.8%	0.895%
4/14/2023	Raymond James & Associates	42,455	$370K	0.0%	+13.7%	0.225%
2/9/2023	Tocqueville Asset Management L.P.	49,386	$408K	0.0%	-23.1%	0.261%
2/8/2023	UBS Group AG	338,895	$2.80M	0.0%	+14.3%	1.794%
2/7/2023	IFP Advisors Inc	28,120	$263K	0.0%	-33.5%	0.149%
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2/3/2023	Tortoise Investment Management LLC	378,993	$3.13M	0.5%	+4.1%	2.006%
2/3/2023	Opal Wealth Advisors LLC	10,125	$84K	0.0%	N/A	0.054%
1/31/2023	Melfa Wealth Management LLC	31,408	$259K	0.3%	N/A	0.166%
1/30/2023	International Assets Investment Management LLC	20,356	$168K	0.0%	N/A	0.108%
1/20/2023	Avestar Capital LLC	10,000	$83K	0.0%	N/A	0.053%
1/12/2023	Hennion & Walsh Asset Management Inc.	101,427	$838K	0.1%	+172.4%	0.537%
1/9/2023	MinichMacGregor Wealth Management LLC	2,983	$25K	0.0%	N/A	0.016%
11/15/2022	1607 Capital Partners LLC	299,276	$2.44M	0.2%	+19.0%	1.584%
11/14/2022	Guggenheim Capital LLC	227,522	$1.86M	0.0%	+16.3%	1.205%
11/14/2022	Mariner Investment Group LLC	60,661	$495K	0.6%	+31.7%	0.321%
11/14/2022	Hennion & Walsh Asset Management Inc.	37,235	$304K	0.0%	N/A	0.197%
11/10/2022	UBS Group AG	296,435	$2.42M	0.0%	+7.7%	1.569%
11/8/2022	IFP Advisors Inc	42,260	$395K	0.0%	N/A	0.224%
11/4/2022	Tortoise Investment Management LLC	364,110	$2.97M	0.6%	+6.2%	1.928%
11/1/2022	Kestra Advisory Services LLC	10,798	$88K	0.0%	-48.9%	0.057%
10/25/2022	Janney Montgomery Scott LLC	22,033	$180K	0.0%	+15.8%	0.117%
8/15/2022	Karpus Management Inc.	10,956	$93K	0.0%	N/A	0.058%
8/13/2022	Mariner Investment Group LLC	46,049	$392K	0.4%	N/A	0.244%
8/10/2022	Fiera Capital Corp	147,948	$1.26M	0.0%	+1.4%	0.783%
8/9/2022	Wealthspire Advisors LLC	31,000	$264K	0.0%	N/A	0.164%
8/3/2022	Tortoise Investment Management LLC	342,870	$2.92M	0.6%	-4.6%	1.815%
8/3/2022	Janney Montgomery Scott LLC	19,033	$159K	0.0%	-19.1%	0.101%
5/17/2022	1607 Capital Partners LLC	99,271	$895K	0.1%	+247.8%	0.652%
5/9/2022	Fiera Capital Corp	145,964	$1.32M	0.0%	+184.8%	0.958%
5/6/2022	Tortoise Investment Management LLC	359,403	$3.24M	0.6%	+17.2%	2.359%
4/26/2022	Kestra Advisory Services LLC	20,963	$189K	0.0%	+11.1%	0.138%
4/20/2022	GPS Wealth Strategies Group LLC	8,130	$73K	0.0%	N/A	0.053%
2/14/2022	Guggenheim Capital LLC	132,689	$1.31M	0.0%	+149.3%	0.871%
2/10/2022	Tortoise Investment Management LLC	306,685	$3.02M	0.6%	+27.7%	2.013%
2/8/2022	Fiera Capital Corp	51,251	$505K	0.0%	N/A	0.336%
2/4/2022	St. James Investment Advisors LLC	9,025	$89K	0.1%	N/A	0.059%
1/31/2022	Opal Wealth Advisors LLC	10,125	$100K	0.1%	N/A	0.066%
1/20/2022	Kestra Advisory Services LLC	18,866	$186K	0.0%	-58.1%	0.124%
11/16/2021	Cetera Advisor Networks LLC	17,500	$175K	0.0%	N/A	0.115%
11/15/2021	Rivernorth Capital Management LLC	63,139	$633K	0.0%	-32.9%	0.414%
11/15/2021	Guggenheim Capital LLC	53,218	$533K	0.0%	+40.6%	0.349%
11/15/2021	Wealthspire Advisors LLC	31,000	$311K	0.0%	N/A	0.203%
11/15/2021	Cohen & Steers Inc.	10,956	$110K	0.0%	-50.1%	0.072%
11/5/2021	Truist Financial Corp	12,809	$128K	0.0%	+10.8%	0.084%
11/5/2021	Advisor Group Holdings Inc.	6,465	$65K	0.0%	-17.5%	0.042%
11/4/2021	Tortoise Investment Management LLC	240,196	$2.41M	0.5%	+4.9%	1.577%
11/3/2021	Herold Advisors Inc.	23,185	$232K	0.1%	N/A	0.152%
11/2/2021	Raymond James & Associates	31,655	$317K	0.0%	+54.8%	0.208%
10/19/2021	Kestra Advisory Services LLC	45,036	$451K	0.0%	+23.5%	0.296%
8/18/2021	Colony Group LLC	10,860	$109K	0.0%	N/A	0.071%
8/16/2021	Rivernorth Capital Management LLC	94,055	$946K	0.1%	N/A	0.617%
8/16/2021	Royal Bank of Canada	35,606	$358K	0.0%	+151.3%	0.234%
8/16/2021	1607 Capital Partners LLC	41,981	$422K	0.0%	+159.4%	0.276%
8/16/2021	MML Investors Services LLC	11,708	$118K	0.0%	N/A	0.077%
8/13/2021	LPL Financial LLC	40,323	$406K	0.0%	N/A	0.265%
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8/12/2021	Ackerman Capital Advisors LLC	35,853	$361K	0.1%	+172.3%	0.235%
8/12/2021	Relative Value Partners Group LLC	16,423	$166K	0.0%	N/A	0.108%
8/10/2021	Cambridge Investment Research Advisors Inc.	50,027	$503K	0.0%	+10.3%	0.328%
8/10/2021	Citigroup Inc.	15,315	$154K	0.0%	+31.6%	0.101%
8/10/2021	Rockefeller Capital Management L.P.	5,455	$54K	0.0%	N/A	0.036%
8/3/2021	Landscape Capital Management L.L.C.	18,675	$188K	0.0%	+48.2%	0.123%
8/2/2021	Advisor Group Holdings Inc.	7,833	$80K	0.0%	+107.0%	0.051%
8/1/2021	Tortoise Investment Management LLC	229,022	$2.30M	0.5%	+2,248.9%	1.504%
7/31/2021	Morris Retirement Advisors LLC	10,569	$106K	0.1%	N/A	0.069%
7/31/2021	Penbrook Management LLC	213,727	$2.15M	1.3%	+36.7%	1.403%

(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, 29 institutional investors and hedge funds held shares of Nuveen New York Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($6.61M), Tortoise Investment Management LLC ($6.44M), UBS Group AG ($3.66M), Guggenheim Capital LLC ($3.20M), Hennion & Walsh Asset Management Inc. ($2.53M), Carson Advisory Inc. ($1.65M), and Fiera Capital Corp ($1.26M).Learn more on NNY's institutional investors.
What percentage of Nuveen New York Municipal Value Fund stock is owned by institutional investors?: 22.57% of Nuveen New York Municipal Value Fund stock is owned by institutional investors. Learn more on NNY's institutional investor holdings.
Which institutional investors have been buying Nuveen New York Municipal Value Fund stock?: Of the 27 institutional investors that purchased Nuveen New York Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Investment Management LLC ($633.33K), Carson Advisory Inc. ($282.74K), Hennion & Walsh Asset Management Inc. ($268.65K), 1607 Capital Partners LLC ($137.95K), Breakwater Capital Group ($119.06K), Guggenheim Capital LLC ($106.74K), and UBS Group AG ($97.75K).

How much institutional buying is happening at Nuveen New York Municipal Value Fund?: Institutional investors have bought a total of 2,045,934 shares in the last 24 months. This purchase volume represents approximately $17.09M in transactions.
Which Nuveen New York Municipal Value Fund major shareholders have been selling company stock?: Of the 10 institutional investors that sold Nuveen New York Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Breakwater Capital Group ($41.23K), Tortoise Investment Management LLC ($27.17K), Tocqueville Asset Management L.P. ($14.86K), IFP Advisors Inc ($14.14K), Kestra Advisory Services LLC ($10.33K), Janney Montgomery Scott LLC ($6.40K), and Wealthspire Advisors LLC ($5.50K).
How much institutional selling is happening at Nuveen New York Municipal Value Fund?: Institutional investors have sold a total of 128,475 shares in the last 24 months. This volume of shares sold represents approximately $1.07M in transactions.