S&P 500   5,078.18 (+0.17%)
DOW   38,972.41 (-0.25%)
QQQ   437.60 (+0.24%)
AAPL   182.63 (+0.81%)
MSFT   407.48 (-0.01%)
META   487.05 (+1.10%)
GOOGL   138.88 (+0.95%)
AMZN   173.54 (-0.68%)
TSLA   199.73 (+0.17%)
NVDA   787.01 (-0.49%)
NIO   5.78 (+2.30%)
AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
F   12.00 (+0.42%)
MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)
S&P 500   5,078.18 (+0.17%)
DOW   38,972.41 (-0.25%)
QQQ   437.60 (+0.24%)
AAPL   182.63 (+0.81%)
MSFT   407.48 (-0.01%)
META   487.05 (+1.10%)
GOOGL   138.88 (+0.95%)
AMZN   173.54 (-0.68%)
TSLA   199.73 (+0.17%)
NVDA   787.01 (-0.49%)
NIO   5.78 (+2.30%)
AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
F   12.00 (+0.42%)
MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)
S&P 500   5,078.18 (+0.17%)
DOW   38,972.41 (-0.25%)
QQQ   437.60 (+0.24%)
AAPL   182.63 (+0.81%)
MSFT   407.48 (-0.01%)
META   487.05 (+1.10%)
GOOGL   138.88 (+0.95%)
AMZN   173.54 (-0.68%)
TSLA   199.73 (+0.17%)
NVDA   787.01 (-0.49%)
NIO   5.78 (+2.30%)
AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
F   12.00 (+0.42%)
MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)
S&P 500   5,078.18 (+0.17%)
DOW   38,972.41 (-0.25%)
QQQ   437.60 (+0.24%)
AAPL   182.63 (+0.81%)
MSFT   407.48 (-0.01%)
META   487.05 (+1.10%)
GOOGL   138.88 (+0.95%)
AMZN   173.54 (-0.68%)
TSLA   199.73 (+0.17%)
NVDA   787.01 (-0.49%)
NIO   5.78 (+2.30%)
AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
F   12.00 (+0.42%)
MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)

Nuveen New York Municipal Value Fund (NNY) Institutional Ownership

$8.31
-0.02 (-0.24%)
(As of 02/27/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen New York Municipal Value Fund (NYSE:NNY)

Current
Institutional Ownership
Percentage
19.70%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$11.56 M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$513,849.94
Get NNY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen New York Municipal Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NNY Institutional Buying and Selling by Quarter


Nuveen New York Municipal Value Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/23/2024Cim LLC14,049$0.12M0.0%N/A0.074%
2/14/2024Royal Bank of Canada28,383$0.24M0.0%+44.9%0.150%
2/13/20241607 Capital Partners LLC797,958$6.61M0.5%+12.2%4.224%
2/12/2024Stifel Financial Corp33,636$0.28M0.0%-29.3%0.178%
2/12/2024Steward Partners Investment Advisory LLC21,000$0.17M0.0%-5.8%0.111%
2/9/2024UBS Group AG510,030$4.22M0.0%+11.6%2.700%
2/8/2024Tortoise Investment Management LLC783,865$6.61M0.9%+36.8%4.150%
2/7/2024Johnson Investment Counsel Inc.15,529$0.13M0.0%-21.5%0.082%
2/2/2024Herold Advisors Inc.28,512$0.24M0.1%+10.2%0.151%
2/1/2024Wolverine Asset Management LLC63,169$0.52M0.0%N/A0.334%
1/30/2024Tyche Wealth Partners LLC11,393$94K0.0%N/A0.060%
1/24/2024Breakwater Capital Group92,389$0.77M0.2%+93.5%0.489%
1/22/2024Melfa Wealth Management LLC29,908$0.25M0.2%-4.8%0.158%
1/16/2024Raymond James & Associates46,796$0.39M0.0%+3.4%0.248%
11/15/20231607 Capital Partners LLC710,955$5.70M0.4%+0.4%3.764%
11/13/2023Stifel Financial Corp47,584$0.38M0.0%+3.8%0.252%
11/9/2023UBS Group AG456,885$3.66M0.0%+8.1%2.419%
11/6/2023Breakwater Capital Group47,752$0.37M0.1%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$0.36M0.0%+15.0%0.240%
10/23/2023Commonwealth Equity Services LLC16,173$0.13M0.0%N/A0.086%
8/15/2023Rivernorth Capital Management LLC266,472$2.25M0.1%-2.7%1.411%
8/15/2023Royal Bank of Canada23,089$0.20M0.0%+36.3%0.122%
8/11/2023Guggenheim Capital LLC378,315$3.20M0.0%+2.6%2.003%
8/10/2023Osaic Holdings Inc.5,300$45K0.0%-60.1%0.028%
8/10/2023Johnson Investment Counsel Inc.19,779$0.17M0.0%N/A0.105%
8/7/2023Tortoise Investment Management LLC549,838$4.65M0.7%-1.9%2.911%
7/31/2023LPL Financial LLC52,327$0.44M0.0%+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$0.12M0.1%+43.9%0.077%
7/25/2023Raymond James & Associates39,353$0.33M0.0%-7.3%0.208%
7/11/2023Evanson Asset Management LLC11,500$97K0.0%N/A0.061%
5/18/2023JPMorgan Chase & Co.4,849$42K0.0%N/A0.026%
5/16/2023Steward Partners Investment Advisory LLC20,500$0.18M0.0%-8.9%0.109%
5/12/2023Stifel Financial Corp45,723$0.40M0.0%-3.0%0.242%
5/12/2023Bank of America Corp DE22,822$0.20M0.0%+15.0%0.121%
5/12/2023UBS Group AG384,900$3.36M0.0%+13.6%2.038%
5/11/2023Guggenheim Capital LLC368,829$3.22M0.0%+21.5%1.953%
5/9/2023Wealthspire Advisors LLC25,500$0.22M0.0%-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$0.18M0.0%-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$0.37M0.0%+13.7%0.225%
2/15/2023Steward Partners Investment Advisory LLC22,500$0.19M0.0%+9.8%0.119%
2/15/2023Virtu Financial LLC12,414$0.10M0.0%N/A0.066%
2/15/2023Morgan Stanley327,304$2.70M0.0%-2.6%1.733%
2/14/2023Susquehanna International Group LLP18,385$0.15M0.0%+53.6%0.097%
2/13/2023Wells Fargo & Company MN63,294$0.52M0.0%+23.9%0.335%
2/10/2023Bank of America Corp DE19,849$0.16M0.0%-7.1%0.105%
2/10/2023Advisor Group Holdings Inc.12,823$0.11M0.0%+13.5%0.068%
2/9/2023Tocqueville Asset Management L.P.49,386$0.41M0.0%-23.1%0.261%
2/8/2023Raymond James & Associates37,355$0.31M0.0%+7.5%0.198%
2/8/2023UBS Group AG338,895$2.80M0.0%+14.3%1.794%
2/7/2023IFP Advisors Inc28,120$0.26M0.0%-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$0.26M0.3%N/A0.166%
1/30/2023International Assets Investment Management LLC20,356$0.17M0.0%N/A0.108%
1/20/2023Avestar Capital LLC10,000$83K0.0%N/A0.053%
1/12/2023Hennion & Walsh Asset Management Inc.101,427$0.84M0.1%+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$0.50M0.6%+31.7%0.321%
11/14/2022Hennion & Walsh Asset Management Inc.37,235$0.30M0.0%N/A0.197%
11/10/2022UBS Group AG296,435$2.42M0.0%+7.7%1.569%
11/8/2022IFP Advisors Inc42,260$0.40M0.0%N/A0.224%
11/4/2022Tortoise Investment Management LLC364,110$2.97M0.6%+6.2%1.928%
11/1/2022Kestra Advisory Services LLC10,798$88K0.0%-48.9%0.057%
10/25/2022Janney Montgomery Scott LLC22,033$0.18M0.0%+15.8%0.117%
8/15/2022Karpus Management Inc.10,956$93K0.0%N/A0.058%
8/13/2022Mariner Investment Group LLC46,049$0.39M0.4%N/A0.244%
8/13/2022Virtu Financial LLC10,000$85K0.0%N/A0.053%
8/11/2022UBS Group AG275,292$2.34M0.0%-8.6%1.457%
8/10/2022Fiera Capital Corp147,948$1.26M0.0%+1.4%0.783%
8/9/2022Wealthspire Advisors LLC31,000$0.26M0.0%N/A0.164%
8/3/2022Tortoise Investment Management LLC342,870$2.92M0.6%-4.6%1.815%
8/3/2022Janney Montgomery Scott LLC19,033$0.16M0.0%-19.1%0.101%
5/17/2022Royal Bank of Canada18,869$0.17M0.0%-52.3%0.124%
5/17/2022Guggenheim Capital LLC159,891$1.44M0.0%+20.5%1.050%
5/17/20221607 Capital Partners LLC99,271$0.90M0.1%+247.8%0.652%
5/16/2022Rivernorth Capital Management LLC37,934$0.34M0.0%-32.7%0.249%
5/16/2022Cohen & Steers Inc.4,956$45K0.0%-54.8%0.033%
5/16/2022UBS Group AG301,237$2.72M0.0%+11.0%1.977%
5/11/2022Raymond James & Associates34,255$0.31M0.0%+9.6%0.225%
5/9/2022Fiera Capital Corp145,964$1.32M0.0%+184.8%0.958%
5/6/2022Tortoise Investment Management LLC359,403$3.24M0.6%+17.2%2.359%
4/26/2022Kestra Advisory Services LLC20,963$0.19M0.0%+11.1%0.138%
4/20/2022GPS Wealth Strategies Group LLC8,130$73K0.0%N/A0.053%
2/14/2022Guggenheim Capital LLC132,689$1.31M0.0%+149.3%0.871%
2/10/2022Tortoise Investment Management LLC306,685$3.02M0.6%+27.7%2.013%
2/8/2022Fiera Capital Corp51,251$0.51M0.0%N/A0.336%
2/4/2022St. James Investment Advisors LLC9,025$89K0.1%N/A0.059%
1/31/2022Opal Wealth Advisors LLC10,125$100K0.1%N/A0.066%
1/20/2022Kestra Advisory Services LLC18,866$0.19M0.0%-58.1%0.124%
11/16/2021Cetera Advisor Networks LLC17,500$0.18M0.0%N/A0.115%
11/15/2021Rivernorth Capital Management LLC63,139$0.63M0.0%-32.9%0.414%
11/15/2021Guggenheim Capital LLC53,218$0.53M0.0%+40.6%0.349%
11/15/2021Wealthspire Advisors LLC31,000$0.31M0.0%N/A0.203%
(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, 43 institutional investors and hedge funds held shares of Nuveen New York Municipal Value Fund. The most heavily invested institutionals were Tortoise Investment Management LLC ($6.61M), 1607 Capital Partners LLC ($6.61M), UBS Group AG ($4.22M), Guggenheim Capital LLC ($3.20M), Morgan Stanley ($2.70M), Rivernorth Capital Management LLC ($2.25M), and Hennion & Walsh Asset Management Inc. ($1.92M).Learn more on NNY's institutional investors.

What percentage of Nuveen New York Municipal Value Fund stock is owned by institutional investors?

19.70% 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 38 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 ($0.48M), Carson Advisory Inc. ($0.28M), UBS Group AG ($0.23M), Hennion & Walsh Asset Management Inc. ($0.22M), 1607 Capital Partners LLC ($0.21M), Guggenheim Capital LLC ($0.13M), and Fiera Capital Corp ($96.70K).

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

Institutional investors have bought a total of 2,215,010 shares in the last 24 months. This purchase volume represents approximately $18.73M in transactions.

Which Nuveen New York Municipal Value Fund major shareholders have been selling company stock?

Of the 18 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: Tortoise Investment Management LLC ($27.17K), UBS Group AG ($25.95K), Rivernorth Capital Management LLC ($25.84K), Royal Bank of Canada ($20.73K), Stifel Financial Corp ($15.34K), Tocqueville Asset Management L.P. ($14.86K), and IFP Advisors Inc ($14.14K).

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

Institutional investors have sold a total of 202,763 shares in the last 24 months. This volume of shares sold represents approximately $1.73M in transactions.


This page (NYSE:NNY) was last updated on 2/27/2024 by MarketBeat.com Staff