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Nuveen New York Municipal Valu (NNY) Institutional Ownership

Nuveen New York Municipal Valu logo
$8.15 -0.02 (-0.24%)
As of 08/21/2026 03:23 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)
23
Total
Institutional Inflows
(last 12 months)
$5.82M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.71M
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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
8/20/2026 Susquehanna International Group LLP15,601$136K0.0%+14.1%0.083%
8/6/2026 Bank of New York Mellon Corp10,036$128K0.0%N/A0.053%
7/9/2026 Hennion & Walsh Asset Management Inc.414,691$3.62M0.1%-1.9%2.195%
7/9/2026 Breakwater Capital Group29,406$257K0.0%-4.3%0.156%
5/20/2026 Leigh Baldwin & CO. LLC119,818$1M0.6%+2.6%0.634%
5/19/2026 Bank of America Corp DE24,579$205K0.0%-23.3%0.130%
5/18/2026 Royal Bank of Canada15,524$130K0.0%-10.5%0.082%
5/13/2026 Cetera Investment Advisers18,585$155K0.0%+26.2%0.098%
4/30/2026 Kestra Advisory Services LLC18,714$157K0.0%N/A0.099%
4/20/2026 Breakwater Capital Group30,743$257K0.0%-7.6%0.163%
3/9/2026 Corient Private Wealth LLC25,692$220K0.0%N/A0.136%
2/23/2026 Virtu Financial LLC13,195$113K0.0%N/A0.070%
2/19/2026 Corient Private Wealth LLC25,692$220K0.0%N/A0.136%
2/18/2026 1607 Capital Partners LLC623,323$5.34M0.4%-8.6%3.300%
2/17/2026 Guggenheim Capital LLC414,328$3.55M0.0%+3.4%2.193%
2/17/2026 Osaic Holdings Inc.117,848$1.01M0.0%+14.0%0.624%
2/17/2026 Royal Bank of Canada17,344$149K0.0%-52.5%0.092%
2/13/2026 Stifel Financial Corp37,246$319K0.0%-15.2%0.197%
2/13/2026 Wells Fargo & Company MN75,138$643K0.0%+7.6%0.398%
2/12/2026 Leigh Baldwin & CO. LLC116,732$1M0.7%+27.0%0.618%
2/12/2026 Bank of Montreal Can15,584$133K0.0%N/A0.082%
2/11/2026 LPL Financial LLC32,140$275K0.0%-48.4%0.170%
2/11/2026 Fiera Capital Corp204,509$1.75M0.0%N/A1.083%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.61,730$529K0.3%+5.0%0.327%
2/9/2026 Prospera Financial Services Inc12,000$103K0.0%-35.1%0.064%
2/6/2026 Tortoise Investment Management LLC662,306$5.67M0.5%-17.7%3.506%
2/5/2026 Elyxium Wealth LLC3,059$26K0.0%N/A0.016%
2/3/2026 International Assets Investment Management LLC6,588$56K0.0%N/A0.035%
1/29/2026 UBS Group AG538,911$4.62M0.0%+3.9%2.853%
1/21/2026 Flagship Harbor Advisors LLC2,949$25K0.0%N/A0.016%
1/14/2026 Hennion & Walsh Asset Management Inc.412,635$3.53M0.1%+62.3%2.185%
1/9/2026 Breakwater Capital Group33,282$285K0.0%+6.4%0.176%
11/17/2025 Susquehanna International Group LLP14,677$121K0.0%-20.9%0.078%
11/17/2025 Citadel Advisors LLC11,925$99K0.0%N/A0.063%
11/17/2025 Bank of America Corp DE29,302$242K0.0%+69.2%0.155%
11/17/2025 1607 Capital Partners LLC682,206$5.64M0.4%-4.8%3.611%
11/14/2025 Raymond James Financial Inc.68,416$565K0.0%+71.2%0.362%
11/13/2025 Tortoise Investment Management LLC804,281$6.64M0.6%-7.8%4.258%
11/13/2025 UBS Group AG518,562$4.28M0.0%-1.6%2.745%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.58,798$486K0.3%+5.0%0.311%
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11/6/2025 Prospera Financial Services Inc18,500$153K0.0%+54.2%0.098%
11/6/2025 Breakwater Capital Group31,274$258K0.0%-52.4%0.166%
10/22/2025 Hennion & Walsh Asset Management Inc.254,265$2.10M0.1%+22.1%1.346%
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%
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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%


NNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Nuveen New York Municipal Valu. The most heavily invested institutionals were Tortoise Investment Management LLC ($5.67M), 1607 Capital Partners LLC ($5.34M), UBS Group AG ($4.62M), Hennion & Walsh Asset Management Inc. ($3.62M), Guggenheim Capital LLC ($3.55M), Fiera Capital Corp ($1.75M), and Osaic Holdings Inc. ($1.01M).Learn more on Nuveen New York Municipal Valu's 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.

Of the 35 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: Fiera Capital Corp ($204.51K), Hennion & Walsh Asset Management Inc. ($204.31K), Leigh Baldwin & CO. LLC ($135.52K), Tortoise Investment Management LLC ($125.44K), Raymond James Financial Inc. ($121.28K), Logan Stone Capital LLC ($95.12K), and Marshall & Sterling Wealth Advisors Inc. ($79.26K).

Institutional investors have bought a total of 684,319 shares in the last 24 months. This purchase volume represents approximately $5.82M in transactions.

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 ($210.05K), 1607 Capital Partners LLC ($93.62K), Breakwater Capital Group ($38.36K), LPL Financial LLC ($30.13K), Royal Bank of Canada ($20.95K), UBS Group AG ($8.55K), and Hennion & Walsh Asset Management Inc. ($8.11K).

Institutional investors have sold a total of 439,570 shares in the last 24 months. This volume of shares sold represents approximately $3.71M in transactions.


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Institutional ownership data for NYSE:NNY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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