Who owns Nuveen NY Municipal Value?

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Analyze quarterly positions in Nuveen NY Municipal Value with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Nuveen NY Municipal Value stock

Who bought or sold Nuveen NY Municipal Value this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Tortoise Investment Management 804k $6.6M -8% Sep 2025
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1607 Capital Partners 682k $5.6M -5% Sep 2025
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UBS Group 519k $4.3M -2% Sep 2025
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Guggenheim Capital, LLC Managers 401k $3.3M 9% Sep 2025
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Morgan Stanley 284k $3.4M 100% Jun 2025
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Hennion & Walsh Asset Management 254k $2.1M 22% Sep 2025
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Penbrook Managment 214k $1.8M 0% Sep 2025
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Rivernorth Capital Management 115k $950k -50% Sep 2025
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Leigh Baldwin & Co 110k $905k -3% Sep 2025
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Advisor Group Holdings 103k $854k 3% Sep 2025
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Wells Fargo & Company 70k $577k 2% Sep 2025
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Raymond James Financial 68k $565k 71% Sep 2025
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LPL Financial 62k $514k -13% Sep 2025
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Stifel Financial 44k $363k -9% Sep 2025
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Royal Bank of Canada 37k $301k 15% Sep 2025
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Breakwater Capital Group 31k $258k -52% Sep 2025
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Melfa Wealth Management 30k $247k 0% Sep 2025
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Janney Montgomery Scott 28k $229k 17% Sep 2025
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Cambridge Investment Research Advisors 27k $221k -20% Sep 2025
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Herold Advisors 25k $204k -9% Sep 2025
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Prospera Financial Services 19k $153k 54% Sep 2025
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Coastal Investment Advisors 17k $143k 0% Sep 2025
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BCS Private Wealth Management 15k $124k 100% Sep 2025
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Susquehanna International 15k $121k -21% Sep 2025
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Cim 14k $116k 0% Sep 2025
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Cetera Investment Advisers 14k $114k 100% Sep 2025
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Steward Partners Investment Advisory 12k $99k -50% Sep 2025
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Citadel Advisors 12k $99k 100% Sep 2025
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Tyche Wealth Partners 11k $94k 0% Sep 2025
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Pacific Wealth Strategies Group 10k $83k 0% Sep 2025
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Avestar Capital 10k $83k 0% Sep 2025
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Rockefeller Capital Management 5.5k $46k 100% Sep 2025
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Coconut Grove Bank 4.0k $33k 0% Sep 2025
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Jones Financial Companies, L.L 2.0k $17k 100% Sep 2025
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Spire Wealth Management 519.00 $4.3k 0% Sep 2025
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FNY Investment Advisers 300.00 $2.0k 0% Jun 2025
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Who sold out of Nuveen NY Municipal Value?

Fund or Company Name Date Sold Shares Held Valued At
Kestra Advisory Services Jun 2025 18k $148k
Opal Wealth Advisors Jun 2025 4.4k $36k
Elequin Capital Jun 2025 1.7k $14k
CoreCap Advisors Jun 2025 1.5k $12k
Capital Analysts Jun 2025 1.4k $11k
Northwestern Mutual Wealth Management Company Jun 2025 890.00 $7.2k