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
UBS Group 566k $4.9M 6% Jun 2026
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Tortoise Investment Management 538k $4.7M -2% Jun 2026
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1607 Capital Partners 499k $4.4M -19% Jun 2026
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Guggenheim Capital, LLC Managers 371k $3.2M 1% Jun 2026
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Hennion & Walsh Asset Management 365k $2.8M -12% Sep 2026
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Penbrook Managment 214k $1.7M 0% Sep 2026
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Leigh Baldwin & Co 118k $1.0M -2% Jun 2026
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Wells Fargo & Company 113k $984k 41% Jun 2026
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Fiera Capital Corporation 109k $953k -5% Jun 2026
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Advisor Group Holdings 100k $870k 16% Jun 2026
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Raymond James Financial 95k $828k 12% Jun 2026
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Cambridge Investment Research Advisors 71k $553k 1% Sep 2026
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Marshall & Sterling Wealth Advisors 66k $513k 2% Sep 2026
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LPL Financial 51k $445k 41% Jun 2026
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Summit Trail Advisors 47k $413k -6% Jun 2026
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Stifel Financial 41k $356k -5% Jun 2026
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Bank of America Corporation 33k $288k 34% Jun 2026
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Breakwater Capital Group 31k $244k 7% Sep 2026
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Melfa Wealth Management 30k $261k 0% Jun 2026
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Janney Montgomery Scott 28k $242k 0% Jun 2026
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Herold Advisors 28k $215k -15% Sep 2026
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Indivisible Partners 23k $182k 100% Sep 2026
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Wolverine Asset Management 23k $181k 100% Sep 2026
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Kestra Advisory Services 19k $166k 1% Jun 2026
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SRS Capital Advisors 19k $163k 100% Jun 2026
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Coastal Investment Advisors 17k $135k 0% Sep 2026
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Susquehanna International 16k $136k 14% Jun 2026
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Cetera Investment Advisers 16k $136k -16% Jun 2026
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Royal Bank of Canada 16k $136k 0% Jun 2026
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BCS Private Wealth Management 15k $132k 0% Jun 2026
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Cim 14k $123k 0% Jun 2026
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Steward Partners Investment Advisory 13k $110k 0% Jun 2026
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Prospera Financial Services 12k $105k 0% Jun 2026
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Tyche Wealth Partners 11k $100k 0% Jun 2026
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Gladstone Institutional Advisory 11k $93k 100% Jun 2026
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Citadel Advisors 10k $90k 100% Jun 2026
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Avestar Capital 10k $78k 0% Sep 2026
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Rockefeller Capital Management 5.7k $50k 1% Jun 2026
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Coconut Grove Bank 4.0k $31k 0% Sep 2026
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CoreCap Advisors 3.4k $27k 100% Sep 2026
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Jones Financial Companies, L.L 2.0k $17k 0% Jun 2026
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Latitude Advisors 630.00 $4.9k 100% Sep 2026
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Spire Wealth Management 519.00 $4.0k 0% Sep 2026
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FNY Investment Advisers 300.00 $2.0k 0% Sep 2026
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Who sold out of Nuveen NY Municipal Value?

Fund or Company Name Date Sold Shares Held Valued At
Virtue Asset Management Jun 2026 22k $196k
Pacific Wealth Strategies Group Jun 2026 10k $87k
International Assets Investment Management Jun 2026 6.6k $58k