Nuveen New York Municipal Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 613.91 K | $5.13 M | -1.51% | 3.25% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 549.65 K | $4.59 M | -17.01% | 2.91% |
| UBS GROUP AG | 05/05/2026 | 532.31 K | $4.44 M | -1.23% | 2.82% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 422.81 K | $3.53 M | 2.46% | 2.24% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 367.06 K | $3.06 M | -11.41% | 1.94% |
| MORGAN STANLEY | 05/15/2026 | 253.45 K | $2.12 M | -7.11% | 1.34% |
| PENBROOK MANAGEMENT LLC | 04/21/2026 | 213.73 K | $1.78 M | 0.00% | 1.13% |
| LEIGH BALDWIN & CO., LLC | 05/20/2026 | 119.82 K | $1.00 M | 2.64% | 0.63% |
| FIERA CAPITAL CORP | 05/12/2026 | 115.08 K | $960.95 K | -43.73% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 85.79 K | $716.34 K | -27.20% | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 84.23 K | $703.35 K | 21.35% | 0.45% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 79.98 K | $667.84 K | 6.45% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 66.80 K | $558.00 K | 0.41% | 0.35% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 05/07/2026 | 61.61 K | $514.47 K | -0.19% | 0.33% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 50.19 K | $419.08 K | 100.00% | 0.27% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 43.14 K | $360.26 K | 15.84% | 0.23% |
| LPL FINANCIAL LLC | 05/06/2026 | 36.14 K | $301.79 K | 12.45% | 0.19% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 30.74 K | $256.70 K | -7.63% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 29.91 K | $249.73 K | 0.00% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 27.67 K | $231.00 K | 0.00% | 0.15% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 27.39 K | $228.70 K | 4.06% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 24.58 K | $205.24 K | -23.29% | 0.13% |
| 05/12/2026 | 22.44 K | $187.37 K | 0.00% | 0.12% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 18.71 K | $156.81 K | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.59 K | $155.19 K | 26.20% | 0.10% |
| COASTAL INVESTMENT ADVISORS, INC. | 04/22/2026 | 17.34 K | $144.77 K | 0.00% | 0.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 15.52 K | $130.00 K | -10.49% | 0.08% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 04/21/2026 | 15.00 K | $125.69 K | 0.00% | 0.08% |
| CIM, LLC | 05/18/2026 | 14.05 K | $117.31 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.67 K | $114.13 K | -4.34% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 12.53 K | $104.59 K | -0.79% | 0.07% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 12.00 K | $100.20 K | 0.00% | 0.06% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 11.39 K | $95.13 K | 0.00% | 0.06% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 10.00 K | $83.80 K | 0.00% | 0.05% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 05/07/2026 | 10.00 K | $83.50 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 6.59 K | $56.39 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 5.66 K | $47.28 K | 0.68% | 0.03% |
| GROVE BANK & TRUST | 04/08/2026 | 4.00 K | $33.40 K | 0.00% | 0.02% |
| CITIGROUP INC | 05/11/2026 | 2.39 K | $19.94 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.00 K | $16.33 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 1.70 K | $14.20 K | 100.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 519 | $4.33 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 300 | $2.00 K | 100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 0 | $0 | -100.00% | 0.00% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ELYXIUM WEALTH, LLC | 05/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Nuveen New York Municipal Value Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Nuveen New York Municipal Value Fund. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 613,911
Tortoise Investment Management, LLC: 549,648
UBS Group AG: 532,308
Hennion & Walsh Asset Management, Inc.: 422,805
GUGGENHEIM CAPITAL LLC: 367,059
MORGAN STANLEY: 253,448
21.45% of Nuveen New York Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.30 M shares in the last 24 months. This purchase volume represents approximately $36.95 M in transactions.