Nuveen New York Municipal Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 565.80 K | $4.95 M | 6.29% | 3.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 538.15 K | $4.70 M | -2.09% | 2.85% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 499.43 K | $4.37 M | -18.65% | 2.64% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 414.69 K | $3.62 M | -1.92% | 2.20% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 370.88 K | $3.24 M | 1.04% | 1.96% |
| MORGAN STANLEY | 08/13/2026 | 256.51 K | $2.24 M | 1.21% | 1.36% |
| PENBROOK MANAGEMENT LLC | 07/23/2026 | 213.73 K | $1.87 M | 0.00% | 1.13% |
| LEIGH BALDWIN & CO., LLC | 08/13/2026 | 117.48 K | $1.03 M | -1.95% | 0.62% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 112.52 K | $983.45 K | 40.69% | 0.60% |
| FIERA CAPITAL CORP | 08/07/2026 | 109.05 K | $953.11 K | -5.24% | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 99.50 K | $869.63 K | 15.98% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 94.76 K | $828.19 K | 12.50% | 0.50% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 70.49 K | $616.00 K | 5.53% | 0.37% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 07/21/2026 | 64.85 K | $566.78 K | 5.25% | 0.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 50.90 K | $444.84 K | 40.82% | 0.27% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 47.28 K | $413.21 K | -5.80% | 0.25% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 40.78 K | $356.44 K | -5.47% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 32.99 K | $288.32 K | 34.22% | 0.17% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 32.50 K | $284.00 K | 18.64% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 29.91 K | $261.40 K | 0.00% | 0.16% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 29.41 K | $257.01 K | -4.35% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 27.67 K | $242.00 K | 0.00% | 0.15% |
| VIRTUE ASSET MANAGEMENT LLC | 07/29/2026 | 22.44 K | $196.13 K | 0.00% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 18.91 K | $165.83 K | 1.05% | 0.10% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 18.65 K | $163.02 K | 100.00% | 0.10% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/20/2026 | 17.34 K | $151.53 K | 0.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 15.60 K | $136.35 K | 14.14% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.57 K | $136.10 K | -16.21% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 15.52 K | $136.00 K | 0.00% | 0.08% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 07/31/2026 | 15.00 K | $131.54 K | 0.00% | 0.08% |
| CIM, LLC | 08/13/2026 | 14.05 K | $122.79 K | 0.00% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 12.53 K | $109.48 K | 0.00% | 0.07% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 12.00 K | $104.88 K | 0.00% | 0.06% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 11.39 K | $99.58 K | 0.00% | 0.06% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 10.67 K | $93.29 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 10.24 K | $89.48 K | 100.00% | 0.05% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 10.00 K | $87.70 K | 0.00% | 0.05% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 07/17/2026 | 10.00 K | $87.40 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 6.59 K | $57.65 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 5.72 K | $50.00 K | 1.04% | 0.03% |
| GROVE BANK & TRUST | 07/07/2026 | 4.00 K | $34.96 K | 0.00% | 0.02% |
| CITIGROUP INC | 08/03/2026 | 2.39 K | $20.87 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.00 K | $17.30 K | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 519 | $4.54 K | 0.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 300 | $2.00 K | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 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, 59 institutional investors and hedge funds held shares of Nuveen New York Municipal Value Fund. The most heavily invested institutionals were:
UBS Group AG: 565,802
Tortoise Investment Management, LLC: 538,148
1607 Capital Partners, LLC: 499,432
Hennion & Walsh Asset Management, Inc.: 414,691
GUGGENHEIM CAPITAL LLC: 370,877
MORGAN STANLEY: 256,513
21.55% of Nuveen New York Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.34 M shares in the last 24 months. This purchase volume represents approximately $37.32 M in transactions.