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Nuveen New York Municipal Value Fund (NNY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Nuveen New York Municipal Value Fund (NYSE:NNY)

Current
Institutional Ownership
Percentage
22.57%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$12.15M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$228.24K
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NNY Institutional Buying and Selling by Quarter

Nuveen New York Municipal Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024 Breakwater Capital Group119,063$991K0.2%+28.9%0.630%
4/17/2024 Hennion & 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%
2/1/2024Wolverine Asset Management LLC63,169$523K0.0%N/A0.334%
1/30/2024 Tyche Wealth Partners LLC11,393$94K0.0%N/A0.060%
1/24/2024 Breakwater Capital Group92,389$766K0.2%+93.5%0.489%
1/22/2024 Melfa Wealth Management LLC29,908$248K0.2%-4.8%0.158%
1/16/2024 Raymond James & Associates46,796$387K0.0%+3.4%0.248%
11/15/20231607 Capital Partners LLC710,955$5.70M0.4%+0.4%3.764%
11/9/2023UBS Group AG456,885$3.66M0.0%+8.1%2.419%
11/6/2023 Breakwater Capital Group47,752$368K0.1%N/A0.253%
10/27/2023 Hennion & Walsh Asset Management Inc.239,108$1.92M0.1%+25.2%1.266%
10/24/2023 Raymond James & Associates45,246$362K0.0%+15.0%0.240%
10/23/2023Commonwealth Equity Services LLC16,173$130K0.0%N/A0.086%
8/11/2023Guggenheim Capital LLC378,315$3.20M0.0%+2.6%2.003%
8/10/2023Johnson Investment Counsel Inc.19,779$167K0.0%N/A0.105%
8/7/2023Tortoise Investment Management LLC549,838$4.65M0.7%-1.9%2.911%
7/31/2023LPL Financial LLC52,327$442K0.0%+29.6%0.277%
7/28/2023Carson Advisory Inc.141,371$1.65M0.9%N/A0.748%
7/27/2023Carson Advisory Inc.141,371$1.65M1.4%N/A0.749%
7/27/2023 Opal Wealth Advisors LLC14,566$123K0.1%+43.9%0.077%
7/25/2023 Raymond James & Associates39,353$333K0.0%-7.3%0.208%
7/11/2023 Evanson Asset Management LLC11,500$97K0.0%N/A0.061%
5/11/2023Guggenheim Capital LLC368,829$3.22M0.0%+21.5%1.953%
5/9/2023Wealthspire Advisors LLC25,500$222K0.0%-17.7%0.135%
5/9/2023Tortoise Investment Management LLC560,474$4.89M0.8%+47.9%2.967%
4/28/2023Janney Montgomery Scott LLC20,910$182K0.0%-8.3%0.111%
4/20/2023 Hennion & Walsh Asset Management Inc.169,150$1.48M0.1%+66.8%0.895%
4/14/2023 Raymond James & Associates42,455$370K0.0%+13.7%0.225%
2/9/2023Tocqueville Asset Management L.P.49,386$408K0.0%-23.1%0.261%
2/8/2023UBS Group AG338,895$2.80M0.0%+14.3%1.794%
2/7/2023IFP Advisors Inc28,120$263K0.0%-33.5%0.149%
2/3/2023Tortoise Investment Management LLC378,993$3.13M0.5%+4.1%2.006%
2/3/2023 Opal Wealth Advisors LLC10,125$84K0.0%N/A0.054%
1/31/2023 Melfa Wealth Management LLC31,408$259K0.3%N/A0.166%
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1/30/2023 International Assets Investment Management LLC20,356$168K0.0%N/A0.108%
1/20/2023Avestar Capital LLC10,000$83K0.0%N/A0.053%
1/12/2023 Hennion & Walsh Asset Management Inc.101,427$838K0.1%+172.4%0.537%
1/9/2023 MinichMacGregor Wealth Management LLC2,983$25K0.0%N/A0.016%
11/15/20221607 Capital Partners LLC299,276$2.44M0.2%+19.0%1.584%
11/14/2022Guggenheim Capital LLC227,522$1.86M0.0%+16.3%1.205%
11/14/2022Mariner Investment Group LLC60,661$495K0.6%+31.7%0.321%
11/14/2022 Hennion & Walsh Asset Management Inc.37,235$304K0.0%N/A0.197%
11/10/2022UBS Group AG296,435$2.42M0.0%+7.7%1.569%
11/8/2022IFP Advisors Inc42,260$395K0.0%N/A0.224%
11/4/2022Tortoise Investment Management LLC364,110$2.97M0.6%+6.2%1.928%
11/1/2022Kestra Advisory Services LLC10,798$88K0.0%-48.9%0.057%
10/25/2022Janney Montgomery Scott LLC22,033$180K0.0%+15.8%0.117%
8/15/2022Karpus Management Inc.10,956$93K0.0%N/A0.058%
8/13/2022Mariner Investment Group LLC46,049$392K0.4%N/A0.244%
8/10/2022Fiera Capital Corp147,948$1.26M0.0%+1.4%0.783%
8/9/2022Wealthspire Advisors LLC31,000$264K0.0%N/A0.164%
8/3/2022Tortoise Investment Management LLC342,870$2.92M0.6%-4.6%1.815%
8/3/2022Janney Montgomery Scott LLC19,033$159K0.0%-19.1%0.101%
5/17/20221607 Capital Partners LLC99,271$895K0.1%+247.8%0.652%
5/9/2022Fiera Capital Corp145,964$1.32M0.0%+184.8%0.958%
5/6/2022Tortoise Investment Management LLC359,403$3.24M0.6%+17.2%2.359%
4/26/2022Kestra Advisory Services LLC20,963$189K0.0%+11.1%0.138%
4/20/2022GPS Wealth Strategies Group LLC8,130$73K0.0%N/A0.053%
2/14/2022Guggenheim Capital LLC132,689$1.31M0.0%+149.3%0.871%
2/10/2022Tortoise Investment Management LLC306,685$3.02M0.6%+27.7%2.013%
2/8/2022Fiera Capital Corp51,251$505K0.0%N/A0.336%
2/4/2022St. James Investment Advisors LLC9,025$89K0.1%N/A0.059%
1/31/2022 Opal Wealth Advisors LLC10,125$100K0.1%N/A0.066%
1/20/2022Kestra Advisory Services LLC18,866$186K0.0%-58.1%0.124%
11/16/2021Cetera Advisor Networks LLC17,500$175K0.0%N/A0.115%
11/15/2021Rivernorth Capital Management LLC63,139$633K0.0%-32.9%0.414%
11/15/2021Guggenheim Capital LLC53,218$533K0.0%+40.6%0.349%
11/15/2021Wealthspire Advisors LLC31,000$311K0.0%N/A0.203%
11/15/2021Cohen & Steers Inc.10,956$110K0.0%-50.1%0.072%
11/5/2021Truist Financial Corp12,809$128K0.0%+10.8%0.084%
11/5/2021Advisor Group Holdings Inc.6,465$65K0.0%-17.5%0.042%
11/4/2021Tortoise Investment Management LLC240,196$2.41M0.5%+4.9%1.577%
11/3/2021Herold Advisors Inc.23,185$232K0.1%N/A0.152%
11/2/2021 Raymond James & Associates31,655$317K0.0%+54.8%0.208%
10/19/2021Kestra Advisory Services LLC45,036$451K0.0%+23.5%0.296%
8/18/2021Colony Group LLC10,860$109K0.0%N/A0.071%
8/16/2021Rivernorth Capital Management LLC94,055$946K0.1%N/A0.617%
8/16/2021Royal Bank of Canada35,606$358K0.0%+151.3%0.234%
8/16/20211607 Capital Partners LLC41,981$422K0.0%+159.4%0.276%
8/16/2021MML Investors Services LLC11,708$118K0.0%N/A0.077%
8/13/2021LPL Financial LLC40,323$406K0.0%N/A0.265%
8/12/2021 Ackerman Capital Advisors LLC35,853$361K0.1%+172.3%0.235%
8/12/2021Relative Value Partners Group LLC16,423$166K0.0%N/A0.108%
8/10/2021 Cambridge Investment Research Advisors Inc.50,027$503K0.0%+10.3%0.328%
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8/10/2021Citigroup Inc.15,315$154K0.0%+31.6%0.101%
8/10/2021Rockefeller Capital Management L.P.5,455$54K0.0%N/A0.036%
8/3/2021Landscape Capital Management L.L.C.18,675$188K0.0%+48.2%0.123%
8/2/2021Advisor Group Holdings Inc.7,833$80K0.0%+107.0%0.051%
8/1/2021Tortoise Investment Management LLC229,022$2.30M0.5%+2,248.9%1.504%
7/31/2021Morris Retirement Advisors LLC10,569$106K0.1%N/A0.069%
7/31/2021 Penbrook Management LLC213,727$2.15M1.3%+36.7%1.403%
5/20/2021Axiom Investment Management LLC13,612$133K0.0%N/A0.089%
5/18/20211607 Capital Partners LLC16,181$158K0.0%N/A0.106%
5/18/2021Morgan Stanley265,937$2.60M0.0%+6.5%1.746%
(Data available from 1/1/2016 forward)

NNY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NNY shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Nuveen New York Municipal Value Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($6.61M), Tortoise Investment Management LLC ($6.44M), UBS Group AG ($3.66M), Guggenheim Capital LLC ($3.20M), Hennion & Walsh Asset Management Inc. ($2.47M), Carson Advisory Inc. ($1.65M), and Fiera Capital Corp ($1.26M).Learn more on NNY's institutional investors.

What percentage of Nuveen New York Municipal Value Fund stock is owned by institutional investors?

22.57% of Nuveen New York Municipal Value Fund stock is owned by institutional investors. Learn more on NNY's institutional investor holdings.

Which institutional investors have been buying Nuveen New York Municipal Value Fund stock?

Of the 27 institutional investors that purchased Nuveen New York Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Investment Management LLC ($686.05K), Carson Advisory Inc. ($282.74K), Hennion & Walsh Asset Management Inc. ($260.22K), 1607 Capital Partners LLC ($208.68K), Breakwater Capital Group ($119.06K), Guggenheim Capital LLC ($106.74K), and UBS Group AG ($97.75K).

How much institutional buying is happening at Nuveen New York Municipal Value Fund?

Institutional investors have bought a total of 2,248,322 shares in the last 24 months. This purchase volume represents approximately $18.93M in transactions.

Which Nuveen New York Municipal Value Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold Nuveen New York Municipal Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tortoise Investment Management LLC ($27.17K), Tocqueville Asset Management L.P. ($14.86K), IFP Advisors Inc ($14.14K), Kestra Advisory Services LLC ($10.33K), Janney Montgomery Scott LLC ($6.40K), Wealthspire Advisors LLC ($5.50K), and Johnson Investment Counsel Inc. ($4.25K).

How much institutional selling is happening at Nuveen New York Municipal Value Fund?

Institutional investors have sold a total of 87,248 shares in the last 24 months. This volume of shares sold represents approximately $731.06K in transactions.


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This page (NYSE:NNY) was last updated on 4/28/2024 by MarketBeat.com Staff

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