Nuveen New York Municipal Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 662.31 K | $5.67 M | -17.65% | 3.51% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 623.32 K | $5.34 M | -8.63% | 3.30% |
| UBS GROUP AG | 01/29/2026 | 538.91 K | $4.62 M | 3.92% | 2.85% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 414.33 K | $3.55 M | 3.37% | 2.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 412.64 K | $3.53 M | 62.29% | 2.18% |
| MORGAN STANLEY | 02/13/2026 | 272.85 K | $2.34 M | -2.83% | 1.44% |
| PENBROOK MANAGEMENT LLC | 01/06/2026 | 213.73 K | $1.83 M | 0.00% | 1.13% |
| FIERA CAPITAL CORP | 02/11/2026 | 204.51 K | $1.75 M | 100.00% | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 117.85 K | $1.01 M | 14.02% | 0.62% |
| LEIGH BALDWIN & CO., LLC | 02/12/2026 | 116.73 K | $1.00 M | 6.54% | 0.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 75.14 K | $643.48 K | 7.63% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 69.42 K | $594.48 K | 1.46% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 66.53 K | $570.00 K | 148.16% | 0.35% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 02/10/2026 | 61.73 K | $528.66 K | 4.99% | 0.33% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 37.25 K | $318.97 K | -15.24% | 0.20% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 33.28 K | $285.03 K | 6.42% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 32.14 K | $275.24 K | -48.39% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 32.04 K | $274.40 K | 9.35% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 29.91 K | $256.13 K | 0.00% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 27.67 K | $237.00 K | 0.00% | 0.15% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 26.32 K | $225.41 K | 6.65% | 0.14% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 25.69 K | $25.69 K | 100.00% | 0.14% |
| 02/10/2026 | 22.44 K | $192.18 K | 0.00% | 0.12% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.81 K | $169.61 K | 66.08% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.34 K | $149.00 K | -52.45% | 0.09% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/20/2026 | 17.34 K | $148.48 K | 0.00% | 0.09% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 15.58 K | $133.46 K | 100.00% | 0.08% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 01/26/2026 | 15.00 K | $128.46 K | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 14.73 K | $126.13 K | 6.60% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.29 K | $122.36 K | -2.65% | 0.08% |
| CIM, LLC | 02/18/2026 | 14.05 K | $120.32 K | 0.00% | 0.07% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 13.20 K | $113.00 K | 100.00% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 12.63 K | $108.13 K | 5.48% | 0.07% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 12.00 K | $102.77 K | -35.14% | 0.06% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 11.39 K | $97.57 K | 0.00% | 0.06% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 10.00 K | $85.64 K | 0.00% | 0.05% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 02/09/2026 | 10.00 K | $85.64 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 6.59 K | $56.42 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 5.62 K | $48.16 K | 1.41% | 0.03% |
| GROVE BANK & TRUST | 01/08/2026 | 4.00 K | $34.26 K | 0.00% | 0.02% |
| ELYXIUM WEALTH, LLC | 02/05/2026 | 3.06 K | $26.20 K | 100.00% | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 2.95 K | $25.26 K | 100.00% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 2.39 K | $20.45 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 2.00 K | $17.13 K | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 519 | $4.45 K | 0.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 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:
Tortoise Investment Management, LLC: 662,306
1607 Capital Partners, LLC: 623,323
UBS Group AG: 538,911
GUGGENHEIM CAPITAL LLC: 414,328
Hennion & Walsh Asset Management, Inc.: 412,635
MORGAN STANLEY: 272,853
22.92% of Nuveen New York Municipal Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.59 M shares in the last 24 months. This purchase volume represents approximately $40.28 M in transactions.