Nuveen New York Municipal Value Fund
NNY- Exchange
- NYSE
- SEC CIK
- 0000818850
No open-market purchases or sales by Nuveen New York Municipal Value Fund insiders were filed in the last 90 days; 45 institutions reported holding it in 13F filings for Q2 2026, worth $35.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen New York Municipal Value Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- +13 vs. Q1 2021
- Shares held
- 2.08M
- +1.04M (+99.4%) vs. Q1 2021
- Total value
- $20.9M
- +$10.7M (+105.5%) vs. Q1 2021
- New holders
- 13
- 19 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 45 | $35.6M |
| Q1 2026 | 43 | $33.8M |
| Q4 2025 | 44 | $37.0M |
| Q3 2025 | 40 | $34.5M |
| Q2 2025 | 41 | $35.0M |
| Q1 2025 | 42 | $38.2M |
| Q4 2024 | 40 | $37.9M |
| Q3 2024 | 35 | $37.0M |
| Q2 2024 | 36 | $36.7M |
| Q1 2024 | 37 | $36.3M |
| Q4 2023 | 36 | $35.5M |
| Q3 2023 | 36 | $31.1M |
| Q2 2023 | 34 | $30.5M |
| Q1 2023 | 32 | $30.8M |
| Q4 2022 | 38 | $24.6M |
| Q3 2022 | 39 | $21.1M |
| Q2 2022 | 39 | $20.3M |
| Q1 2022 | 41 | $20.1M |
| Q4 2021 | 39 | $19.1M |
| Q3 2021 | 36 | $19.1M |
| Q2 2021 | 39 | $20.9M |
| Q1 2021 | 26 | $10.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen New York Municipal Value Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 283,754 | $2.85M | 0.00% | +17,817+6.7% | Added |
| UBS Group AG | 273,781 | $2.75M | 0.00% | +11,049+4.2% | Added |
| Karpus Management, Inc. | 240,403 | $2.42M | 0.07% | +240,403 | New |
| Tortoise Investment Management, LLC | 229,022 | $2.30M | 0.48% | +219,272+2,248.9% | Added |
| Penbrook Management LLC | 213,727 | $2.15M | 1.35% | +57,403+36.7% | Added |
| Rivernorth Capital Management, LLC | 94,055 | $946.0K | 0.05% | +94,055 | New |
| Wolverine Asset Management LLC | 58,270 | $586.0K | 0.01% | +22,887+64.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,027 | $503.0K | 0.00% | +4,656+10.3% | Added |
| 1607 Capital Partners, LLC | 41,981 | $422.0K | 0.02% | +25,800+159.4% | Added |
| Wells Fargo & Company | 40,372 | $406.0K | 0.00% | +14,154+54.0% | Added |
| LPL Financial LLC | 40,323 | $406.0K | 0.00% | +40,323 | New |
| Guggenheim Capital LLC | 37,857 | $381.0K | 0.00% | +37,857 | New |
| Kestra Advisory Services, LLC | 36,464 | $367.0K | 0.00% | +36,464 | New |
| Ackerman Capital Advisors, LLC | 35,853 | $361.0K | 0.08% | +22,687+172.3% | Added |
| Royal Bank of Canada | 35,606 | $358.0K | 0.00% | +21,437+151.3% | Added |
| Bank of America Corp | 35,016 | $352.0K | 0.00% | +12,284+54.0% | Added |
| Lenox Wealth Advisors, LLC | 31,000 | $312.0K | 0.04% | +31,000 | New |
| Coastal Investment Advisors, Inc. | 28,127 | $283.0K | 0.07% | +17,582+166.7% | Added |
| Cohen & Steers, Inc. | 21,956 | $221.0K | 0.00% | +21,956 | New |
| Janney Montgomery Scott LLC | 21,635 | $218.0K | 0.00% | +8,033+59.1% | Added |
| Raymond James & Associates | 20,450 | $206.0K | 0.00% | +8,235+67.4% | Added |
| Steward Partners Investment Advisory, LLC | 19,750 | $199.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,675 | $188.0K | 0.02% | +6,077+48.2% | Added |
| Oppenheimer & Co Inc | 17,000 | $171.0K | 0.00% | +700+4.3% | Added |
| Atlas Private Wealth Management | 16,739 | $168.0K | 0.10% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 16,423 | $166.0K | 0.01% | +16,423 | New |
| Stifel Financial Corp | 16,000 | $161.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 15,315 | $154.0K | 0.00% | +3,675+31.6% | Added |
| Cim, LLC | 14,049 | $144.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 13,719 | $138.0K | 0.11% | +107+0.8% | Added |
| MML Investors Services, LLC | 11,708 | $118.0K | 0.00% | +11,708 | New |
| Truist Financial Corp | 11,559 | $116.0K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 10,860 | $109.0K | 0.00% | +10,860 | New |
| Morris Retirement Advisors, LLC | 10,569 | $106.0K | 0.09% | +10,569 | New |
| Advisor Group Holdings, Inc. | 7,833 | $80.0K | 0.00% | +4,049+107.0% | Added |
| Rockefeller Capital Management L.P. | 5,455 | $54.0K | 0.00% | +5,455 | New |
| American Portfolios Advisors | 1,477 | $14.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 519 | $5.00K | 0.00% | +519 | New |
| First Manhattan Co | 197 | $1.00K | 0.00% | 00.0% | Unchanged |