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, Q1 2022
Institutional positions in Nuveen New York Municipal Value Fund as of Mar 31, 2022. 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
- 41
- +2 vs. Q4 2021
- Shares held
- 2.23M
- +288.1K (+14.9%) vs. Q4 2021
- Total value
- $20.1M
- +$980.0K (+5.1%) vs. Q4 2021
- New holders
- 3
- 15 more added
- Sold out
- 1
- 8 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen New York Municipal Value Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 197 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Spire Wealth Management | 519 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 767 | $7.00K | 0.00% | +525+216.9% | Added |
| American Portfolios Advisors | 1,500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,755 | $15.0K | 0.00% | −2,700−60.6% | Reduced |
| Lee Financial Co | 3,850 | $35.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,962 | $36.0K | 0.00% | +900+29.4% | Added |
| Cohen & Steers, Inc. | 4,956 | $45.0K | 0.00% | −6,000−54.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,130 | $73.0K | 0.02% | +8,130 | New |
| St. James Investment Advisors, LLC | 8,715 | $79.0K | 0.06% | −310−3.4% | Reduced |
| Opal Wealth Advisors, LLC | 10,125 | $91.0K | 0.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 10,795 | $97.0K | 0.07% | +52+0.5% | Added |
| MML Investors Services, LLC | 11,708 | $106.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,103 | $109.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 12,809 | $116.0K | 0.00% | 00.0% | Unchanged |
| Cim, LLC | 14,049 | $127.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,000 | $145.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 16,739 | $151.0K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,869 | $170.0K | 0.00% | −20,728−52.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,750 | $178.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,963 | $189.0K | 0.00% | +2,097+11.1% | Added |
| Bank of America Corp | 21,795 | $197.0K | 0.00% | +90.0% | Added |
| Herold Advisors, Inc. | 23,305 | $210.2K | 0.07% | +42+0.2% | Added |
| Janney Montgomery Scott LLC | 23,533 | $212.0K | 0.00% | +1,898+8.8% | Added |
| Coastal Investment Advisors, Inc. | 28,127 | $254.0K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 31,071 | $280.0K | 0.00% | −29,551−48.7% | Reduced |
| Lenox Wealth Advisors, LLC | 31,000 | $283.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 34,255 | $309.0K | 0.00% | +3,000+9.6% | Added |
| LPL Financial LLC | 37,261 | $336.0K | 0.00% | −2,015−5.1% | Reduced |
| Rivernorth Capital Management, LLC | 37,934 | $342.0K | 0.01% | −18,467−32.7% | Reduced |
| Stifel Financial Corp | 47,912 | $432.0K | 0.00% | +9,812+25.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,658 | $439.0K | 0.00% | −7,284−13.0% | Reduced |
| Tocqueville Asset Management L.P. | 64,650 | $583.0K | 0.01% | +64,650 | New |
| 1607 Capital Partners, LLC | 99,271 | $895.0K | 0.05% | +70,726+247.8% | Added |
| Fiera Capital Corp | 145,964 | $1.32M | 0.00% | +94,713+184.8% | Added |
| Guggenheim Capital LLC | 159,891 | $1.44M | 0.01% | +27,202+20.5% | Added |
| Penbrook Management LLC | 213,727 | $1.93M | 1.25% | 00.0% | Unchanged |
| UBS Group AG | 301,237 | $2.72M | 0.00% | +29,884+11.0% | Added |
| Morgan Stanley | 319,616 | $2.88M | 0.00% | +11,675+3.8% | Added |
| Tortoise Investment Management, LLC | 359,403 | $3.24M | 0.60% | +52,718+17.2% | Added |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |