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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.

Q4 2022 vs. Q3 2022

How the institutions holding Nuveen New York Municipal Value Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of NNY: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders39238+1
Shares2.58M2.55K2.97M+393.0K (+15.3%)
Value$21.1M$21.2K$24.6M+$3.49M (+16.6%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (10)

Institutions that held Nuveen New York Municipal Value Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to NNY in Q4 2022
InstitutionSharesValue% of portfolio
Woodline Partners LP50,086$413.7K0.01%
Melfa Wealth Management, LLC31,408$259.4K0.27%
Citadel Advisors LLC27,939$230.8K0.00%
International Assets Investment Management, LLC20,356$168.1K0.02%
Virtu Financial LLC12,414$103.0K0.01%
Opal Wealth Advisors, LLC10,125$83.6K0.05%
Avestar Capital, LLC10,000$82.6K0.02%
MinichMacGregor Wealth Management, LLC2,983$24.6K0.01%
Citigroup Inc2,388$19.7K0.00%
Thomas J. Herzfeld Advisors, Inc.980$8.10K0.00%

Sold out (9)

Institutions that held Nuveen New York Municipal Value Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of NNY in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Fiera Capital Corp147,101$1.19M
StoneX Group Inc.12,582$102.7K
Cetera Advisor Networks LLC12,103$99.0K
Bank of Montreal10,631$93.0K
Kestra Advisory Services, LLC10,798$88.0K
GPS Wealth Strategies Group, LLC8,130$66.0K
Rockefeller Capital Management L.P.1,755$14.0K
Umb Bank N A767$6.00K
FNY Investment Advisers, LLC200$1.00K

Not filed for Q4 2022 yet (2)

Institutions that held Nuveen New York Municipal Value Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NNY in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
American Portfolios Advisors1,500$12.2K
Danda Trouve Investment Management, Inc.1,054$9.00K