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.
Q3 2023 vs. Q2 2023
How the institutions holding Nuveen New York Municipal Value Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 34 | 36 | +2 |
| Shares | 3.61M | 3.88M | +263.3K (+7.3%) |
| Value | $30.5M | $31.1M | +$516.1K (+1.7%) |
New holders (6)
Institutions that held Nuveen New York Municipal Value Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Breakwater Capital Group | 47,752 | $368.2K | 0.13% |
| Commonwealth Equity Services, LLC | 16,173 | $130.0K | 0.00% |
| CI Private Wealth, LLC | 13,248 | $106.1K | 0.00% |
| MML Investors Services, LLC | 12,375 | $99.0K | 0.00% |
| Highlander Capital Management, LLC | 2,400 | $19.0K | 0.01% |
| JPMorgan Chase & Co | 896 | $7.18K | 0.00% |
Sold out (4)
Institutions that held Nuveen New York Municipal Value Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Opal Wealth Advisors, LLC | 14,566 | $123.1K |
| Evanson Asset Management, LLC | 11,500 | $97.2K |
| Deutsche Bank AG | 10,000 | $84.5K |
| FMR LLC | 1 | $8 |