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 2024 vs. Q3 2024
How the institutions holding Nuveen New York Municipal Value Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 40 | +6 |
| Shares | 4.32M | 54.0K | 4.71M | +443.7K (+10.4%) |
| Value | $37.0M | $465.1K | $37.9M | +$1.36M (+3.7%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Nuveen New York Municipal Value Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Leigh Baldwin & Co., LLC | 105,440 | $848.0K | 0.72% |
| Logan Stone Capital, LLC | 95,116 | $765.0K | 0.26% |
| Marshall & Sterling Wealth Advisors Inc. | 73,535 | $591.4K | 0.41% |
| Raymond James Financial Inc | 46,417 | $373.3K | 0.00% |
| HRT Financial LP | 26,357 | $211.0K | 0.00% |
| Nomura Holdings Inc | 24,409 | $196.3K | 0.00% |
| Susquehanna International Group, LLP | 12,402 | $99.7K | 0.00% |
| Prospera Financial Services Inc | 12,000 | $96.5K | 0.00% |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $80.4K | 0.06% |
Sold out (3)
Institutions that held Nuveen New York Municipal Value Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Everstar Asset Management, LLC | 12,000 | $103.3K |
| FNY Investment Advisers, LLC | 300 | $2.00K |
| International Assets Investment Management, LLC | 24,461 | – |
Not filed for Q4 2024 yet (1)
Institutions that held Nuveen New York Municipal Value Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 54,020 | $465.1K |