Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NNY Stock Details NNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
70,491
+3,695
+6% +$31.7K ﹤0.01% 2768
2026
Q1 		$558K Buy
66,796
+271
+0.4% +$2.32K ﹤0.01% 2689
2025
Q4 		$570K Buy
66,525
+39,718
+148% +$335K ﹤0.01% 2590
2025
Q3 		$221K Sell
26,807
-6,853
-20% -$55.6K ﹤0.01% 3395
2025
Q2 		$273K Buy
33,660
+1,272
+4% +$10.4K ﹤0.01% 3060
2025
Q1 		$268K Sell
32,388
-124
-0.4% -$1.02K ﹤0.01% 2964
2024
Q4 		$261K Sell
32,512
-10,428
-24% -$87.1K ﹤0.01% 2962
2024
Q3 		$370K Buy
42,940
+3,342
+8% +$28.3K ﹤0.01% 2662
2024
Q2 		$328K Buy
39,598
+9,169
+30% +$75.4K ﹤0.01% 2634
2024
Q1 		$253K Sell
30,429
-1,339
-4% -$11.2K ﹤0.01% 2842
2023
Q4 		$263K Sell
31,768
-32,538
-51% -$260K ﹤0.01% 2698
2023
Q3 		$515K Buy
64,306
+207
+0.3% +$1.72K ﹤0.01% 2055
2023
Q2 		$542K Buy
64,099
+2,431
+4% +$20.7K ﹤0.01% 2069
2023
Q1 		$538K Buy
61,668
+146
+0.2% +$1.24K ﹤0.01% 2029
2022
Q4 		$508K Buy
61,522
+6,716
+12% +$55.4K ﹤0.01% 2001
2022
Q3 		$447K Buy
54,806
+1,142
+2% +$9.79K ﹤0.01% 2029
2022
Q2 		$457K Buy
53,664
+5,006
+10% +$43.6K ﹤0.01% 2026
2022
Q1 		$439K Sell
48,658
-7,284
-13% -$68.8K ﹤0.01% 2216
2021
Q4 		$552K Buy
55,942
+5,642
+11% +$56.1K ﹤0.01% 2031
2021
Q3 		$504K Buy
50,300
+273
+0.5% +$2.76K ﹤0.01% 2050
2021
Q2 		$503K Buy
50,027
+4,656
+10% +$45.8K ﹤0.01% 2058
2021
Q1 		$443K Buy
45,371
+262
+0.6% +$2.58K ﹤0.01% 1987
2020
Q4 		$450K Buy
45,109
+842
+2% +$8.45K ﹤0.01% 1842
2020
Q3 		$447K Buy
44,267
+2,036
+5% +$20.5K ﹤0.01% 1679
2020
Q2 		$410K Buy
42,231
+1,824
+5% +$17K ﹤0.01% 1672
2020
Q1 		$382K Buy
40,407
+2,224
+6% +$22.5K ﹤0.01% 1530
2019
Q4 		$400K Buy
38,183
+241
+0.6% +$2.49K ﹤0.01% 1725
2019
Q3 		$386K Buy
37,942
+241
+0.6% +$2.46K ﹤0.01% 1668
2019
Q2 		$376K Buy
37,701
+462
+1% +$4.6K ﹤0.01% 1614
2019
Q1 		$373K Buy
37,239
+1,538
+4% +$14.9K ﹤0.01% 1670
2018
Q4 		$341K Buy
35,701
+11,883
+50% +$109K ﹤0.01% 1575
2018
Q3 		$225K Buy
23,818
+230
+1% +$2.13K ﹤0.01% 1983
2018
Q2 		$217K Buy
23,588
+228
+1% +$2.1K ﹤0.01% 1960
2018
Q1 		$215K Buy
23,360
+223
+1% +$2.08K ﹤0.01% 1919
2017
Q4 		$220K Buy
23,137
+1,211
+6% +$12K ﹤0.01% 1862
2017
Q3 		$224K Buy
21,926
+197
+0.9% +$2K ﹤0.01% 1746
2017
Q2 		$221K Buy
21,729
+2,583
+13% +$25.8K ﹤0.01% 1690
2017
Q1 		$186K Buy
19,146
+485
+3% +$4.66K ﹤0.01% 1627
2016
Q4 		$177K Buy
18,661
+1,822
+11% +$17.7K ﹤0.01% 1524
2016
Q3 		$174K Buy
16,839
+155
+0.9% +$1.62K ﹤0.01% 1593
2016
Q2 		$174K Buy
16,684
+159
+1% +$1.62K ﹤0.01% 1405
2016
Q1 		$167K Buy
16,525
+160
+1% +$1.6K ﹤0.01% 1434
2015
Q4 		$164K Buy
16,365
+162
+1% +$1.59K ﹤0.01% 1416
2015
Q3 		$157K Buy
16,203
+160
+1% +$1.55K ﹤0.01% 1305
2015
Q2 		$156K Buy
16,043
+159
+1% +$1.55K ﹤0.01% 1320
2015
Q1 		$155K Buy
15,884
+156
+1% +$1.54K ﹤0.01% 1294
2014
Q4 		$154K Buy
15,728
+154
+1% +$1.5K ﹤0.01% 1256
2014
Q3 		$151K Buy
15,574
+1,045
+7% +$10.2K ﹤0.01% 1357
2014
Q2 		$143K Buy
14,529
+344
+2% +$3.35K 0.01% 1251
2014
Q1 		$134K Buy
14,185
+147
+1% +$1.36K 0.01% 1208
2013
Q4 		$123K Buy
14,038
+495
+4% +$4.34K 0.01% 1156
2013
Q3 		$121K Buy
13,543
+622
+5% +$5.65K 0.01% 1118
2013
Q2 		$124K Buy
+12,921
New +$128K 0.01% 1035

Other funds holding NNY

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Cambridge Investment Research Advisors's NNY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen New York Municipal Value Fund (NNY) stake by 5.5% in Q2 2026, buying an estimated $31.7K and bringing the position to 70,491 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Cambridge Investment Research Advisors first reported a position in NNY in Q2 2013 and has held it in 53 quarters since. 30 funds tracked by Wall St. Rank hold NNY as of Q2 2026.

  • Cambridge Investment Research Advisors held 70,491 shares of Nuveen New York Municipal Value Fund worth $616K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,695 Nuveen New York Municipal Value Fund shares in Q2 2026, an estimated $31.7K.
  • Nuveen New York Municipal Value Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2768 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen New York Municipal Value Fund in Q2 2013 and has held it in 53 quarters since.
  • 30 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.