GIA
NNY icon

Gladstone Institutional Advisory’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Gladstone Institutional Advisory’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 		$93.3K Buy
+10,674
New +$91.5K ﹤0.01% 880

Other funds holding NNY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
LBC
Leigh Baldwin & Co Cazenovia, New York $186M AUM 40.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Gladstone Institutional Advisory's NNY Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Nuveen New York Municipal Value Fund (NNY) in Q2 2026: 10,674 shares worth $93.3K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings.

45 funds tracked by Wall St. Rank hold NNY as of Q2 2026.

  • Gladstone Institutional Advisory held 10,674 shares of Nuveen New York Municipal Value Fund worth $93.3K as of Q2 2026.
  • Nuveen New York Municipal Value Fund was a new Gladstone Institutional Advisory position in Q2 2026.
  • Nuveen New York Municipal Value Fund made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #880 holding.
  • 45 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.