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Nuveen New York Municipal Value Fund
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Overview Fund Activity

40 hedge funds and large institutions have $36M invested in Nuveen New York Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Penbrook Management
New York
$3.5M
2
GC
2
Guggenheim Capital
Illinois
$2.98M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.69M
4
BPWM
4
BCS Private Wealth Management
New Jersey
$122K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.3M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$7.07M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$175K
4
UBS Group
4
UBS Group
Switzerland
$4.27M
5
RCM
5
Rivernorth Capital Management
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$7.07M 872,360 -150,069 -15%
1CP
2
1607 Capital Partners
Virginia
$5.81M 716,944 -13,521 -2%
UBS Group
3
UBS Group
Switzerland
$4.27M 527,107 -29,806 -5%
PM
4
Penbrook Management
New York
$3.5M 427,454 +213,727 +100%
GC
5
Guggenheim Capital
Illinois
$2.98M 367,343 +32,272 +10%
Morgan Stanley
6
Morgan Stanley
New York
$2.3M 284,122 +12,830 +5%
RCM
7
Rivernorth Capital Management
Florida
$1.88M 231,516 -20,372 -8%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.69M 208,324 +21,516 +12%
LBC
9
Leigh Baldwin & Co
New York
$912K 112,467 +4,875 +5%
LPL Financial
10
LPL Financial
California
$581K 71,659 +315 +0.4%
Wells Fargo
11
Wells Fargo
California
$557K 68,653 +4,744 +7%
BCG
12
Breakwater Capital Group
New Jersey
$533K 65,761 -5,545 -8%
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$454K 56,006 -20,023 -26%
Stifel Financial
14
Stifel Financial
Missouri
$392K 48,292 +737 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$324K 39,967 -6,450 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$273K 33,660 +1,272 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$257K 31,658 – –
MWM
18
Melfa Wealth Management
Massachusetts
$243K 29,908 – –
HA
19
Herold Advisors
New York
$220K 27,072 +105 +0.4%
SPIA
20
Steward Partners Investment Advisory
New York
$194K 23,970 +1,000 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$192K 23,635 -1,500 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$175K 21,753 -83,752 -79%
KAS
23
Kestra Advisory Services
Texas
$148K 18,130 +130 +0.7%
RIA
24
Realta Investment Advisors
Delaware
$141K 17,338 +7,218 +71%
Bank of America
25
Bank of America
North Carolina
$140K 17,321 -592 -3%
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