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Nuveen New York Municipal Value Fund
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Overview Fund Activity

36 hedge funds and large institutions have $31.1M invested in Nuveen New York Municipal Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.92M
2
BCG
2
Breakwater Capital Group
New Jersey
$368K
3
GC
3
Guggenheim Capital
Illinois
$3.32M
4
UBS Group
4
UBS Group
Switzerland
$3.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.84M

Top Sellers

1
OWA
1
Opal Wealth Advisors
New York
$0
2
EAM
2
Evanson Asset Management
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$157K
5
RCM
5
Rivernorth Capital Management
Florida
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$5.69M +$25.1K +3,128 +0.4%
TIM
2
Tortoise Investment Management
New York
$4.59M +$185K +23,118 +4%
UBS Group
3
UBS Group
Switzerland
$3.66M +$273K +34,144 +8%
GC
4
Guggenheim Capital
Illinois
$3.32M +$286K +35,713 +9%
Morgan Stanley
5
Morgan Stanley
New York
$2.84M +$224K +27,907 +9%
RCM
6
Rivernorth Capital Management
Florida
$2.12M -$10.8K -1,352 -0.5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.92M +$386K +48,128 +25%
PM
8
Penbrook Management
New York
$1.71M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$515K +$1.66K +207 +0.3%
Wells Fargo
10
Wells Fargo
California
$463K -$8 -1 -0%
LPL Financial
11
LPL Financial
California
$421K +$2.19K +273 +0.5%
Stifel Financial
12
Stifel Financial
Missouri
$381K +$14K +1,750 +4%
BCG
13
Breakwater Capital Group
New Jersey
$368K +$368K +47,752 New
RJA
14
Raymond James & Associates
Florida
$362K +$47.2K +5,893 +15%
MWM
15
Melfa Wealth Management
Massachusetts
$252K – – –
RIA
16
Realta Investment Advisors
Delaware
$238K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$214K +$126K +15,703 +143%
HA
18
Herold Advisors
New York
$207K +$721 +90 +0.3%
WANY
19
Wealthspire Advisors (New York)
New York
$204K – – –
Bank of America
20
Bank of America
North Carolina
$184K +$529 +66 +0.3%
SPIA
21
Steward Partners Investment Advisory
New York
$179K +$14.4K +1,800 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$167K – – –
JIC
23
Johnson Investment Counsel
Ohio
$158K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$157K -$28.1K -3,500 -15%
Osaic Holdings
25
Osaic Holdings
Arizona
$150K +$108K +13,471 +254%
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