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Nuveen New York Municipal Value Fund
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Overview Fund Activity

41 hedge funds and large institutions have $36.1M invested in Nuveen New York Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
Penbrook Management
New York
$3.5M
2
GC
Guggenheim Capital
Illinois
$2.98M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.69M
4
Morgan Stanley
Morgan Stanley
New York
$2.3M
5
RIA
Realta Investment Advisors
Delaware
$141K

Top Sellers

1
TIM
Tortoise Investment Management
New York
$7.07M
2
WAM
Wolverine Asset Management
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$175K
4
UBS Group
UBS Group
Switzerland
$4.27M
5
RCM
Rivernorth Capital Management
Florida
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$7.07M -$1.22M -150,069 -15%
1CP
2
1607 Capital Partners
Virginia
$5.81M -$110K -13,521 -2%
UBS Group
3
UBS Group
Switzerland
$4.27M -$242K -29,806 -5%
PM
4
Penbrook Management
New York
$3.5M +$1.75M +213,727 +100%
GC
5
Guggenheim Capital
Illinois
$2.98M +$262K +32,272 +10%
Morgan Stanley
6
Morgan Stanley
New York
$2.3M +$104K +12,830 +5%
RCM
7
Rivernorth Capital Management
Florida
$1.88M -$165K -20,372 -8%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.69M +$174K +21,516 +12%
LBC
9
Leigh Baldwin & Co
New York
$912K +$39.5K +4,875 +5%
LPL Financial
10
LPL Financial
California
$581K +$2.56K +315 +0.4%
Wells Fargo
11
Wells Fargo
California
$557K +$38.5K +4,744 +7%
BCG
12
Breakwater Capital Group
New Jersey
$533K -$45K -5,545 -8%
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$454K -$162K -20,023 -26%
Stifel Financial
14
Stifel Financial
Missouri
$392K +$5.98K +737 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$324K -$52.3K -6,450 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$273K +$10.3K +1,272 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$257K – – –
MWM
18
Melfa Wealth Management
Massachusetts
$243K – – –
HA
19
Herold Advisors
New York
$220K +$852 +105 +0.4%
SPIA
20
Steward Partners Investment Advisory
New York
$194K +$8.11K +1,000 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$192K -$12.2K -1,500 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$175K -$673K -83,752 -79%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$150K +$37.5K +4,626 +33%
KAS
24
Kestra Advisory Services
Texas
$148K +$1.06K +130 +0.7%
RIA
25
Realta Investment Advisors
Delaware
$141K +$58.5K +7,218 +71%
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