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Nuveen New York Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$96K +$63.7K +7,316 +185%
MAG
27
MRA Advisory Group
New Jersey
$93K +$731 +84 +0.8%
KIM
28
Karpus Investment Management
New York
$93K +$95.4K +10,956 New
OWA
29
Opal Wealth Advisors
New York
$86K
VF
30
Virtu Financial
New York
$85K +$87K +10,000 New
GWSG
31
GPS Wealth Strategies Group
Colorado
$69K
LF
32
Lee Financial
Texas
$33K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14K
APA
34
American Portfolios Advisors
New York
$12.8K
WAM
35
Wolverine Asset Management
Illinois
$9K +$9.63K +1,107 New
UB
36
UMB Bank
Missouri
$7K
SWM
37
Spire Wealth Management
Virginia
$4K
First Manhattan
38
First Manhattan
New York
$1K
FIA
39
FNY Investment Advisers
New York
$1K
RCM
40
Rivernorth Capital Management
Florida
-$342K -37,934 Closed
APWM
41
Atlas Private Wealth Management
New York
-$151K -16,739 Closed
OC
42
Oppenheimer & Co
New York
-$145K -16,000 Closed
Truist Financial
43
Truist Financial
North Carolina
-$116K -12,809 Closed
CAN
44
Cetera Advisor Networks
California
-$109K -12,103 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
-$106K -11,708 Closed
SJIA
46
St. James Investment Advisors
New York
-$79K -8,715 Closed
Cohen & Steers
47
Cohen & Steers
New York
-$45K -4,956 Closed