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Nuveen New York Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.43M +$576K +62,277 +32%
UBS Group
2
UBS Group
Switzerland
$1.74M -$110K -11,932 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.44M +$36.5K +3,947 +3%
PM
4
Penbrook Management
New York
$943K
Wells Fargo
5
Wells Fargo
California
$505K -$92.5K -10,000 -16%
Bank of America
6
Bank of America
North Carolina
$233K +$50.9K +5,500 +29%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$225K +$2.13K +230 +1%
RJA
8
Raymond James & Associates
Florida
$190K -$28.7K -3,100 -13%
LCM
9
Landscape Capital Management
New Jersey
$159K -$10.6K -1,150 -6%
CHAM
10
Clear Harbor Asset Management
Connecticut
$140K +$7.87K +850 +6%
Citigroup
11
Citigroup
New York
$110K +$15K +1,625 +16%
Invesco
12
Invesco
Georgia
$110K +$108K +11,686 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$104K
Baird Financial Group
14
Baird Financial Group
Wisconsin
$101K +$99.5K +10,750 New
MML Investors Services
15
MML Investors Services
Massachusetts
$100K +$97.8K +10,571 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$99K
SMFS
17
Squar Milner Financial Services
California
$19K
APA
18
American Portfolios Advisors
New York
$13.9K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$13K
FANJ
20
Financial Architects (New Jersey)
New Jersey
$12K
SWM
21
SeaCrest Wealth Management
New York
$9K
MRCM
22
M&R Capital Management
New Jersey
$8K
First Manhattan
23
First Manhattan
New York
$1K