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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
$2.73M +$258K +28,040 +11%
UBS Group
2
UBS Group
Switzerland
$1.73M -$34.1K -3,709 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.51M +$53.3K +5,793 +4%
PM
4
Penbrook Management
New York
$955K
Wells Fargo
5
Wells Fargo
California
$502K -$9.32K -1,013 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$341K +$109K +11,883 +50%
Invesco
7
Invesco
Georgia
$228K +$112K +12,186 +104%
Bank of America
8
Bank of America
North Carolina
$176K -$58.4K -6,350 -26%
BAM
9
Bruderman Asset Management
New York
$155K +$150K +16,275 New
AIM
10
Axiom Investment Management
New York
$121K +$116K +12,644 New
Citigroup
11
Citigroup
New York
$111K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$105K
MML Investors Services
13
MML Investors Services
Massachusetts
$101K +$322 +35 +0.3%
RJA
14
Raymond James & Associates
Florida
$99K -$90K -9,781 -49%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97K -$3.22K -350 -3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$20K +$6.38K +694 +50%
SMFS
17
Squar Milner Financial Services
California
$19K
APA
18
American Portfolios Advisors
New York
$14.1K
FANJ
19
Financial Architects (New Jersey)
New Jersey
$12K
SWM
20
SeaCrest Wealth Management
New York
$10K
MRCM
21
M&R Capital Management
New Jersey
$8K
First Manhattan
22
First Manhattan
New York
$1K
LCM
23
Landscape Capital Management
New Jersey
-$159K -16,846 Closed
CHAM
24
Clear Harbor Asset Management
Connecticut
-$140K -15,400 Closed
Baird Financial Group
25
Baird Financial Group
Wisconsin
-$101K -10,750 Closed