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Nuveen New York Municipal Value Fund
NNY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.85M +$175K +17,817 +7%
UBS Group
2
UBS Group
Switzerland
$2.75M +$109K +11,049 +4%
KIM
3
Karpus Investment Management
New York
$2.42M +$2.36M +240,403 New
TIM
4
Tortoise Investment Management
New York
$2.3M +$2.16M +219,272 +2,249%
PM
5
Penbrook Management
New York
$2.15M +$564K +57,403 +37%
RCM
6
Rivernorth Capital Management
Florida
$946K +$925K +94,055 New
WAM
7
Wolverine Asset Management
Illinois
$586K +$225K +22,887 +65%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$503K +$45.8K +4,656 +10%
1CP
9
1607 Capital Partners
Virginia
$422K +$254K +25,800 +159%
Wells Fargo
10
Wells Fargo
California
$406K +$139K +14,154 +54%
LPL Financial
11
LPL Financial
California
$406K +$396K +40,323 New
GC
12
Guggenheim Capital
Illinois
$381K +$372K +37,857 New
KAS
13
Kestra Advisory Services
Texas
$367K +$358K +36,464 New
ACA
14
Ackerman Capital Advisors
Texas
$361K +$223K +22,687 +172%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$358K +$211K +21,437 +151%
Bank of America
16
Bank of America
North Carolina
$352K +$121K +12,284 +54%
LWA
17
Lenox Wealth Advisors
New York
$312K +$305K +31,000 New
RIA
18
Realta Investment Advisors
Delaware
$283K +$173K +17,582 +167%
Cohen & Steers
19
Cohen & Steers
New York
$221K +$216K +21,956 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$218K +$79K +8,033 +59%
RJA
21
Raymond James & Associates
Florida
$206K +$81K +8,235 +67%
SPIA
22
Steward Partners Investment Advisory
New York
$199K – – –
LCM
23
Landscape Capital Management
New Jersey
$188K +$59.7K +6,077 +48%
OC
24
Oppenheimer & Co
New York
$171K +$6.88K +700 +4%
APWM
25
Atlas Private Wealth Management
New York
$168K – – –
1
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