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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
$3.24M +$498K +52,718 +17%
Morgan Stanley
2
Morgan Stanley
New York
$2.88M +$110K +11,675 +4%
UBS Group
3
UBS Group
Switzerland
$2.72M +$282K +29,884 +11%
PM
4
Penbrook Management
New York
$1.93M
GC
5
Guggenheim Capital
Illinois
$1.44M +$257K +27,202 +21%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.32M +$894K +94,713 +185%
1CP
7
1607 Capital Partners
Virginia
$895K +$668K +70,726 +248%
TAM
8
Tocqueville Asset Management
New York
$583K +$610K +64,650 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$439K -$68.8K -7,284 -13%
Stifel Financial
10
Stifel Financial
Missouri
$432K +$92.6K +9,812 +26%
RCM
11
Rivernorth Capital Management
Florida
$342K -$174K -18,467 -33%
LPL Financial
12
LPL Financial
California
$336K -$19K -2,015 -5%
RJA
13
Raymond James & Associates
Florida
$309K +$28.3K +3,000 +10%
LWA
14
Lenox Wealth Advisors
New York
$283K
Wells Fargo
15
Wells Fargo
California
$280K -$279K -29,551 -49%
RIA
16
Realta Investment Advisors
Delaware
$254K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$212K +$17.9K +1,898 +9%
HA
18
Herold Advisors
New York
$210K +$397 +42 +0.2%
Bank of America
19
Bank of America
North Carolina
$197K +$85 +9 +0%
KAS
20
Kestra Advisory Services
Texas
$189K +$19.8K +2,097 +11%
SPIA
21
Steward Partners Investment Advisory
New York
$178K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$170K -$196K -20,728 -52%
APWM
23
Atlas Private Wealth Management
New York
$151K
OC
24
Oppenheimer & Co
New York
$145K
CL
25
CIM LLC
New York
$127K