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Nuveen New York Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.18M +$1.41M +165,800 +31%
TIM
2
Tortoise Investment Management
New York
$4.89M +$1.54M +181,481 +48%
UBS Group
3
UBS Group
Switzerland
$3.36M +$391K +46,005 +14%
GC
4
Guggenheim Capital
Illinois
$3.22M +$556K +65,379 +22%
Morgan Stanley
5
Morgan Stanley
New York
$2.87M +$12.3K +1,443 +0.4%
RCM
6
Rivernorth Capital Management
Florida
$2.39M +$2.33M +273,844 New
PM
7
Penbrook Management
New York
$1.86M
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.48M +$576K +67,723 +67%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$538K +$1.24K +146 +0.2%
Wells Fargo
10
Wells Fargo
California
$504K -$46.8K -5,502 -9%
Stifel Financial
11
Stifel Financial
Missouri
$399K -$11.8K -1,390 -3%
RJA
12
Raymond James & Associates
Florida
$370K +$43.4K +5,100 +14%
LPL Financial
13
LPL Financial
California
$352K +$20K +2,352 +6%
MWM
14
Melfa Wealth Management
Massachusetts
$274K
RIA
15
Realta Investment Advisors
Delaware
$245K
WANY
16
Wealthspire Advisors (New York)
New York
$222K -$46.8K -5,500 -18%
HA
17
Herold Advisors
New York
$216K +$459 +54 +0.2%
Bank of America
18
Bank of America
North Carolina
$199K +$25.3K +2,973 +15%
WP
19
Woodline Partners
California
$197K -$234K -27,550 -55%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$182K -$16.1K -1,898 -8%
SPIA
21
Steward Partners Investment Advisory
New York
$179K -$17K -2,000 -9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$148K -$14K -1,650 -9%
CL
23
CIM LLC
New York
$123K
Osaic Holdings
24
Osaic Holdings
Arizona
$116K +$3.94K +463 +4%
OWA
25
Opal Wealth Advisors
New York
$88.3K