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Nuveen New York Municipal Value Fund
NNY

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.61M +$695K +87,003 +12%
TIM
2
Tortoise Investment Management
New York
$6.44M +$1.64M +204,821 +36%
UBS Group
3
UBS Group
Switzerland
$4.22M +$425K +53,145 +12%
GC
4
Guggenheim Capital
Illinois
$3.1M -$319K -39,892 -10%
Morgan Stanley
5
Morgan Stanley
New York
$3.02M +$77.9K +9,743 +3%
RCM
6
Rivernorth Capital Management
Florida
$2.2M – – –
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.1M +$115K +14,444 +6%
PM
8
Penbrook Management
New York
$1.77M – – –
BCG
9
Breakwater Capital Group
New Jersey
$766K +$357K +44,637 +93%
WAM
10
Wolverine Asset Management
Illinois
$523K +$505K +63,169 New
Wells Fargo
11
Wells Fargo
California
$448K -$29.8K -3,725 -6%
LCM
12
Landscape Capital Management
New Jersey
$433K +$418K +52,273 New
LPL Financial
13
LPL Financial
California
$421K -$14.4K -1,801 -3%
RJA
14
Raymond James & Associates
Florida
$387K +$12.4K +1,550 +3%
Stifel Financial
15
Stifel Financial
Missouri
$279K -$111K -13,948 -29%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$263K -$260K -32,538 -51%
MWM
17
Melfa Wealth Management
Massachusetts
$248K -$12K -1,500 -5%
HA
18
Herold Advisors
New York
$236K +$21K +2,628 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$235K +$70.3K +8,794 +45%
RIA
20
Realta Investment Advisors
Delaware
$233K – – –
WANY
21
Wealthspire Advisors (New York)
New York
$211K – – –
Bank of America
22
Bank of America
North Carolina
$191K +$751 +94 +0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$175K +$2.21K +277 +1%
SPIA
24
Steward Partners Investment Advisory
New York
$174K -$10.4K -1,300 -6%
JIC
25
Johnson Investment Counsel
Ohio
$129K -$34K -4,250 -21%
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