CHICAGO, IL
NUVEEN NEW YORK MUNICIPAL VALUE FUNDNNY— Latest position per institution from SEC 13F filings
15
Institutional holders
3.96M
Total shares held
33.25M
Estimated value
197.97K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
565.80K
Value
4.95M
Filed
Jun 30, 2026
TORTOISE INVESTMENT MANAGEMENT, LLC
CIK 1599511
Shares
538.15K
Value
4.70M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
499.43K
Value
4.37M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
370.88K
Value
3.24M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
364.64K
Value
2.84M
Filed
Sep 30, 2026
MORGAN STANLEY
CIK 895421
Shares
256.51K
Value
2.24M
Filed
Jun 30, 2026
PENBROOK MANAGEMENT LLC
CIK 1381055
Shares
213.73K
Value
1.66M
Filed
Sep 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
119.37K
Value
986.03K
Filed
Mar 31, 2025
LEIGH BALDWIN & CO., LLC
CIK 946629
Shares
117.48K
Value
1.03M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
114.98K
Value
949.74K
Filed
Sep 30, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
112.52K
Value
983.45K
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
109.05K
Value
953.11K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
99.50K
Value
869.63K
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
95.12K
Value
764.97K
Filed
Dec 31, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
94.76K
Value
828.19K
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
70.49K
Value
616.00
Filed
Jun 30, 2026
MARSHALL & STERLING WEALTH ADVISORS INC.
CIK 2056315
Shares
64.85K
Value
566.78K
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
54.02K
Value
465.11K
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
50.90K
Value
444.84K
Filed
Jun 30, 2026
SUMMIT TRAIL ADVISORS, LLC
CIK 1698478
Shares
47.28K
Value
413.21K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 565.80K | 4.95M | Jun 30, 2026 |
| 2 | TORTOISE INVESTMENT MANAGEMENT, LLC | 1599511 | 538.15K | 4.70M | Jun 30, 2026 |
| 3 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 499.43K | 4.37M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 370.88K | 3.24M | Jun 30, 2026 |
| 5 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 364.64K | 2.84M | Sep 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 256.51K | 2.24M | Jun 30, 2026 |
| 7 | PENBROOK MANAGEMENT LLC | 1381055 | 213.73K | 1.66M | Sep 30, 2026 |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 119.37K | 986.03K | Mar 31, 2025 |
| 9 | LEIGH BALDWIN & CO., LLC | 946629 | 117.48K | 1.03M | Jun 30, 2026 |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 114.98K | 949.74K | Sep 30, 2025 |
| 11 | WELLS FARGO & COMPANY/MN | 72971 | 112.52K | 983.45K | Jun 30, 2026 |
| 12 | FIERA CAPITAL CORP | 1505817 | 109.05K | 953.11K | Jun 30, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 99.50K | 869.63K | Jun 30, 2026 |
| 14 | LOGAN STONE CAPITAL, LLC | 1535521 | 95.12K | 764.97K | Dec 31, 2024 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 94.76K | 828.19K | Jun 30, 2026 |
| 16 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 70.49K | 616.00 | Jun 30, 2026 |
| 17 | MARSHALL & STERLING WEALTH ADVISORS INC. | 2056315 | 64.85K | 566.78K | Jun 30, 2026 |
| 18 | RAYMOND JAMES & ASSOCIATES | 1084208 | 54.02K | 465.11K | Sep 30, 2024 |
| 19 | LPL FINANCIAL LLC | 1403438 | 50.90K | 444.84K | Jun 30, 2026 |
| 20 | SUMMIT TRAIL ADVISORS, LLC | 1698478 | 47.28K | 413.21K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.