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Nuveen New York Municipal Value Fund

Institutional holders · 13F as of Dec 31, 2025

45 holders

HolderValue ↓Shares% of shares
1607 Capital Partners, LLC$5.34M623,323—
Tortoise Investment Management, LLC$4.70M538,148—
UBS Group AG$4.62M538,911—
Hennion & Walsh Asset Management, Inc.$3.53M412,635—
GUGGENHEIM CAPITAL LLC$3.06M367,059—
Morgan Stanley$2.34M272,853—
Penbrook Management LLC$1.78M213,727—
OSAIC HOLDINGS, INC.$1.01M117,848—
LEIGH BALDWIN & CO., LLC$1.00M116,732—
Fiera Capital Corp$953.1K109,052—
WELLS FARGO & COMPANY/MN$643.5K75,138—
RAYMOND JAMES FINANCIAL INC$594.5K69,416—
Marshall & Sterling Wealth Advisors Inc.$528.7K61,730—
LPL Financial LLC$444.8K50,897—
STIFEL FINANCIAL CORP$319.0K37,246—
Breakwater Capital Group$285.0K33,282—
BANK OF AMERICA CORP /DE$274.4K32,041—
MELFA WEALTH MANAGEMENT, INC.$256.1K29,908—
Herold Advisors, Inc.$225.4K26,320—
VIRTUE ASSET MANAGEMENT LLC$192.2K22,440—
Citadel Advisors LLC$169.6K19,805—
Realta Investment Advisors$148.5K17,338—
Bank of Montreal$133.5K15,584—
Royal Bank of Canada$130.0K15,524—
BCS Private Wealth Management, Inc.$128.5K15,000—
Cetera Investment Advisers$126.1K14,727—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$122.4K14,288—
CIM, LLC$117.3K14,049—
Steward Partners Investment Advisory, LLC$108.1K12,626—
Prospera Financial Services Inc$102.8K12,000—
Tyche Wealth Partners LLC$97.6K11,393—
Pacific Wealth Strategies Group, Inc.$85.6K10,000—
Avestar Capital, LLC$85.6K10,000—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$56.4K6,588—
Rockefeller Capital Management L.P.$48.2K5,623—
Grove Bank & Trust$34.3K4,000—
Elyxium Wealth, LLC$26.2K3,059—
Corient Private Wealth LLC$25.7K25,692—
FLAGSHIP HARBOR ADVISORS, LLC$25.3K2,949—
CITIGROUP INC$20.5K2,388—
JONES FINANCIAL COMPANIES LLLP$17.1K2,000—
Spire Wealth Management$4.4K519—
Cambridge Investment Research Advisors, Inc.$57066,525—
Janney Montgomery Scott LLC$23127,673—
Virtu Financial LLC$11313,195—
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