Institutional Ownership
Nuveen N Y Mun Value Fd
CUSIP 67062M105COMNNYQ1 2026
Institutional Holders
43
13F filers
Shares Held
4.05M
Aggregate institutional
Institutional Value
$33.03M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased10
Decreased13
Sold out5
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 613.9K | $5.13M | −9.4K | Reduced |
| 2 | Tortoise Investment Management, LLC | 549.6K | $4.59M | −112.7K | Reduced |
| 3 | Ubs Group AG | 532.3K | $4.44M | −6.6K | Reduced |
| 4 | Hennion & Walsh Asset Management, Inc. | 422.8K | $3.53M | +10.2K | Added |
| 5 | Guggenheim Capital LLC | 367.1K | $3.06M | −47.3K | Reduced |
| 6 | Morgan Stanley | 253.4K | $2.12M | −19.4K | Reduced |
| 7 | Penbrook Management LLC | 213.7K | $1.78M | 0 | Held |
| 8 | Leigh Baldwin & Co., LLC | 119.8K | $1.00M | +3.1K | Added |
| 9 | Fiera Capital Corp | 115.1K | $961.0K | −89.4K | Reduced |
| 10 | Osaic Holdings, Inc. | 85.8K | $716.3K | −32.1K | Reduced |
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