NUVEEN NEW YORK MUNICIPAL VALUE FUND - COM (NNY)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / COM
Total 13F shares
714,358
Share change
+163,027
Total reported value
$6,117,762
Price per share
$8.56
Number of holders
8
Value change
+$1,396,733
Number of buys
3
Number of sells
1

Institutional Holders of NUVEEN NEW YORK MUNICIPAL VALUE FUND - COM (NNY) as of Q4 2025

As of 31 Dec 2025, NUVEEN NEW YORK MUNICIPAL VALUE FUND - COM (NNY) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 714,358 shares. The largest 8 holders included Hennion & Walsh Asset Management, Inc., Penbrook Management LLC, Breakwater Capital Group, MELFA WEALTH MANAGEMENT, INC., Realta Investment Advisors, Grove Bank & Trust, FLAGSHIP HARBOR ADVISORS, LLC, and Spire Wealth Management. This page lists 8 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.