NUVEEN NEW YORK MUNI VAL (NNY) Institutional Ownership Changes & 13F Activity

NUVEEN NEW YORK MUNI VAL (NNY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 1607 Capital Partners, Llc, Ubs Group Ag, Wells Fargo & Company/Mn, Arax Advisory Partners, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-114,479-18.6%499,432$4.37MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+10,238—10,238$89.48KQ2 2026Sep 02, 2026
Wells Fargo & Company/MnBuy+32,542+40.7%112,523$983.45KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+13,711+16.0%99,500$869.63KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,525+12.5%94,758$828.19KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+8,410+34.2%32,989$288.32KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,933+14.1%15,601$136.35KQ2 2026Aug 14, 2026
Ubs Group AgBuy+33,494+6.3%565,802$4.95MQ2 2026Aug 13, 2026
Morgan StanleyBuy+3,065+1.2%256,513$2.24MQ2 2026Aug 13, 2026
Leigh Baldwin & Co., LlcSell-2,335-1.9%117,483$1.03MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+59+1.0%5,720$50.00KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+3,818+1.0%370,877$3.24MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-3,013-16.2%15,572$136.10KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-2,361-5.5%40,783$356.44KQ2 2026Aug 12, 2026
Summit Trail Advisors, LlcSell-2,911-5.8%47,278$413.21KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+18,652—18,652$163.02KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+14,754+40.8%50,897$444.84KQ2 2026Aug 07, 2026
Tortoise Investment Management, LlcSell-11,500-2.1%538,148$4.70MQ2 2026Aug 07, 2026
Fiera Capital CorpSell-6,032-5.2%109,052$953.11KQ2 2026Aug 07, 2026
Cambridge Investment Research Advisors, Inc.Buy+3,695+5.5%70,491$616.00Q2 2026Jul 30, 2026
Kestra Advisory Services, LlcBuy+196+1.0%18,910$165.83KQ2 2026Jul 28, 2026
Gladstone Institutional Advisory LlcBuy+10,674—10,674$93.29KQ2 2026Jul 27, 2026
Herold Advisors, Inc.Buy+5,106+18.6%32,495$284.00KQ2 2026Jul 22, 2026
Marshall & Sterling Wealth Advisors Inc.Buy+3,236+5.3%64,849$566.78KQ2 2026Jul 21, 2026
Hennion & Walsh Asset Management, Inc.Sell-8,114-1.9%414,691$3.62MQ2 2026Jul 08, 2026
Breakwater Capital GroupSell-1,337-4.3%29,406$257.01KQ2 2026Jul 08, 2026
Corecap Advisors, LlcSell-1,700-100.0%0$0.00Q2 2026Apr 07, 2026
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Frequently asked questions about NNY activity

  • Which institutional owners are buying NNY?

    Institutional owners buying NNY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NNY activity?

    "Buy" means an investor increased their reported position in NNY compared to the prior reporting period. This reflects growing exposure to NUVEEN NEW YORK MUNI VAL (NNY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NNY increasing?

    Institutional interest in NNY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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