Who Owns Nuveen New York Municipal Value Fund Stock?
NYSE: NNYFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 21.55%
- Held by insiders
- 0.00%
- Institutional holders
- 45
- Institutions 21.5%
- Insiders 0.0%
- Public and other 78.5%
Who owns Nuveen New York Municipal Value Fund stock?
Institutional investors own about 21.5% of Nuveen New York Municipal Value Fund's shares, spread across 45 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of NNY.
The largest institutional holders are UBS Group AG (3.00%), Tortoise Investment Management, LLC (2.85%) and 1607 Capital Partners, LLC (2.64%). Together, the top 10 institutions control 16.9% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their NNY positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NNY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| UBS Group AG | 565.80K | 3.00% | +6.3% |
| Tortoise Investment Management, LLC | 538.15K | 2.85% | -2.1% |
| 1607 Capital Partners, LLC | 499.43K | 2.64% | -18.6% |
| Hennion & Walsh Asset Management, Inc. | 414.69K | 2.20% | -1.9% |
| Guggenheim Capital, LLC | 370.88K | 1.96% | +1.0% |
| Morgan Stanley | 256.51K | 1.36% | +1.2% |
| Penbrook Management LLC | 213.73K | 1.13% | 0.0% |
| Leigh Baldwin & Company, LLC | 117.48K | 0.62% | -1.9% |
| Wells Fargo & Company | 112.52K | 0.60% | +40.7% |
| Fiera Capital Corporation | 109.05K | 0.58% | -5.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Frequently asked questions
Who is the largest shareholder of Nuveen New York Municipal Value Fund?
UBS Group AG is the largest institutional shareholder of NNY, owning 3.00% of shares outstanding (565.80K shares) as of its latest 13F filing.
What percentage of Nuveen New York Municipal Value Fund is owned by institutions?
Institutions own about 21.5% of NNY shares and 21.5% of the public float.
How much of Nuveen New York Municipal Value Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of NNY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.