Opal Wealth Advisors, LLC - NUVEEN NY MUN VALUE FD ownership

NUVEEN NY MUN VALUE FD's ticker is NNY and the CUSIP is 67062M105. A total of 42 filers reported holding NUVEEN NY MUN VALUE FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of NUVEEN NY MUN VALUE FD
ValueSharesWeighting
Q2 2024$35,226
-71.4%
4,249
-70.8%
0.01%
-82.0%
Q2 2023$123,083
+39.3%
14,566
+43.9%
0.06%
+17.3%
Q1 2023$88,341
+5.6%
10,1250.0%0.05%
+13.0%
Q4 2022$83,632
-2.8%
10,1250.0%0.05%
-19.3%
Q2 2022$86,000
-5.5%
10,1250.0%0.06%
-27.8%
Q1 2022$91,000
-9.0%
10,1250.0%0.08%
+25.4%
Q4 2021$100,00010,1250.06%
Other shareholders
NUVEEN NY MUN VALUE FD shareholders Q1 2022
NameSharesValueWeighting ↓
Penbrook Management LLC 110,000$1,040,0001.33%
Axiom Investment Management LLC 13,170$125,0000.22%
Atlas Private Wealth Management, LLC 16,739$158,0000.15%
FNY Investment Advisers, LLC 10,000$94,0000.07%
Tortoise Investment Management, LLC 9,612$91,0000.03%
BOURGEON CAPITAL MANAGEMENT LLC 4,723$45,0000.02%
Squar Milner Financial Services LLC 2,000$18,0000.01%
Steward Partners Investment Advisory, LLC 25,750$243,0000.01%
PATHSTONE FAMILY OFFICE, LLC 3,344$32,0000.01%
FLAGSHIP HARBOR ADVISORS, LLC 2,449$23,0000.01%
View complete list of NUVEEN NY MUN VALUE FD shareholders