Spire Wealth Management - NUVEEN NY MUN VALUE FD ownership

NUVEEN NY MUN VALUE FD's ticker is NNY and the CUSIP is 67062M105. A total of 40 filers reported holding NUVEEN NY MUN VALUE FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of NUVEEN NY MUN VALUE FD
ValueSharesWeighting
Q3 2023$4,157
-5.2%
5190.0%0.00%
Q2 2023$4,386
-3.1%
5190.0%0.00%
Q1 2023$4,528
+113100.0%
5190.0%0.00%
Q4 2022$4
-99.9%
5190.0%0.00%
Q3 2022$4,0000.0%5190.0%0.00%
Q2 2022$4,000
-20.0%
5190.0%0.00%
Q1 2022$5,0000.0%5190.0%0.00%
Q4 2021$5,0000.0%5190.0%0.00%
Q3 2021$5,0000.0%5190.0%0.00%
Q2 2021$5,0005190.00%
Other shareholders
NUVEEN NY MUN VALUE FD shareholders Q2 2022
NameSharesValueWeighting ↓
Penbrook Management LLC 213,727$1,928,0001.25%
Tortoise Investment Management, LLC 359,403$3,242,0000.60%
Atlas Private Wealth Management, LLC 16,739$151,0000.09%
Opal Wealth Advisors, LLC 10,125$91,0000.08%
Herold Advisors, Inc. 23,305$210,216,0000.08%
MRA Advisory Group 10,795$97,0000.07%
St. James Investment Advisors, LLC 8,715$79,0000.06%
1607 Capital Partners, LLC 99,271$895,0000.05%
Realta Investment Advisors 28,127$254,0000.05%
Lenox Wealth Advisors, LLC 31,000$283,0000.04%
View complete list of NUVEEN NY MUN VALUE FD shareholders