Herold Advisors, Inc. - 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of NUVEEN NY MUN VALUE FD
ValueSharesWeighting
Q3 2023$207,336
-4.9%
25,884
+0.3%
0.06%
-6.0%
Q2 2023$217,966
+0.7%
25,794
+4.0%
0.07%
-10.7%
Q1 2023$216,453
+5.9%
24,808
+0.2%
0.08%
-13.8%
Q4 2022$204,468
+7.1%
24,754
+5.6%
0.09%
-5.4%
Q3 2022$191,000
-3.5%
23,444
+0.3%
0.09%
+4.5%
Q2 2022$198,000
-99.9%
23,371
+0.3%
0.09%
+17.3%
Q1 2022$210,216,000
+91697.4%
23,305
+0.2%
0.08%
-15.7%
Q4 2021$229,000
-1.3%
23,263
+0.3%
0.09%
-1.1%
Q3 2021$232,00023,1850.09%
Other shareholders
NUVEEN NY MUN VALUE FD shareholders Q4 2021
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