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Nuveen New York Muni VAL (NNY)

CUSIP: 67062M105 | US | Financial Services · Asset Management | Micro Cap | 148 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tortoise Investment Management, LLC517,080
0.3% of portfolio›$4.0M
Hennion & Walsh Asset Management, Inc.364,645
0.1% of portfolio›$2.8M
Penbrook Management LLC213,727
1.0% of portfolio›$1.7M
LPL Financial LLC81,928
0.0% of portfolio›$637.4K
Cambridge Investment Research Advisors, Inc.71,081
0.0% of portfolio›$553
Marshall & Sterling Wealth Advisors Inc.65,944
0.3% of portfolio›$513.0K
Breakwater Capital Group31,341
0.0% of portfolio›$243.8K
Keybank National Association30,800
0.0% of portfolio›$239.6K
Melfa Wealth Management, Inc.29,908
0.1% of portfolio›$232.7K
Herold Advisors, Inc.27,603
0.0% of portfolio›$214.8K
Indivisible Partners23,357
0.0% of portfolio›$181.7K
Wolverine Asset Management LLC23,243
0.0% of portfolio›$180.8K
Kestra Advisory Services, LLC19,110
0.0% of portfolio›$149.2K
Realta Investment Advisors17,338
0.0% of portfolio›$134.9K
Fiera Capital Corp13,771
0.0% of portfolio›$107.1K
Prospera Financial Services Inc12,000
0.0% of portfolio›$95.2K
Avestar Capital, LLC10,000
0.0% of portfolio›$78.1K
Grove Bank & Trust4,000
0.0% of portfolio›$31.1K
CoreCap Advisors, LLC3,400
0.0% of portfolio›$26.5K
Citigroup Inc2,388
0.0% of portfolio›$18.6K
Latitude Advisors, LLC630
0.0% of portfolio›$4.9K
Spire Wealth Management519
0.0% of portfolio›$4.0K
FNY Investment Advisers, LLC300
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Tortoise Investment Management, LLC
517,080$4.0M0.3%ETFLowWhite Plains, NY2026-11-06
Hennion & Walsh Asset Management, Inc.
364,645$2.8M0.1%ValueMediumParsippany, NJ2026-10-13
Penbrook Management LLC
213,727$1.7M1.0%CoreLowNew York, NY2026-10-16
LPL Financial LLC
81,928$637.4K0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
71,081$5530.0%ETFLowFairfield, IA2026-11-02
Marshall & Sterling Wealth Advisors Inc.
65,944$513.0K0.3%ETFMediumPoughkeepsie, NY2026-10-28
Breakwater Capital Group
31,341$243.8K0.0%ETFLowParamus, NJ2026-10-09
Keybank National Association
30,800$239.6K0.0%CoreLowBrooklyn, OH2026-11-04
Melfa Wealth Management, Inc.
29,908$232.7K0.1%YieldLowWestborough, MA2026-11-06
Herold Advisors, Inc.
27,603$214.8K0.0%CoreLowNew York, NY2026-10-19
Indivisible Partners
23,357$181.7K0.0%GrowthMediumClearwater, FL2026-10-26
Wolverine Asset Management LLC
23,243$180.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Kestra Advisory Services, LLC
19,110$149.2K0.0%CoreLowAustin, TX2026-11-02
Realta Investment Advisors
17,338$134.9K0.0%GrowthMediumWilmington, DE2026-10-14
Fiera Capital Corp
13,771$107.1K0.0%CoreMediumMontreal, Austria2026-11-06
Prospera Financial Services Inc
12,000$95.2K0.0%CoreMediumDallas, TX2026-11-04
Avestar Capital, LLC
10,000$78.1K0.0%GrowthLowNew York, NY2026-10-28
Grove Bank & Trust
4,000$31.1K0.0%ETFLowMiami, FL2026-10-08
CoreCap Advisors, LLC
3,400$26.5K0.0%ETFMediumSouthfield, MI2026-10-08
Citigroup Inc
2,388$18.6K0.0%CoreMediumNew York, NY2026-11-04
Latitude Advisors, LLC
630$4.9K0.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
519$4.0K0.0%GrowthMediumMclean, VA2026-10-30
FNY Investment Advisers, LLC
300$20.0%GrowthVery HighNew York, NY2026-10-16