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Nuveen New York MUN Value FD

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Karpus Management, Inc.
DECREASED
Shares163,472 from 165,921
Change-2,449 (-1%)
Value$2.4K (-$61)
Filed 2021-05-17
Rivernorth Capital Management, LLC
INCREASED
Shares108,017 from 105,517
Change+2,500 (+2%)
Value$1.6K (+$21)
Filed 2021-05-17
Tortoise Investment Management, LLC
INCREASED
Shares87,438 from 52,895
Change+34,543 (+65%)
Value$1.3K (+$500)
Filed 2021-05-05
Penbrook Management LLC
UNCHANGED
Shares37,000 from 37,000
Change0 (0%)
Value$543 (-$6)
Filed 2021-05-06
SIT Investment Associates Inc
INCREASED
Shares27,239 from 19,011
Change+8,228 (+43%)
Value$400 (+$118)
Filed 2021-05-13
Icon Advisers Inc
DECREASED
Shares22,340 from 65,646
Change-43,306 (-66%)
Value$328 (-$646)
Filed 2021-05-05
Wolverine Asset Management LLC
DECREASED
Shares19,570 from 21,591
Change-2,021 (-9%)
Value$287 (-$33)
Filed 2021-05-13
Kestra Advisory Services, LLC
INCREASED
Shares17,973 from 16,973
Change+1,000 (+6%)
Value$264 (+$13)
Filed 2022-07-27
Morgan Stanley
INCREASED
Shares16,500 from 14,421
Change+2,079 (+14%)
Value$242 (+$28)
Filed 2021-05-17
Realta Investment Advisors
NEW
Shares11,334
Change+11,334
Value$166
Filed 2021-04-12
Relative Value Partners Group, LLC
UNCHANGED
Shares10,956 from 10,956
Change0 (0%)
Value$161 (-$1)
Filed 2021-05-12
Bank of America Corp
INCREASED
Shares7,914 from 7,909
Change+5 (+0%)
Value$116 (-$1)
Filed 2021-05-14
Royal Bank of Canada
INCREASED
Shares6,152 from 4,785
Change+1,367 (+29%)
Value$90 (+$19)
Filed 2021-07-20
Wells Fargo & Company
INCREASED
Shares3,451 from 1
Change+3,450 (+345000%)
Value$51 (+$51)
Filed 2021-05-13
Osaic Holdings, Inc.
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$50 (-$1)
Filed 2021-05-13
Citigroup Inc
INCREASED
Shares2,354 from 2,345
Change+9 (+0%)
Value$35 ($0)
Filed 2021-05-13
UBS Group AG
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$17 ($0)
Filed 2021-05-12
Tower Research Capital LLC (TRC)
NEW
Shares87
Change+87
Value$1
Filed 2021-05-17
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
Karpus Management, Inc.
DECREASED163,472165,921-2,449-1%$2.5K$2.4K-$612021-05-17
Rivernorth Capital Management, LLC
INCREASED108,017105,517+2,500+2%$1.6K$1.6K+$212021-05-17
Tortoise Investment Management, LLC
INCREASED87,43852,895+34,543+65%$784$1.3K+$5002021-05-05
Penbrook Management LLC
UNCHANGED37,00037,00000%$549$543-$62021-05-06
SIT Investment Associates Inc
INCREASED27,23919,011+8,228+43%$282$400+$1182021-05-13
Icon Advisers Inc
DECREASED22,34065,646-43,306-66%$974$328-$6462021-05-05
Wolverine Asset Management LLC
DECREASED19,57021,591-2,021-9%$320$287-$332021-05-13
Kestra Advisory Services, LLC
INCREASED17,97316,973+1,000+6%$251$264+$132022-07-27
Morgan Stanley
INCREASED16,50014,421+2,079+14%$214$242+$282021-05-17
Realta Investment Advisors
NEW11,334—+11,334——$166—2021-04-12
Relative Value Partners Group, LLC
UNCHANGED10,95610,95600%$162$161-$12021-05-12
Bank of America Corp
INCREASED7,9147,909+5+0%$117$116-$12021-05-14
Royal Bank of Canada
INCREASED6,1524,785+1,367+29%$71$90+$192021-07-20
Wells Fargo & Company
INCREASED3,4511+3,450+345000%$0$51+$512021-05-13
Osaic Holdings, Inc.
UNCHANGED3,3993,39900%$51$50-$12021-05-13
Citigroup Inc
INCREASED2,3542,345+9+0%$35$35$02021-05-13
UBS Group AG
UNCHANGED1,1791,17900%$17$17$02021-05-12
Tower Research Capital LLC (TRC)
NEW87—+87——$1—2021-05-17
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 19 of 19 institutions