NAN Institutional Ownership
Nuveen New York Quality Municipal Income Fund
1W: +0.5%
1M: +1.0%
3M: -11.7%
YTD: -11.5%
1Y: -13.9%
3Y: +24.6%
5Y: -12.9%
$9.88
+0.04 (+0.41%)
Weekly Expected Move ±3.3%
$9
$9
$10
$10
$10
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NAN
62
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$60M
Total Invested
8
New Positions
22
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 856,578 | $8M | -23,767 | -2.7% | 60Q | SEC ↗ |
| 2 | Hennion & Walsh Asset Management, Inc. | 601,349 | $6M | +81,187 | +15.6% | 22Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 516,221 | $5M | +18,065 | +3.6% | 64Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 500,724 | $5M | -9,164 | -1.8% | 15Q | SEC ↗ |
| 5 | Lido Advisors, LLC | 413,884 | $4M | — | +0.0% | 11Q | SEC ↗ |
| 6 | Indivisible Partners | 325,461 | $3M | -6,517 | -2.0% | 3Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 316,516 | $3M | +41,502 | +15.1% | 71Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 198,681 | $2M | +739 | +0.4% | 34Q | SEC ↗ |
| 9 | ASHTON THOMAS SECURITIES, LLC | 166,556 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 145,056 | $1M | +18,121 | +14.3% | 67Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 114,996 | $1M | +40,802 | +55.0% | 7Q | SEC ↗ |
| 12 | LPL Financial LLC | 92,488 | $914K | +2,902 | +3.2% | 7Q | SEC ↗ |
| 13 | Lionshead Wealth Management, LLC | 74,500 | $736K | — | +0.0% | 5Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 63,657 | $629K | +5,906 | +10.2% | 12Q | SEC ↗ |
| 15 | Arax Advisory Partners NEW | 56,652 | $560K | — | +0.0% | 1Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 53,521 | $529K | -83 | -0.2% | 34Q | SEC ↗ |
| 17 | NewEdge Wealth, LLC | 49,938 | $493K | +2,938 | +6.3% | 7Q | SEC ↗ |
| 18 | GC Wealth Management RIA, LLC | 49,552 | $490K | — | +0.0% | 3Q | SEC ↗ |
| 19 | Avestar Capital, LLC | 48,084 | $475K | +8,000 | +20.0% | 6Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 46,496 | $459K | +1,200 | +2.6% | 39Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 45,552 | $450K | +165 | +0.4% | 26Q | SEC ↗ |
| 22 | PFG Investments, LLC | 37,257 | $368K | -177 | -0.5% | 8Q | SEC ↗ |
| 23 | Olde Wealth Management, LLC | 31,727 | $313K | — | +0.0% | 4Q | SEC ↗ |
| 24 | SHUFRO ROSE & CO LLC | 27,000 | $267K | — | +0.0% | 32Q | SEC ↗ |
| 25 | HORIZON KINETICS ASSET MANAGEMENT LLC | 24,903 | $246K | — | +0.0% | 30Q | SEC ↗ |
| 26 | UBS Group AG | 23,714 | $234K | — | +0.0% | 47Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 21,766 | $215K | +10,856 | +99.5% | 2Q | SEC ↗ |
| 28 | Circle Wealth Management, LLC | 20,808 | $206K | — | +0.0% | 17Q | SEC ↗ |
| 29 | Equitable Holdings, Inc. | 19,492 | $193K | +364 | +1.9% | 5Q | SEC ↗ |
| 30 | South Shore Capital Advisors NEW | 18,635 | $184K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 17,528 | $173K | -4,365 | -19.9% | 5Q | SEC ↗ |
| 32 | IBEX WEALTH ADVISORS | 14,908 | $147K | — | +0.0% | 7Q | SEC ↗ |
| 33 | Kingsview Wealth Management, LLC | 13,450 | $133K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Breakwater Capital Group | 13,103 | $129K | +524 | +4.2% | 6Q | SEC ↗ |
| 35 | KINGSWOOD WEALTH ADVISORS, LLC | 13,000 | $128K | — | +0.0% | 7Q | SEC ↗ |
| 36 | Opal Wealth Advisors, LLC | 12,704 | $126K | +140 | +1.1% | 9Q | SEC ↗ |
| 37 | Seelaus Asset Management LLC | 12,660 | $125K | +229 | +1.8% | 7Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 12,602 | $125K | +701 | +5.9% | 3Q | SEC ↗ |
| 39 | &PARTNERS | 12,536 | $124K | +78 | +0.6% | 3Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 11,987 | $118K | — | +0.0% | 9Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC | 11,405 | $113K | — | +0.0% | 20Q | SEC ↗ |
| 42 | MGO ONE SEVEN LLC | 10,925 | $108K | — | +0.0% | 9Q | SEC ↗ |
| 43 | J. L. Bainbridge & Co., Inc. | 10,782 | $107K | +201 | +1.9% | 4Q | SEC ↗ |
| 44 | OMNI 360 Wealth, Inc. NEW | 10,680 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Focus Partners Advisor Solutions, LLC NEW | 10,680 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 46 | XTX Topco Ltd NEW | 10,201 | $101K | — | +0.0% | 1Q | SEC ↗ |
| 47 | David J Yvars Group NEW | 10,112 | $100K | — | +0.0% | 1Q | SEC ↗ |
| 48 | OPPENHEIMER & CO INC | 10,074 | $100K | +54 | +0.5% | 2Q | SEC ↗ |
| 49 | Penserra Capital Management LLC | 3,834 | $38K | +2,556 | +200.0% | 2Q | SEC ↗ |
| 50 | Grove Bank & Trust | 3,000 | $30K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 56,652 | $560K |
| South Shore Capital Advisors | 18,635 | $184K |
| OMNI 360 Wealth, Inc. | 10,680 | $106K |
| Focus Partners Advisor Solutions, L | 10,680 | $106K |
| XTX Topco Ltd | 10,201 | $101K |
| David J Yvars Group | 10,112 | $100K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 397 | $4K |
| ASSETMARK, INC | 34 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Westwood Wealth Management | 63,700 | $629K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 38,618 | $382K |
| FSA Investment Group, LLC | 35,000 | $346K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,440 | $291K |
| HRT FINANCIAL LP | 13,772 | $136K |
| JANE STREET GROUP, LLC | 13,037 | $129K |
| Broyhill Asset Management, LLC | 10,000 | $99K |
| Steward Partners Investment Advisor | 8,500 | $84K |
| Western Wealth Management, LLC | 6,675 | $66K |
| CoreCap Advisors, LLC | 1,500 | $15K |
| Advisory Services Network, LLC | 300 | $3K |
| TUCKER ASSET MANAGEMENT LLC | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +81,187 | +15.6% | 601,349 |
| WELLS FARGO & COMPANY/MN | +41,502 | +15.1% | 316,516 |
| RAYMOND JAMES FINANCIAL INC | +40,802 | +55.0% | 114,996 |
| ROYAL BANK OF CANADA | +18,121 | +14.3% | 145,056 |
| GUGGENHEIM CAPITAL LLC | +18,065 | +3.6% | 516,221 |
| AMERIPRISE FINANCIAL INC | +10,856 | +99.5% | 21,766 |
| Avestar Capital, LLC | +8,000 | +20.0% | 48,084 |
| ENVESTNET ASSET MANAGEMENT INC | +5,906 | +10.2% | 63,657 |
| NewEdge Wealth, LLC | +2,938 | +6.3% | 49,938 |
| LPL Financial LLC | +2,902 | +3.2% | 92,488 |
| Penserra Capital Management LLC | +2,556 | +200.0% | 3,834 |
| Janney Montgomery Scott LLC | +1,200 | +2.6% | 46,496 |
| HighTower Advisors, LLC | +739 | +0.4% | 198,681 |
| NewEdge Advisors, LLC | +701 | +5.9% | 12,602 |
| Breakwater Capital Group | +524 | +4.2% | 13,103 |
| Equitable Holdings, Inc. | +364 | +1.9% | 19,492 |
| Seelaus Asset Management LLC | +229 | +1.8% | 12,660 |
| J. L. Bainbridge & Co., Inc. | +201 | +1.9% | 10,782 |
| OSAIC HOLDINGS, INC. | +165 | +0.4% | 45,552 |
| Opal Wealth Advisors, LLC | +140 | +1.1% | 12,704 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -23,767 | -2.7% | 856,578 |
| BANK OF AMERICA CORP /DE | -9,164 | -1.8% | 500,724 |
| Indivisible Partners | -6,517 | -2.0% | 325,461 |
| Cresset Asset Management, LLC | -4,365 | -19.9% | 17,528 |
| PFG Investments, LLC | -177 | -0.5% | 37,257 |
| COMMONWEALTH EQUITY SERVICES, LLC | -83 | -0.2% | 53,521 |