NRK Institutional Ownership
Nuveen New York AMT-Free Quality Municipal Income Fund
1W: +0.2%
1M: -6.3%
3M: -12.4%
YTD: -5.8%
1Y: -6.7%
3Y: +16.7%
5Y: -13.4%
$9.36
+0.09 (+0.97%)
Weekly Expected Move ±2.7%
$9
$9
$9
$10
$10
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Institutional Ownership — NRK
116
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$119M
Total Invested
19
New Positions
27
Increased
32
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (136 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,669,944 | $$25M | -184,793 | -6.5% | 60Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 1,406,909 | $$13M | +73,975 | +5.5% | 54Q | SEC ↗ |
| 3 | Hennion & Walsh Asset Management, Inc. | 830,423 | $$8M | +103,864 | +14.3% | 22Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 595,028 | $$6M | -15,577 | -2.6% | 57Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 440,190 | $$4M | +2,552 | +0.6% | 54Q | SEC ↗ |
| 6 | Lido Advisors, LLC | 380,076 | $$4M | — | +0.0% | 11Q | SEC ↗ |
| 7 | North Ground Capital | 323,680 | $$3M | -30,734 | -8.7% | 7Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 287,023 | $$3M | +10,065 | +3.6% | 15Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 274,997 | $$3M | +28,685 | +11.6% | 67Q | SEC ↗ |
| 10 | PFG Investments, LLC | 260,768 | $$2M | -539 | -0.2% | 10Q | SEC ↗ |
| 11 | SIT INVESTMENT ASSOCIATES INC | 239,593 | $$2M | -6,381 | -2.6% | 15Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 212,057 | $$2M | +12,419 | +6.2% | 7Q | SEC ↗ |
| 13 | UBS Group AG | 183,425 | $$2M | -2,601 | -1.4% | 47Q | SEC ↗ |
| 14 | ROBINSON CAPITAL MANAGEMENT, LLC | 169,189 | $$2M | -256,164 | -60.2% | 8Q | SEC ↗ |
| 15 | HORIZON KINETICS ASSET MANAGEMENT LLC | 138,453 | $$1M | — | +0.0% | 30Q | SEC ↗ |
| 16 | Indivisible Partners | 125,691 | $$1M | +12,470 | +11.0% | 3Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 118,032 | $$1M | +14,679 | +14.2% | 10Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 116,856 | $$1M | -1,844 | -1.6% | 35Q | SEC ↗ |
| 19 | Avestar Capital, LLC | 114,968 | $$1M | +9,200 | +8.7% | 11Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 110,684 | $$1M | -1,624 | -1.4% | 42Q | SEC ↗ |
| 21 | LPL Financial LLC | 98,501 | $$922K | +30,392 | +44.6% | 54Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 90,198 | $$844K | +25,305 | +39.0% | 2Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 89,373 | $$837K | +9,917 | +12.5% | 12Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 83,950 | $$786K | +44,151 | +110.9% | 26Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 76,018 | $$712K | +55,081 | +263.1% | 3Q | SEC ↗ |
| 26 | Alpine Global Management, LLC | 75,024 | $$702K | -43,149 | -36.5% | 4Q | SEC ↗ |
| 27 | WEDBUSH SECURITIES INC | 70,845 | $$663K | -1,196 | -1.7% | 22Q | SEC ↗ |
| 28 | RMR Wealth Builders | 65,445 | $$613K | -244 | -0.4% | 14Q | SEC ↗ |
| 29 | DEUTSCHE BANK AG | 63,101 | $$591K | -72,415 | -53.4% | 13Q | SEC ↗ |
| 30 | ASHTON THOMAS SECURITIES, LLC | 61,711 | $$578K | +12,411 | +25.2% | 9Q | SEC ↗ |
| 31 | Realta Investment Advisors | 53,359 | $$499K | — | +0.0% | 5Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,683 | $$493K | +4,044 | +8.3% | 4Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 46,840 | $$438K | +4,338 | +10.2% | 15Q | SEC ↗ |
| 34 | Breakwater Capital Group | 44,086 | $$413K | +21,479 | +95.0% | 4Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 43,207 | $$404K | +8,440 | +24.3% | 2Q | SEC ↗ |
| 36 | CHOREO, LLC | 41,606 | $$389K | -3,839 | -8.4% | 4Q | SEC ↗ |
| 37 | Mariner, LLC | 38,983 | $$365K | -679 | -1.7% | 45Q | SEC ↗ |
| 38 | NewEdge Wealth, LLC | 38,055 | $$356K | -33,196 | -46.6% | 8Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 36,871 | $$345K | -3,527 | -8.7% | 7Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC | 34,836 | $$326K | +21,136 | +154.3% | 38Q | SEC ↗ |
| 41 | Herold Advisors, Inc. | 34,793 | $$326K | +2,414 | +7.5% | 20Q | SEC ↗ |
| 42 | CARY STREET PARTNERS FINANCIAL LLC | 32,349 | $$303K | — | +0.0% | 4Q | SEC ↗ |
| 43 | PNC Financial Services Group, Inc. | 31,463 | $$294K | — | +0.0% | 15Q | SEC ↗ |
| 44 | Leisure Capital Management | 30,153 | $$282K | — | +0.0% | 13Q | SEC ↗ |
| 45 | Stockman Wealth Management, Inc. | 30,000 | $$281K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Kingsview Wealth Management, LLC NEW | 27,328 | $$256K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 26,569 | $$249K | -823 | -3.0% | 4Q | SEC ↗ |
| 48 | &PARTNERS | 26,198 | $$245K | +8,042 | +44.3% | 6Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV NEW | 26,160 | $$245K | — | +0.0% | 1Q | SEC ↗ |
| 50 | STALEY CAPITAL ADVISERS INC | 26,000 | $$243K | — | +0.0% | 24Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 27,328 | $$256K |
| MERCER GLOBAL ADVISORS INC /ADV | 26,160 | $$245K |
| Evanson Financial, LLC | 24,146 | $$226K |
| Lionshead Wealth Management, LLC | 24,023 | $$225K |
| Evanson Asset Management, LLC | 19,974 | $$187K |
| READYSTATE ASSET MANAGEMENT LP | 18,513 | $$173K |
| Global Retirement Partners, LLC | 16,048 | $$150K |
| NORTHERN TRUST CORP | 15,474 | $$145K |
| CITADEL ADVISORS LLC | 14,809 | $$139K |
| Kestra Advisory Services, LLC | 13,633 | $$128K |
| Pathstone Holdings, LLC | 12,123 | $$113K |
| Equitable Holdings, Inc. | 11,500 | $$108K |
| Arax Advisory Partners | 11,238 | $$105K |
| Farther Finance Advisors, LLC | 6,500 | $$61K |
| JONES FINANCIAL COMPANIES LLLP | 6,000 | $$56K |
| Integrated Wealth Concepts LLC | 4,200 | $$39K |
| ASSETMARK, INC | 2,643 | $$25K |
| IFG Advisory, LLC | 1,604 | $$15K |
| Geneos Wealth Management Inc. | 1,189 | $$11K |
| Institute for Wealth Management, LL | 200 | $$2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Karpus Management, Inc. | 3,536,744 | $$33M |
| MACKAY SHIELDS LLC | 519,880 | $$5M |
| Fiera Capital Corp | 460,804 | $$4M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 407,358 | $$4M |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 171,806 | $$2M |
| Dakota Wealth Management | 100,813 | $$944K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 57,414 | $$537K |
| BANK OF MONTREAL /CAN | 35,322 | $$331K |
| Bank of New York Mellon Corp | 33,450 | $$313K |
| Logan Stone Capital, LLC | 22,063 | $$207K |
| Frisch Financial Group, Inc. | 17,632 | $$165K |
| Traub Capital Management LLC | 17,297 | $$162K |
| HRT FINANCIAL LP | 15,020 | $$141K |
| MAI Capital Management | 14,900 | $$139K |
| Permanent Capital Management, LP | 13,836 | $$130K |
| TIAA TRUST, NATIONAL ASSOCIATION | 12,016 | $$112K |
| MOODY NATIONAL BANK TRUST DIVISION | 11,212 | $$105K |
| Cerity Partners LLC | 11,125 | $$104K |
| Summit Trail Advisors, LLC | 10,722 | $$100K |
| Western Wealth Management, LLC | 6,890 | $$64K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +103,864 | +14.3% | 830,423 |
| GUGGENHEIM CAPITAL LLC | +73,975 | +5.5% | 1,406,909 |
| JANE STREET GROUP, LLC | +55,081 | +263.1% | 76,018 |
| OSAIC HOLDINGS, INC. | +44,151 | +110.9% | 83,950 |
| LPL Financial LLC | +30,392 | +44.6% | 98,501 |
| ROYAL BANK OF CANADA | +28,685 | +11.6% | 274,997 |
| Cambridge Investment Research Advis | +25,305 | +39.0% | 90,198 |
| Breakwater Capital Group | +21,479 | +95.0% | 44,086 |
| MML INVESTORS SERVICES, LLC | +21,136 | +154.3% | 34,836 |
| Cetera Investment Advisers | +14,679 | +14.2% | 118,032 |
| Indivisible Partners | +12,470 | +11.0% | 125,691 |
| RAYMOND JAMES FINANCIAL INC | +12,419 | +6.2% | 212,057 |
| ASHTON THOMAS SECURITIES, LLC | +12,411 | +25.2% | 61,711 |
| BANK OF AMERICA CORP /DE | +10,065 | +3.6% | 287,023 |
| ENVESTNET ASSET MANAGEMENT INC | +9,917 | +12.5% | 89,373 |
| Avestar Capital, LLC | +9,200 | +8.7% | 114,968 |
| AMERIPRISE FINANCIAL INC | +8,440 | +24.3% | 43,207 |
| &PARTNERS | +8,042 | +44.3% | 26,198 |
| OPPENHEIMER & CO INC | +4,338 | +10.2% | 46,840 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,044 | +8.3% | 52,683 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | -256,164 | -60.2% | 169,189 |
| MORGAN STANLEY | -184,793 | -6.5% | 2,669,944 |
| DEUTSCHE BANK AG | -72,415 | -53.4% | 63,101 |
| Alpine Global Management, LLC | -43,149 | -36.5% | 75,024 |
| NewEdge Wealth, LLC | -33,196 | -46.6% | 38,055 |
| North Ground Capital | -30,734 | -8.7% | 323,680 |
| WELLS FARGO & COMPANY/MN | -15,577 | -2.6% | 595,028 |
| SIT INVESTMENT ASSOCIATES INC | -6,381 | -2.6% | 239,593 |
| Creative Planning | -5,358 | -32.2% | 11,281 |
| CHOREO, LLC | -3,839 | -8.4% | 41,606 |
| Janney Montgomery Scott LLC | -3,527 | -8.7% | 36,871 |
| ACCREDITED INVESTOR SERVICES, LLC | -3,286 | -16.7% | 16,424 |
| UBS Group AG | -2,601 | -1.4% | 183,425 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,844 | -1.6% | 116,856 |
| STIFEL FINANCIAL CORP | -1,624 | -1.4% | 110,684 |
| PINNACLE ASSOCIATES LTD | -1,500 | -11.0% | 12,130 |
| WEDBUSH SECURITIES INC | -1,196 | -1.7% | 70,845 |
| Merit Financial Group, LLC | -1,092 | -7.1% | 14,287 |
| Rockefeller Capital Management L.P. | -823 | -3.0% | 26,569 |
| Mariner, LLC | -679 | -1.7% | 38,983 |