NANNUVEEN NY DIVI ADV
CUSIP 67066X107 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Ny Divi Adv (NAN) has 53 institutional holders in Filings Flow’s 13F database, together reporting 4.89M shares worth $55M as of Q1 2026. The largest reported holders are Morgan Stanley, Hennion & Walsh Asset Management, Inc., and Bank Of America Corp /De/.
Institutional Holders
53
Q1 2026
Reported Value
$55M
Ticker
NAN
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $10M | 880.3K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.20% | $6M | 520.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 509.9K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.04% | $6M | 498.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 413.9K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.33% | $4M | 332.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 275.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 197.9K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.23% | $2M | 166.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 126.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $998,882 | 89.6K | Q1 2026 |
| Lionshead Wealth Management, LLC$136M AUM | 0.62% | $836,039 | 74.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $827,263 | 74.2K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 0.54% | $717,262 | 63.7K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $643,924 | 57.8K | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.02% | $610,777 | 53.5K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $597,680 | 53.6K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.02% | $552,505 | 49.6K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $524,050 | 47.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $506,061 | 45.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $505,000 | 45.3K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $449,535 | 40.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $435,611 | 38.6K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $417,392 | 37.4K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 0.11% | $356,000 | 31.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $331,494 | 29.4K | Q4 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.18% | $325,403 | 28.5K | Q3 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $301,050 | 27.0K | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $277,668 | 24.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $265,656 | 23.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $264,411 | 23.7K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $245,683 | 21.9K | Q1 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 0.00% | $232,004 | 20.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $215,381 | 19.1K | Q1 2026 |
| South Shore Capital Advisors$137M AUM | 0.14% | $195,192 | 17.3K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $193,599 | 16.9K | Q2 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.02% | $166,224 | 14.9K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $162,603 | 14.2K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $160,956 | 14.1K | Q3 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $155,000 | 13.8K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $149,968 | 13.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $146,796 | 13.0K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $144,950 | 13.0K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.02% | $140,256 | 12.6K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.03% | $140,088 | 12.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $138,907 | 12.5K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.10% | $138,602 | 12.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $133,656 | 12.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $132,696 | 11.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $127,166 | 11.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $121,814 | 10.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $121,647 | 10.9K | Q1 2026 |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 0.01% | $117,978 | 10.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $115,728 | 10.1K | Q3 2025OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.10% | $112,600 | 10.0K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $111,723 | 10.0K | Q1 2026 |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.01% | $96,460 | 8.5K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $94,775 | 8.5K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $76,295 | 6.7K | Q3 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $33,450 | 3.0K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.01% | $32,335 | 2.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $24,469 | 2.2K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $22,860 | 2.0K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16,890 | 1.5K | Q4 2025OLDER |
| Penserra Capital Management LLC$8.5B AUM | 0.00% | $14,000 | 1.3K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $10,000 | 834 | Q2 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,575 | 500 | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,575 | 500 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,018 | 450 | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $5,000 | 500 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $4,594 | 412 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,345 | 300 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $68 | 6 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.