NUVEEN NY DIVI ADV (NAN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
54
Reporting holders
$60.0M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $10.0M | 856,578 | 0.00% | 35q | -2.7%-$278.8K |
| Hennion & Walsh Asset Management, Inc. | $7.1M | 601,349 | 0.20% | 22q | +15.6%+$952.3K |
| GUGGENHEIM CAPITAL LLC | $6.1M | 516,221 | 0.04% | 31q | +3.6%+$211.9K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 500,724 | 0.00% | 31q | -1.8%-$107.5K |
| Lido Advisors, LLC | $4.9M | 413,884 | 0.01% | 11q | HELD |
| Indivisible Partners | $3.8M | 325,461 | 0.22% | 3q | -2.0%-$76.4K |
| WELLS FARGO & COMPANY/MN | $3.7M | 316,516 | 0.00% | 31q | -42.5%-$2.7M |
| HighTower Advisors, LLC | $2.3M | 198,681 | 0.00% | 31q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $2.0M | 166,556 | 0.29% | 2q | HELD |
| ROYAL BANK OF CANADA | $1.7M | 145,056 | 0.00% | 31q | +14.3%+$212.6K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 114,996 | 0.00% | 7q | +55.0%+$478.6K |
| LPL Financial LLC | $1.1M | 92,488 | 0.00% | 7q | +3.2%+$34.0K |
| Lionshead Wealth Management, LLC | $879.0K | 74,500 | 0.57% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $746.7K | 63,657 | 0.00% | 12q | +10.2%+$69.3K |
| Arax Advisory Partners | $664.5K | 56,652 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $627.8K | 53,521 | 0.00% | 31q | HELD |
| NewEdge Wealth, LLC | $585.8K | 49,938 | 0.01% | 7q | +6.3%+$34.5K |
| GC Wealth Management RIA, LLC | $581.2K | 49,552 | 0.03% | 3q | HELD |
| Avestar Capital, LLC | $566.9K | 48,084 | 0.03% | 6q | +20.0%+$94.3K |
| OSAIC HOLDINGS, INC. | $534.3K | 45,552 | 0.00% | 26q | HELD |
| PFG Investments, LLC | $437.0K | 37,257 | 0.02% | 8q | HELD |
| SHUFRO ROSE & CO LLC | $316.7K | 27,000 | 0.02% | 31q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $292.1K | 24,903 | 0.00% | 30q | HELD |
| UBS Group AG | $278.2K | 23,714 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $255.3K | 21,766 | 0.00% | 2q | HELD |
| Circle Wealth Management, LLC | $244.1K | 20,808 | 0.00% | 17q | HELD |
| Equitable Holdings, Inc. | $228.6K | 19,492 | 0.00% | 5q | +1.9%+$4.3K |
| South Shore Capital Advisors | $218.6K | 18,635 | 0.15% | new | NEW |
| Cresset Asset Management, LLC | $205.6K | 17,528 | 0.00% | 5q | -19.9%-$51.2K |
| IBEX WEALTH ADVISORS | $174.9K | 14,908 | 0.01% | 7q | HELD |
| Kingsview Wealth Management, LLC | $157.8K | 13,450 | 0.00% | 4q | HELD |
| Breakwater Capital Group | $153.7K | 13,103 | 0.02% | 6q | +4.2%+$6.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $152.5K | 13,000 | 0.01% | 7q | HELD |
| Opal Wealth Advisors, LLC | $149.0K | 12,704 | 0.03% | 9q | +1.1%+$1.6K |
| Seelaus Asset Management LLC | $148.5K | 12,660 | 0.10% | 7q | +1.8%+$2.7K |
| NewEdge Advisors, LLC | $147.8K | 12,602 | 0.00% | 3q | +5.9%+$8.2K |
| &PARTNERS | $147.0K | 12,536 | 0.00% | 3q | +0.6% |
| STIFEL FINANCIAL CORP | $140.6K | 11,987 | 0.00% | 9q | HELD |
| Integrated Wealth Concepts LLC | $133.8K | 11,405 | 0.00% | 20q | HELD |
| MGO ONE SEVEN LLC | $128.2K | 10,925 | 0.00% | 9q | HELD |
| J. L. Bainbridge & Co., Inc. | $126.5K | 10,782 | 0.01% | 4q | +1.9%+$2.4K |
| Focus Partners Advisor Solutions, LLC | $125.3K | 10,680 | 0.00% | new | NEW |
| OMNI 360 Wealth, Inc. | $125.3K | 10,680 | 0.06% | new | NEW |
| XTX Topco Ltd | $119.7K | 10,201 | 0.00% | new | NEW |
| David J Yvars Group | $118.6K | 10,112 | 0.06% | new | NEW |
| OPPENHEIMER & CO INC | $118.2K | 10,074 | 0.00% | 2q | +0.5% |
| Grove Bank & Trust | $35.2K | 3,000 | 0.00% | 6q | HELD |
| ADIRONDACK TRUST CO | $34.0K | 2,900 | 0.01% | 14q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.7K | 2,195 | 0.00% | 31q | HELD |
| First Command Advisory Services, Inc. | $5.9K | 500 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $5.9K | 500 | 0.00% | 4q | HELD |
| Allworth Financial LP | $5.3K | 450 | 0.00% | 16q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.7K | 397 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $545 | 46,496 | 0.00% | 31q | +2.6% |
| ASSETMARK, INC | $399 | 34 | 0.00% | new | NEW |
| Olde Wealth Management, LLC | $374 | 31,727 | 0.11% | 7q | HELD |
| Penserra Capital Management LLC | $44 | 3,834 | 0.00% | 2q | +200.0% |
| FNY Investment Advisers, LLC | $5 | 500 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 54 | $60.0M | 5,112,854 | 8 | 16 | 5 | 0.0% |
| Q1 2026 | 49 | $56.9M | 5,095,972 | 5 | 18 | 11 | 0.0% |
| Q4 2025 | 52 | $50.1M | 4,441,721 | 10 | 16 | 8 | 0.0% |
| Q3 2025 | 49 | $44.1M | 3,857,088 | 5 | 14 | 9 | 0.0% |
| Q2 2025 | 46 | $44.8M | 3,926,874 | 3 | 18 | 9 | 0.0% |
| Q1 2025 | 45 | $40.3M | 3,540,381 | 7 | 9 | 6 | 0.0% |
| Q4 2024 | 42 | $47.8M | 4,196,742 | 7 | 9 | 9 | 0.0% |
| Q3 2024 | 44 | $57.3M | 4,863,570 | 4 | 15 | 9 | 0.0% |
| Q2 2024 | 46 | $70.9M | 6,297,330 | 4 | 12 | 15 | 0.0% |
| Q1 2024 | 42 | $79.8M | 7,286,869 | 5 | 11 | 12 | 0.0% |
| Q4 2023 | 44 | $77.0M | 6,980,098 | 3 | 19 | 10 | 0.0% |
| Q3 2023 | 50 | $57.3M | 5,931,584 | 7 | 14 | 11 | 0.0% |
| Q2 2023 | 44 | $47.1M | 4,378,089 | 3 | 11 | 9 | 0.0% |
| Q1 2023 | 43 | $48.7M | 4,411,652 | 6 | 11 | 8 | 0.0% |
| Q4 2022 | 40 | $42.7M | 3,988,347 | 7 | 9 | 11 | 0.0% |
| Q3 2022 | 56 | $47.2M | 4,506,420 | 5 | 14 | 13 | 0.0% |
| Q2 2022 | 60 | $52.8M | 4,500,557 | 6 | 19 | 12 | 0.0% |
| Q1 2022 | 62 | $54.8M | 4,357,894 | 11 | 17 | 8 | 0.0% |
| Q4 2021 | 56 | $55.8M | 3,775,362 | 7 | 13 | 9 | 0.0% |
| Q3 2021 | 49 | $53.0M | 3,599,098 | 4 | 8 | 13 | 0.0% |
| Q2 2021 | 45 | $52.9M | 3,510,968 | 3 | 12 | 9 | 0.0% |
| Q1 2021 | 51 | $60.4M | 4,237,400 | 3 | 10 | 13 | 0.0% |
| Q4 2020 | 54 | $60.0M | 4,241,615 | 5 | 9 | 14 | 0.0% |
| Q3 2020 | 49 | $59.2M | 4,327,795 | 6 | 11 | 15 | 0.0% |
| Q2 2020 | 47 | $59.0M | 4,373,743 | 0 | 11 | 14 | 0.0% |
| Q1 2020 | 53 | $61.4M | 4,677,978 | 7 | 12 | 13 | 0.0% |
| Q4 2019 | 51 | $62.5M | 4,389,761 | 4 | 14 | 11 | 0.0% |
| Q3 2019 | 49 | $65.8M | 4,614,928 | 4 | 16 | 11 | 0.0% |
| Q2 2019 | 48 | $67.3M | 4,849,607 | 6 | 8 | 15 | 0.0% |
| Q1 2019 | 44 | $66.9M | 4,908,314 | 7 | 15 | 5 | 0.0% |
| Q4 2018 | 41 | $54.8M | 4,469,542 | 0 | 1 | 1 | 0.0% |