NUVEEN NY AMT FREE (NRK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
101
Reporting holders
$114.6M
Reported value
0.0%
Held as options
+9
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 | $28.6M | 2,669,944 | 0.00% | 35q | -6.5%-$2.0M |
| GUGGENHEIM CAPITAL LLC | $15.1M | 1,406,909 | 0.09% | 31q | +5.5%+$793.0K |
| Hennion & Walsh Asset Management, Inc. | $8.9M | 830,423 | 0.25% | 22q | +14.3%+$1.1M |
| WELLS FARGO & COMPANY/MN | $6.4M | 595,028 | 0.00% | 31q | -51.3%-$6.7M |
| HighTower Advisors, LLC | $4.7M | 440,190 | 0.00% | 31q | +0.6%+$27.4K |
| Lido Advisors, LLC | $4.1M | 380,076 | 0.01% | 11q | HELD |
| North Ground Capital | $3.5M | 323,680 | 4.16% | 7q | -8.7%-$329.5K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 287,023 | 0.00% | 31q | +3.6%+$107.9K |
| ROYAL BANK OF CANADA | $2.9M | 274,997 | 0.00% | 31q | +11.6%+$307.5K |
| PFG Investments, LLC | $2.8M | 260,768 | 0.11% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 212,057 | 0.00% | 7q | +6.2%+$133.1K |
| UBS Group AG | $2.0M | 183,425 | 0.00% | 31q | -1.4%-$27.9K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $1.8M | 169,189 | 0.80% | 8q | -60.2%-$2.7M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1.5M | 138,453 | 0.02% | 30q | HELD |
| Indivisible Partners | $1.3M | 125,691 | 0.08% | 3q | +11.0%+$133.7K |
| Cetera Investment Advisers | $1.3M | 118,032 | 0.00% | 10q | +14.2%+$157.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 116,856 | 0.00% | 31q | -1.6%-$19.8K |
| Avestar Capital, LLC | $1.2M | 114,968 | 0.07% | 11q | +8.7%+$99.2K |
| STIFEL FINANCIAL CORP | $1.2M | 110,684 | 0.00% | 31q | -1.4%-$17.4K |
| LPL Financial LLC | $1.1M | 98,501 | 0.00% | 31q | +44.6%+$325.8K |
| ENVESTNET ASSET MANAGEMENT INC | $958.1K | 89,373 | 0.00% | 12q | +12.5%+$106.3K |
| OSAIC HOLDINGS, INC. | $899.9K | 83,950 | 0.00% | 26q | +110.9%+$473.3K |
| JANE STREET GROUP, LLC | $814.9K | 76,018 | 0.00% | 3q | +263.1%+$590.5K |
| Alpine Global Management, LLC | $804.3K | 75,024 | 0.13% | 2q | -36.5%-$462.6K |
| RMR Wealth Builders | $705.9K | 65,445 | 0.04% | 14q | HELD |
| DEUTSCHE BANK AG\ | $676.4K | 63,101 | 0.00% | 13q | -53.4%-$776.3K |
| ASHTON THOMAS SECURITIES, LLC | $661.5K | 61,711 | 0.10% | 9q | +25.2%+$133.0K |
| Realta Investment Advisors | $572.0K | 53,359 | 0.18% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $564.8K | 52,683 | 0.00% | 4q | +8.3%+$43.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $560.9K | 52,320 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $502.1K | 46,840 | 0.01% | 30q | +10.2%+$46.5K |
| AMERIPRISE FINANCIAL INC | $495.6K | 43,207 | 0.00% | 2q | -37.9%-$302.0K |
| Breakwater Capital Group | $472.6K | 44,086 | 0.06% | 4q | +95.0%+$230.3K |
| CHOREO, LLC | $448.9K | 41,606 | 0.00% | 4q | -8.4%-$41.4K |
| Mariner, LLC | $417.9K | 38,983 | 0.00% | 31q | -1.7%-$7.3K |
| NewEdge Wealth, LLC | $407.9K | 38,055 | 0.00% | 8q | -46.6%-$355.9K |
| Herold Advisors, Inc. | $375.0K | 34,793 | 0.07% | 20q | +7.5%+$26.0K |
| MML INVESTORS SERVICES, LLC | $373.4K | 34,836 | 0.00% | 31q | +154.3%+$226.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $346.8K | 32,349 | 0.01% | 4q | HELD |
| PNC Financial Services Group, Inc. | $337.3K | 31,463 | 0.00% | 31q | HELD |
| Leisure Capital Management | $323.2K | 30,153 | 0.10% | 13q | HELD |
| Stockman Wealth Management, Inc. | $321.6K | 30,000 | 0.03% | 5q | HELD |
| Merit Financial Group, LLC | $306.3K | 28,574 | 0.00% | 3q | +85.8%+$141.5K |
| Kingsview Wealth Management, LLC | $293.0K | 27,328 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $284.8K | 26,569 | 0.00% | 4q | -3.0%-$8.8K |
| &PARTNERS | $280.7K | 26,198 | 0.00% | 6q | +44.3%+$86.2K |
| STALEY CAPITAL ADVISERS INC | $278.7K | 26,000 | 0.01% | 24q | HELD |
| Closed-End Fund Advisors, Inc. | $271.8K | 25,352 | 0.27% | 3q | HELD |
| Ascent Wealth Partners, LLC | $270.6K | 25,247 | 0.03% | 16q | HELD |
| Evanson Financial, LLC | $258.9K | 24,146 | 0.01% | new | FIRST |
| Lionshead Wealth Management, LLC | $257.9K | 24,023 | 0.17% | new | NEW |
| Opal Wealth Advisors, LLC | $254.9K | 23,780 | 0.06% | 10q | HELD |
| BCS Private Wealth Management, Inc. | $251.3K | 23,300 | 0.08% | 5q | HELD |
| Williams Jones Wealth Management, LLC. | $230.5K | 21,500 | 0.00% | 12q | +10.3%+$21.4K |
| MELFA WEALTH MANAGEMENT, INC. | $199.7K | 18,625 | 0.11% | 3q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $198.5K | 18,513 | 0.01% | new | NEW |
| Clear Creek Financial Management, LLC | $190.8K | 17,800 | 0.01% | 9q | HELD |
| GenWealth Group, Inc. | $188.3K | 17,565 | 0.03% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $182.1K | 16,990 | 0.00% | 29q | +1.8%+$3.2K |
| Mountain Hill Investment Partners Corp. | $177.9K | 16,594 | 0.10% | 7q | HELD |
| ACCREDITED INVESTOR SERVICES, LLC | $176.1K | 16,424 | 0.10% | 4q | -16.7%-$35.2K |
| Global Retirement Partners, LLC | $172.0K | 16,048 | 0.00% | 2q | +91.5%+$82.2K |
| NORTHERN TRUST CORP | $165.9K | 15,474 | 0.00% | new | NEW |
| Moors & Cabot, Inc. | $159.7K | 14,900 | 0.01% | 15q | HELD |
| CITADEL ADVISORS LLC | $158.8K | 14,809 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $147.0K | 13,633 | 0.00% | new | NEW |
| Kercheville Advisors, LLC | $143.7K | 13,403 | 0.04% | 4q | +8.8%+$11.7K |
| Spire Wealth Management | $132.2K | 12,329 | 0.00% | 22q | HELD |
| PINNACLE ASSOCIATES LTD | $130.0K | 12,130 | 0.00% | 31q | -11.0%-$16.1K |
| Pathstone Holdings, LLC | $130.0K | 12,123 | 0.00% | new | NEW |
| Occidental Asset Management, LLC | $125.7K | 11,725 | 0.01% | 2q | HELD |
| Equitable Holdings, Inc. | $123.3K | 11,500 | 0.00% | new | NEW |
| Everstar Asset Management, LLC | $122.5K | 11,431 | 0.06% | 8q | HELD |
| IBEX WEALTH ADVISORS | $121.9K | 11,375 | 0.01% | 7q | HELD |
| Creative Planning | $120.9K | 11,281 | 0.00% | 5q | -32.2%-$57.4K |
| Arax Advisory Partners | $120.5K | 11,238 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $113.6K | 10,600 | 0.00% | 3q | HELD |
| FIRST MANHATTAN CO. LLC. | $108.0K | 10,010 | 0.00% | 6q | HELD |
| Sage Capital Management, LLC | $107.2K | 10,000 | 0.04% | 3q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $86.8K | 8,097 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $69.7K | 6,500 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $63.7K | 6,000 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $51.7K | 4,806 | 0.00% | 3q | +9.9%+$4.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.6K | 4,348 | 0.00% | 31q | -2.2%-$1.1K |
| Integrated Wealth Concepts LLC | $45.0K | 4,200 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $43.0K | 4,010 | 0.01% | 23q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $37.9K | 3,538 | 0.02% | 7q | HELD |
| ASSETMARK, INC | $28.3K | 2,643 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $22.5K | 2,100 | 0.00% | 8q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $21.4K | 2,000 | 0.00% | 4q | HELD |
| WPG Advisers, LLC | $19.9K | 1,856 | 0.01% | 5q | HELD |
| IFG Advisory, LLC | $17.2K | 1,604 | 0.00% | new | NEW |
| NBT BANK, N.A. | $14.0K | 1,306 | 0.00% | 8q | HELD |
| Atlantic Union Bankshares Corp | $13.5K | 1,256 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $12.9K | 1,201 | 0.00% | 17q | HELD |
| Geneos Wealth Management Inc. | $12.7K | 1,189 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $9.4K | 879 | 0.00% | 8q | HELD |
| Key Financial Inc | $5.2K | 489 | 0.00% | 23q | HELD |
| FIFTH THIRD BANCORP | $2.8K | 258 | 0.00% | 2q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $2.6K | 239,593 | 0.05% | 30q | -2.6% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.3% |
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 | 101 | $114.6M | 10,683,369 | 17 | 26 | 18 | 0.0% |
| Q1 2026 | 92 | $124.9M | 12,210,322 | 9 | 29 | 17 | 0.0% |
| Q4 2025 | 100 | $161.3M | 15,976,701 | 19 | 28 | 24 | 0.0% |
| Q3 2025 | 88 | $190.9M | 18,715,445 | 15 | 21 | 21 | 0.0% |
| Q2 2025 | 79 | $235.5M | 23,767,693 | 9 | 21 | 23 | 0.0% |
| Q1 2025 | 76 | $279.6M | 27,151,408 | 4 | 23 | 17 | 0.0% |
| Q4 2024 | 83 | $312.9M | 29,917,546 | 8 | 21 | 18 | 0.0% |
| Q3 2024 | 83 | $336.5M | 30,040,008 | 13 | 18 | 18 | 0.0% |
| Q2 2024 | 79 | $329.7M | 29,724,946 | 7 | 20 | 15 | 0.0% |
| Q1 2024 | 76 | $341.6M | 31,421,163 | 6 | 15 | 19 | 0.0% |
| Q4 2023 | 83 | $322.5M | 30,631,829 | 8 | 18 | 27 | 0.0% |
| Q3 2023 | 86 | $257.0M | 27,203,151 | 6 | 28 | 14 | 0.0% |
| Q2 2023 | 83 | $242.0M | 23,377,110 | 5 | 12 | 28 | 0.0% |
| Q1 2023 | 81 | $241.9M | 22,884,037 | 9 | 19 | 15 | 0.0% |
| Q4 2022 | 78 | $223.5M | 21,786,748 | 9 | 18 | 25 | 0.0% |
| Q3 2022 | 108 | $229.5M | 23,363,220 | 9 | 30 | 23 | 0.0% |
| Q2 2022 | 110 | $265.1M | 23,988,606 | 13 | 27 | 30 | 0.0% |
| Q1 2022 | 107 | $298.9M | 24,636,809 | 15 | 20 | 32 | 0.0% |
| Q4 2021 | 102 | $332.6M | 24,116,591 | 8 | 23 | 18 | 0.0% |
| Q3 2021 | 96 | $329.5M | 23,821,785 | 8 | 28 | 22 | 0.0% |
| Q2 2021 | 92 | $326.6M | 23,017,734 | 8 | 26 | 18 | 0.0% |
| Q1 2021 | 92 | $326.3M | 23,903,247 | 8 | 22 | 25 | 0.0% |
| Q4 2020 | 91 | $314.2M | 23,226,172 | 8 | 21 | 26 | 0.0% |
| Q3 2020 | 86 | $294.3M | 22,879,925 | 12 | 22 | 18 | 0.0% |
| Q2 2020 | 85 | $291.0M | 22,595,159 | 3 | 24 | 22 | 0.0% |
| Q1 2020 | 87 | $275.1M | 22,011,833 | 9 | 23 | 24 | 0.0% |
| Q4 2019 | 85 | $273.5M | 20,129,622 | 16 | 20 | 18 | 0.0% |
| Q3 2019 | 70 | $271.2M | 20,149,453 | 3 | 22 | 13 | 0.0% |
| Q2 2019 | 77 | $252.9M | 19,313,269 | 8 | 15 | 19 | 0.0% |
| Q1 2019 | 78 | $232.9M | 18,263,243 | 5 | 19 | 18 | 0.0% |
| Q4 2018 | 76 | $196.5M | 16,861,981 | 1 | 1 | 2 | 0.0% |