Who Owns NUVEEN NEW YORK (NAN)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $61.0M of NUVEEN NEW YORK (NAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($10.0M), Hennion & Walsh Asset Management, Inc. ($7.1M), GUGGENHEIM CAPITAL LLC ($6.1M), BANK OF AMERICA CORP /DE/ ($5.9M), Lido Advisors, LLC ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$10.0M856,578Trimmed
2Hennion & Walsh Asset Management, Inc.$7.1M601,349Added
3GUGGENHEIM CAPITAL LLC$6.1M516,221Added
4BANK OF AMERICA CORP /DE/$5.9M500,724Trimmed
5Lido Advisors, LLC$4.9M413,884Hold
6Indivisible Partners$3.8M325,461Trimmed
7WELLS FARGO & COMPANY/MN$3.7M316,516Added
8HighTower Advisors, LLC$2.3M198,681Added
9ASHTON THOMAS SECURITIES, LLC$2.0M166,556Hold
10Royal Bank of Canada$1.7M145,056Added
11RAYMOND JAMES FINANCIAL INC$1.3M114,996Added
12LPL Financial LLC$1.1M92,488Added
13Lionshead Wealth Management, LLC$878,95174,500Hold
14ENVESTNET ASSET MANAGEMENT INC$746,69263,657Added
15Arax Advisory Partners$664,52856,652New
16COMMONWEALTH EQUITY SERVICES, LLC$627,81053,521Trimmed
17NewEdge Wealth, LLC$585,77349,938Added
18GC Wealth Management RIA, LLC$581,24549,552Hold
19Avestar Capital, LLC$566,92848,084Added
20Janney Montgomery Scott LLC$545,00046,496Added
21OSAIC HOLDINGS, INC.$534,32145,552Added
22PFG Investments, LLC$437,02837,257Trimmed
23Olde Wealth Management, LLC$374,00031,727Hold
24SHUFRO ROSE & CO LLC$316,71027,000Hold
25HORIZON KINETICS ASSET MANAGEMENT LLC$292,11224,903Hold

Source: SEC Form 13F filings · as of 2026-06-30