Skip to content
Disclosery

NAN NUVEEN NY DIVI ADV

Follow

COM (fund), issuer CIK 1074769

48 managers (48 13F filers) reported a position in NAN shares at 2024-12-31, 4,350,631 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
48
13F filers
48
New
7
Added
12
Reduced
10
Sold out
11
Shares held by filers
4,350,631

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/786,198$8.96M<0.01%+53,76113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC665,090$7.58M0.06%+41,78213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY482,205$5.5M<0.01%+52,10613F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC413,884$4.72M0.03%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC246,398$2.81M0.2%+236,39813F-HRTimeline
HighTower Advisors, LLC195,071$2.22M<0.01%+1,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190,875$2.18M<0.01%-2,66013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,316$2.12M<0.01%-94513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC150,768$1.72M0.08%-13,30013F-HRTimeline
Hennion & Walsh Asset Management, Inc.143,291$1.63M0.07%-231,08213F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC102,408$1.17M0.47%-50,00013F-HRTimeline
MacKay Shields LLC70,519$804K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,466$781K<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG59,608$680K<0.01%+5,29813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,997$616K<0.01%-2,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,318$482K<0.01%-3,02613F-HR/ATimelineGroup
Janney Montgomery Scott LLC41,144$469K<0.01%+3,89913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC38,119$435K0.01%013F-HRTimeline
Olde Wealth Management, LLC31,727$361K0.13%013F-HRTimeline
OMNI 360 Wealth, Inc.27,300$311K0.21%+5713F-HR/ATimeline
SHUFRO ROSE & CO LLC27,000$308K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC26,609$303K<0.01%+2,18213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,000$296K0.02%new13F-HRTimeline
Circle Wealth Management, LLC20,808$237K0.01%013F-HRTimeline
PFG Investments, LLC20,482$233K0.01%+8,16713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,839$203K<0.01%+2,61713F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,049$194K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC15,425$176K0.01%013F-HRTimeline
Tortoise Investment Management, LLC15,078$172K0.02%-39,85013F-HR/ATimeline
IBEX WEALTH ADVISORS14,908$170K0.02%new13F-HRTimeline
LPL Financial LLC14,674$167K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,510$165K<0.01%-1,99513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,226$162K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,237$151K<0.01%+77513F-HRTimelineGroup
Integrated Wealth Concepts LLC11,405$130K<0.01%013F-HRTimeline
Seelaus Asset Management LLC11,306$129K0.12%new13F-HRTimeline
Opal Wealth Advisors, LLC10,579$121K0.04%-44613F-HRTimeline
Cetera Investment Advisers10,086$115K<0.01%013F-HRTimeline
NewEdge Wealth, LLC10,000$114K<0.01%new13F-HRTimeline
Broyhill Asset Management, LLC10,000$114K0.1%13F-HRTimeline
Steward Partners Investment Advisory, L…8,500$96.9K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,454$96.4K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,675$76.1K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,317$72K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO2,900$33.1K0.01%013F-HRTimeline
Allworth Financial LP450$5.15K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC412$5K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.