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Disclosery

NAN NUVEEN NY DIVI ADV

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COM (fund), issuer CIK 1074769

52 managers (52 13F filers) reported a position in NAN shares at 2025-03-31, 3,684,624 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
14
Reduced
8
Sold out
4
Shares held by filers
3,684,624

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC680,514$7.74M0.07%+15,42413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY534,049$6.08M<0.01%+51,84413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/531,962$6.05M<0.01%-254,23613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC413,884$4.74M0.03%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN198,149$2.25M<0.01%+7,27413F-HRTimelineGroup
HighTower Advisors, LLC195,979$2.23M<0.01%+90813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,345$2.12M<0.01%+2913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG70,574$803K<0.01%+10,96613F-HRTimelineGroup
MacKay Shields LLC70,519$803K0.03%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.68,816$783K0.03%-74,47513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,689$782K<0.01%+22313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,633$644K<0.01%+2,63613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,146$502K<0.01%+1,82813F-HRTimelineGroup
Breakwater Capital Group43,174$491K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC40,075$456K<0.01%-1,06913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC38,119$434K<0.01%013F-HRTimeline
Olde Wealth Management, LLC31,727$363K0.13%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,298$345K<0.01%+12,45913F-HRTimelineGroup
SHUFRO ROSE & CO LLC27,000$307K0.02%013F-HRTimeline
OMNI 360 Wealth, Inc.24,328$277K0.19%-2,97213F-HR/ATimeline
Avestar Capital, LLC21,284$243K0.02%new13F-HRTimeline
Circle Wealth Management, LLC20,808$237K0.01%013F-HRTimeline
PFG Investments, LLC20,516$233K0.01%+3413F-HRTimeline
Atria Wealth Solutions, Inc.17,049$194K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC15,425$176K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,896$170K<0.01%-11,71313F-HRTimeline
IBEX WEALTH ADVISORS14,908$170K0.02%013F-HRTimeline
LPL Financial LLC14,755$168K<0.01%+8113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,226$162K<0.01%013F-HRTimelineGroup
Atlas Private Wealth Advisors14,220$162K0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,802$157K<0.01%-70813F-HRTimelineGroup
Prospera Financial Services Inc13,582$155K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,237$151K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,000$149K0.01%-13,00013F-HR/ATimeline
Opal Wealth Advisors, LLC12,008$137K0.04%+1,42913F-HRTimeline
Seelaus Asset Management LLC11,518$131K0.12%+21213F-HRTimeline
Integrated Wealth Concepts LLC11,405$130K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,569$120K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC10,000$114K<0.01%013F-HRTimeline
Broyhill Asset Management, LLC10,000$114K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…8,500$96.7K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,454$96.2K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,675$76K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,317$71.9K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC4,935$56.2K0.01%-10,14313F-HR/ATimeline
Grove Bank & Trust3,000$34.1K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO2,900$33K0.01%013F-HRTimeline
Allworth Financial LP450$5.01K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC412$5K<0.01%013F-HRTimelineGroup
Elequin Capital, LP293$3.33K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.