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Disclosery

NAN NUVEEN NY DIVI ADV

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COM (fund), issuer CIK 1074769

53 managers (53 13F filers) reported a position in NAN shares at 2025-06-30, 3,856,990 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
20
Reduced
12
Sold out
2
Shares held by filers
3,856,990

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC714,149$8.15M0.07%+33,63513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY549,538$6.27M<0.01%+15,48913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/521,432$5.95M<0.01%-10,53013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC413,884$4.75M0.02%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN208,172$2.38M<0.01%+10,02313F-HRTimelineGroup
HighTower Advisors, LLC195,803$2.23M<0.01%-17613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,889$2.09M<0.01%-3,45613F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.91,955$1.05M0.04%+23,13913F-HRTimeline
Breakwater Capital Group72,455$827K0.13%+29,28113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,333$768K<0.01%-1,35613F-HRTimelineGroup
Lionshead Wealth Management, LLC63,700$731K0.68%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,758$659K<0.01%+1,12513F-HRTimeline
UBS Group AGin group UBS Group AG54,717$624K<0.01%-15,85713F-HRTimelineGroup
MacKay Shields LLC53,530$611K0.02%-16,98913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,683$498K<0.01%-46313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,459$473K<0.01%+11,16113F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC39,769$454K0.01%+1,65013F-HRTimeline
Janney Montgomery Scott LLC38,345$438K<0.01%-1,73013F-HRTimeline
Avestar Capital, LLC33,884$389K0.03%+12,60013F-HRTimeline
OMNI 360 Wealth, Inc.27,267$311K0.19%+2,93913F-HR/ATimeline
SHUFRO ROSE & CO LLC27,000$307K0.02%013F-HRTimeline
NewEdge Wealth, LLC27,000$301K<0.01%+17,00013F-HRTimeline
PFG Investments, LLC22,178$253K0.01%+1,66213F-HRTimeline
Cresset Asset Management, LLC21,893$251K<0.01%new13F-HR/ATimeline
Circle Wealth Management, LLC20,808$237K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,276$209K<0.01%new13F-HRTimelineGroup
LPL Financial LLC17,355$198K<0.01%+2,60013F-HRTimeline
Atria Wealth Solutions, Inc.16,923$194K<0.01%-12613F-HRTimeline
MGO ONE SEVEN LLC15,425$176K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,156$173K<0.01%+26013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,930$171K<0.01%+4,36113F-HRTimeline
IBEX WEALTH ADVISORS14,908$170K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,226$162K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,851$158K<0.01%+4913F-HRTimelineGroup
Prospera Financial Services Inc13,826$158K<0.01%+24413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,000$148K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,987$148K<0.01%-25013F-HRTimelineGroup
Opal Wealth Advisors, LLC12,143$139K0.04%+13513F-HRTimeline
Seelaus Asset Management LLC11,739$134K0.12%+22113F-HRTimeline
Integrated Wealth Concepts LLC11,405$130K<0.01%013F-HRTimeline
Broyhill Asset Management, LLC10,000$114K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…9,000$103K<0.01%+50013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,454$96.5K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,675$76.2K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,014$68.6K<0.01%-30313F-HRTimelineGroup
Grove Bank & Trust3,000$34.2K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO2,900$33.1K0.01%013F-HRTimeline
Tortoise Investment Management, LLC2,000$22.8K<0.01%-2,93513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC834$10K<0.01%new13F-HRTimelineGroup
Allworth Financial LP450$5.13K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC412$5K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.