Skip to content
Disclosery

NAN NUVEEN NY DIVI ADV

Follow

COM (fund), issuer CIK 1074769

54 managers (54 13F filers) reported a position in NAN shares at 2026-03-31, 4,929,075 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
54
13F filers
54
New
7
Added
20
Reduced
12
Sold out
9
Shares held by filers
4,929,075

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY880,345$9.82M<0.01%+220,85713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.520,162$5.8M0.2%+199,61013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/509,888$5.69M<0.01%-26,07313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC498,156$5.55M0.04%-92,09113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC413,884$4.64M0.02%013F-HRTimelineGroup
Indivisible Partners331,978$3.7M0.33%+15,90013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN275,014$3.07M<0.01%-27,51813F-HR/ATimelineGroup
HighTower Advisors, LLC197,942$2.21M<0.01%+1,70613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC166,556$1.86M0.23%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,935$1.42M<0.01%-2,75713F-HRTimelineGroup
LPL Financial LLC89,586$999K<0.01%+52,95213F-HRTimeline
Lionshead Wealth Management, LLC74,500$836K0.62%+10,80013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,194$827K<0.01%+4,57713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,751$644K<0.01%+17,93413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,604$598K<0.01%-74413F-HRTimeline
GC Wealth Management RIA, LLC49,552$553K0.02%-5,50613F-HRTimeline
NewEdge Wealth, LLC47,000$524K0.01%+20,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,387$506K<0.01%+10713F-HRTimelineGroup
Janney Montgomery Scott LLC45,296$505K<0.01%+4,23513F-HRTimeline
Avestar Capital, LLC40,084$450K0.03%+9,00013F-HRTimeline
PFG Investments, LLC37,434$417K0.02%+4,31613F-HRTimeline
Olde Wealth Management, LLC31,727$356K0.11%013F-HRTimeline
SHUFRO ROSE & CO LLC27,000$301K0.02%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC24,903$278K<0.01%+3,35313F-HRTimeline
UBS Group AGin group UBS Group AG23,714$264K<0.01%-36,60713F-HRTimelineGroup
Cresset Asset Management, LLC21,893$246K<0.01%013F-HRTimeline
Circle Wealth Management, LLC20,808$232K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,128$215K<0.01%+35813F-HRTimelineGroup
IBEX WEALTH ADVISORS14,908$166K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC13,450$150K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,000$145K0.01%013F-HRTimeline
Breakwater Capital Group12,579$140K0.02%-2,98413F-HRTimeline
Opal Wealth Advisors, LLC12,564$140K0.03%+14313F-HRTimeline
&PARTNERS12,458$139K<0.01%-63613F-HRTimeline
Seelaus Asset Management LLC12,431$139K0.1%+23513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,987$134K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC11,901$133K<0.01%+90013F-HR/ATimeline
Integrated Wealth Concepts LLC11,405$127K<0.01%+84713F-HRTimeline
MGO ONE SEVEN LLC10,925$122K<0.01%-4,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,910$122K<0.01%new13F-HR/ATimelineGroup
J. L. Bainbridge & Co., Inc.10,581$118K0.01%+13113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,020$112K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,500$94.8K<0.01%-1,50013F-HRTimeline
FSA Investment Group, LLC35,000$35K0.01%new13F-HRTimeline
Grove Bank & Trust3,000$33.5K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO2,900$32.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,195$24.5K<0.01%-3,81913F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,278$14K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.500$5.58K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$5.58K<0.01%013F-HRTimeline
Allworth Financial LP450$5.02K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC412$4.59K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC300$3.35K<0.01%new13F-HRTimeline