Who Owns NUVEEN NY DIVI ADV (NAN)? -- Institutional Holders (2026-06-30)
61 institutions reported holding $61.0M of NUVEEN NY DIVI ADV (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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $10.0M | 856,578 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $7.1M | 601,349 | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $6.1M | 516,221 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $5.9M | 500,724 | Trimmed |
| 5 | Lido Advisors, LLC | $4.9M | 413,884 | Hold |
| 6 | Indivisible Partners | $3.8M | 325,461 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $3.7M | 316,516 | Added |
| 8 | HighTower Advisors, LLC | $2.3M | 198,681 | Added |
| 9 | ASHTON THOMAS SECURITIES, LLC | $2.0M | 166,556 | Hold |
| 10 | Royal Bank of Canada | $1.7M | 145,056 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.3M | 114,996 | Added |
| 12 | LPL Financial LLC | $1.1M | 92,488 | Added |
| 13 | Lionshead Wealth Management, LLC | $878,951 | 74,500 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $746,692 | 63,657 | Added |
| 15 | Arax Advisory Partners | $664,528 | 56,652 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $627,810 | 53,521 | Trimmed |
| 17 | NewEdge Wealth, LLC | $585,773 | 49,938 | Added |
| 18 | GC Wealth Management RIA, LLC | $581,245 | 49,552 | Hold |
| 19 | Avestar Capital, LLC | $566,928 | 48,084 | Added |
| 20 | Janney Montgomery Scott LLC | $545,000 | 46,496 | Added |
| 21 | OSAIC HOLDINGS, INC. | $534,321 | 45,552 | Added |
| 22 | PFG Investments, LLC | $437,028 | 37,257 | Trimmed |
| 23 | Olde Wealth Management, LLC | $374,000 | 31,727 | Hold |
| 24 | SHUFRO ROSE & CO LLC | $316,710 | 27,000 | Hold |
| 25 | HORIZON KINETICS ASSET MANAGEMENT LLC | $292,112 | 24,903 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30