Who Owns NUVEEN (NNY)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $35.6M of NUVEEN (NNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($4.9M), Tortoise Investment Management, LLC ($4.7M), 1607 Capital Partners, LLC ($4.4M), Hennion & Walsh Asset Management, Inc. ($3.6M), GUGGENHEIM CAPITAL LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$4.9M565,802Added
2Tortoise Investment Management, LLC$4.7M538,148Trimmed
31607 Capital Partners, LLC$4.4M499,432Trimmed
4Hennion & Walsh Asset Management, Inc.$3.6M414,691Trimmed
5GUGGENHEIM CAPITAL LLC$3.2M370,877Added
6MORGAN STANLEY$2.2M256,513Added
7Penbrook Management LLC$1.9M213,727Hold
8LEIGH BALDWIN & CO., LLC$1.0M117,483Trimmed
9WELLS FARGO & COMPANY/MN$983,454112,523Added
10Fiera Capital Corp$953,114109,052Trimmed
11OSAIC HOLDINGS, INC.$869,62699,500Added
12RAYMOND JAMES FINANCIAL INC$828,18894,758Added
13Cambridge Investment Research Advisors, Inc.$616,00070,491Added
14Marshall & Sterling Wealth Advisors Inc.$566,78364,849Added
15LPL Financial LLC$444,84350,897Added
16Summit Trail Advisors, LLC$413,20747,278Trimmed
17STIFEL FINANCIAL CORP$356,43640,783Trimmed
18BANK OF AMERICA CORP /DE/$288,32132,989Added
19Herold Advisors, Inc.$284,00032,495Added
20MELFA WEALTH MANAGEMENT, INC.$261,39629,908Hold
21Breakwater Capital Group$257,00829,406Trimmed
22Janney Montgomery Scott LLC$242,00027,673Hold
23VIRTUE ASSET MANAGEMENT LLC$196,12622,440Hold
24Kestra Advisory Services, LLC$165,82718,910Added
25Arax Advisory Partners$163,01918,652New

来源：SEC 13F 申报文件 · 截至 2026-06-30