NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND - NAN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 880,345 | 9,815 | 0.0% | 0.0% | 1 | +220,857 | 33.49% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 520,162 | 5,799 | 0.2% | 0.12% | 2 | +199,610 | 62.27% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 509,888 | 5,685 | 0.0% | 0.0% | 3 | -26,073 | -4.86% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 498,156 | 5,554 | 0.04% | 0.05% | 4 | -92,091 | -15.6% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | No change | 413,884 | 4,644 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Added to | 331,978 | 3,701 | 0.33% | 0.39% | 6 | +15,900 | 5.03% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 275,014 | 3,066 | 0.0% | 0.0% | 7 | -27,518 | -9.1% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 197,942 | 2,207 | 0.0% | 0.0% | 8 | +1,706 | 0.87% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 166,556 | 1,857 | 0.23% | — | 9 | +166,556 | New | Q1 2026 | May 18, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 126,935 | 1,415 | 0.0% | 0.0% | 10 | -2,757 | -2.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 89,586 | 998 | 0.0% | 0.0% | 11 | +52,952 | 144.54% | Q1 2026 | May 06, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 74,500 | 836 | 0.62% | 0.54% | 12 | +10,800 | 16.95% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 74,194 | 827 | 0.0% | 0.0% | 13 | +4,577 | 6.57% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,751 | 643 | 0.0% | 0.0% | 14 | +17,934 | 45.04% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,604 | 597 | 0.0% | 0.0% | 15 | -744 | -1.37% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 49,552 | 552 | 0.02% | 0.02% | 16 | -5,506 | -10.0% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 47,000 | 524 | 0.01% | 0.0% | 17 | +20,000 | 74.07% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 45,387 | 506 | 0.0% | 0.0% | 18 | +107 | 0.24% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 45,296 | 505 | 0.0% | 0.0% | 19 | +4,235 | 10.31% | Q1 2026 | Apr 22, 2026 |
| Avestar Capital, LLC | History | Added to | 40,084 | 449 | 0.03% | 0.02% | 20 | +9,000 | 28.95% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 37,434 | 417 | 0.02% | 0.02% | 21 | +4,316 | 13.03% | Q1 2026 | Apr 27, 2026 |
| Olde Wealth Management, LLC | History | No change | 31,727 | 356 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 27,000 | 301 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 24,903 | 277 | 0.0% | 0.0% | 24 | +3,353 | 15.56% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 23,714 | 264 | 0.0% | 0.0% | 25 | -36,607 | -60.69% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,893 | 245 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 20,808 | 232 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,128 | 215 | 0.0% | 0.0% | 28 | +358 | 1.91% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 14,908 | 166 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,450 | 149 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 13,000 | 144 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Reduced | 12,579 | 140 | 0.02% | 0.02% | 33 | -2,984 | -19.17% | Q1 2026 | Apr 20, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 12,564 | 140 | 0.03% | 0.04% | 32 | +143 | 1.15% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Reduced | 12,458 | 138 | 0.0% | 0.0% | 34 | -636 | -4.86% | Q1 2026 | May 15, 2026 |
| Seelaus Asset Management LLC | History | Added to | 12,431 | 138 | 0.1% | 0.11% | 35 | +235 | 1.93% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,987 | 133 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,405 | 127 | 0.0% | 0.0% | 37 | +847 | 8.02% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,910 | 121 | 0.0% | — | 39 | +10,910 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,925 | 121 | 0.0% | 0.0% | 38 | -4,500 | -29.17% | Q1 2026 | May 14, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 10,581 | 117 | 0.01% | 0.01% | 40 | +131 | 1.25% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,020 | 111 | 0.0% | — | 41 | +10,020 | New | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,500 | 94 | 0.0% | 0.0% | 42 | -1,500 | -15.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 6,675 | 74 | 0.0% | — | 43 | +6,675 | New | Q1 2026 | May 19, 2026 |
| FSA Investment Group, LLC | History | New | 35,000 | 35 | 0.01% | — | 44 | +35,000 | New | Q1 2026 | Apr 21, 2026 |
| Grove Bank & Trust | History | No change | 3,000 | 33 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,900 | 32 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,195 | 24 | 0.0% | 0.0% | 47 | -3,819 | -63.5% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | New | 1,278 | 14 | 0.0% | — | 48 | +1,278 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,901 | 11 | 0.0% | 0.0% | 49 | +900 | 8.18% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 500 | 5 | 0.0% | — | 53 | +500 | New | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | No change | 450 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 500 | 5 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | No change | 412 | 4 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 300 | 3 | 0.0% | — | 55 | +300 | New | Q1 2026 | May 15, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.54% | — | -63,700 | -100.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,618 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,440 | -100.0% | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -17,335 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,772 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,037 | -100.0% | Q1 2026 | May 12, 2026 |
| Broyhill Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,000 | -100.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |