Purchases and Sales Made in Q1 2025 in Nuveen New York Quality Municipal Income Fund (NAN)
This table provides information about the institutional ownership of Nuveen New York Quality Municipal Income Fund (NAN) during Q1 2025. The information is specifically focused on institutions that hold shares of NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.8K+ 10.75% |
$582K - $614K
|
534K
$6.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43.2KNew |
$484K - $512K
|
43.2K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26K+ 100.0% |
$292K - $308K
|
52K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
21.3KNew |
$239K - $252K
|
21.3K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 2.32% |
$173K - $183K
|
681K
$7.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.2KNew |
$160K - $169K
|
14.2K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.6KNew |
$152K - $161K
|
13.6K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 69.84% |
$140K - $148K
|
30.3K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11K+ 18.4% |
$123K - $130K
|
70.6K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$119K - $125K
|
10.6K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.27K+ 3.81% |
$81.6K - $86.2K
|
198K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.15K+ 16.19% |
$69K - $72.9K
|
44.1K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3KNew |
$33.7K - $35.6K
|
3K
$34.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 4.88% |
$29.6K - $31.2K
|
56.6K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.43K+ 13.51% |
$16K - $16.9K
|
12K
$137K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
908+ 0.47% |
$10.2K - $10.8K
|
196K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$5.61K - $5.93K
|
500
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
293New |
$3.29K - $3.47K
|
293
$3.35K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
223+ 0.33% |
$2.5K - $2.64K
|
68.7K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
212+ 1.88% |
$2.38K - $2.51K
|
11.5K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81+ 0.55% |
$909 - $960
|
14.8K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 0.17% |
$381 - $403
|
20.5K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29+ 0.02% |
$325 - $344
|
186K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-708- 4.88% |
$7.94K - $8.39K
|
13.8K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.07K- 2.6% |
$12K - $12.7K
|
40.1K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.97K- 10.89% |
$33.3K - $35.2K
|
24.3K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10.1K- 67.27% |
$114K - $120K
|
4.94K
$56.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 44.02% |
$131K - $139K
|
14.9K
$171K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-74.5K- 51.97% |
$836K - $883K
|
68.8K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-254K- 32.34% |
$2.85M - $3.01M
|
532K
$6.09M
|