Nuveen New York Quality Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 880.35 K | $9.82 M | 33.49% | 2.85% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 520.16 K | $5.80 M | 62.27% | 1.69% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 509.89 K | $5.69 M | -4.86% | 1.65% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 498.16 K | $5.55 M | -15.60% | 1.61% |
| LIDO ADVISORS, LLC | 05/13/2026 | 413.88 K | $4.64 M | 0.00% | 1.34% |
| 04/30/2026 | 331.98 K | $3.70 M | 5.03% | 1.08% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 275.01 K | $3.07 M | -9.10% | 0.89% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 197.94 K | $2.21 M | 0.87% | 0.64% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 166.56 K | $1.86 M | 100.00% | 0.54% |
| ROYAL BANK OF CANADA | 05/15/2026 | 126.94 K | $1.42 M | -2.13% | 0.41% |
| LPL FINANCIAL LLC | 05/06/2026 | 89.59 K | $998.88 K | 144.54% | 0.29% |
| LIONSHEAD WEALTH MANAGEMENT, LLC | 05/11/2026 | 74.50 K | $836.04 K | 16.95% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 74.19 K | $827.26 K | 6.57% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 57.75 K | $643.92 K | 45.04% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 53.60 K | $597.68 K | -1.37% | 0.17% |
| CATALYTIC WEALTH RIA, LLC | 05/14/2026 | 49.55 K | $552.51 K | -10.00% | 0.16% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 47.00 K | $524.05 K | 74.07% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 45.39 K | $506.06 K | 0.24% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 45.30 K | $505.00 K | 10.31% | 0.15% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 40.08 K | $449.54 K | 28.95% | 0.13% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 37.43 K | $417.39 K | 13.03% | 0.12% |
| FSA INVESTMENT GROUP, LLC | 04/22/2026 | 35.00 K | $35.02 K | 100.00% | 0.11% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 05/12/2026 | 31.73 K | $356.00 K | 0.00% | 0.10% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 27.00 K | $301.05 K | 0.00% | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 24.90 K | $277.67 K | 15.56% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 23.71 K | $264.41 K | -60.69% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 21.89 K | $245.68 K | 0.00% | 0.07% |
| CIRCLE WEALTH MANAGEMENT, LLC | 05/12/2026 | 20.81 K | $232.00 K | 0.00% | 0.07% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 19.13 K | $215.38 K | 1.91% | 0.06% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 14.91 K | $166.22 K | 0.00% | 0.05% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 13.45 K | $149.97 K | 0.00% | 0.04% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 13.00 K | $144.95 K | 0.00% | 0.04% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 12.58 K | $140.26 K | -19.17% | 0.04% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 12.56 K | $140.09 K | 1.15% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 12.46 K | $138.91 K | -4.86% | 0.04% |
| SEELAUS ASSET MANAGEMENT LLC | 04/29/2026 | 12.43 K | $138.60 K | 1.93% | 0.04% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 11.99 K | $133.66 K | 0.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 11.90 K | $132.70 K | 8.18% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 11.41 K | $127.17 K | 8.02% | 0.04% |
| MGO ONE SEVEN LLC | 05/14/2026 | 10.93 K | $121.81 K | -29.17% | 0.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 10.91 K | $121.65 K | 100.00% | 0.04% |
| J. L. BAINBRIDGE & CO., INC. | 04/22/2026 | 10.58 K | $117.98 K | 1.25% | 0.03% |
| OPPENHEIMER & CO INC | 04/24/2026 | 10.02 K | $111.72 K | 100.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 8.50 K | $94.78 K | -15.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 6.68 K | $74.43 K | 100.00% | 0.02% |
| GROVE BANK & TRUST | 04/08/2026 | 3.00 K | $33.45 K | 0.00% | 0.01% |
| ADIRONDACK TRUST CO | 04/03/2026 | 2.90 K | $32.34 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 2.20 K | $24.47 K | -63.50% | 0.01% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.28 K | $14.00 K | 100.00% | 0.00% |
| FIRST COMMAND ADVISORY SERVICES, INC. | 05/07/2026 | 500 | $5.58 K | 0.00% | 0.00% |
Nuveen New York Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Nuveen New York Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 880,345
Hennion & Walsh Asset Management, Inc.: 520,162
BANK OF AMERICA CORP /DE/: 509,888
GUGGENHEIM CAPITAL LLC: 498,156
Lido Advisors, LLC: 413,884
WELLS FARGO & COMPANY/MN: 275,014
15.99% of Nuveen New York Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.72 M shares in the last 24 months. This purchase volume represents approximately $66.33 M in transactions.