Nuveen New York AMT-Free Quality Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.67 M | $28.62 M | -6.47% | 3.06% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.41 M | $15.08 M | 5.55% | 1.61% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 830.42 K | $8.90 M | 14.30% | 0.95% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 595.03 K | $6.38 M | -2.55% | 0.68% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 440.19 K | $4.72 M | 0.58% | 0.50% |
| LIDO ADVISORS, LLC | 08/07/2026 | 380.08 K | $4.10 M | 0.00% | 0.44% |
| NORTH GROUND CAPITAL | 08/13/2026 | 323.68 K | $3.47 M | -8.67% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 287.02 K | $3.08 M | 3.63% | 0.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 275.00 K | $2.95 M | 11.65% | 0.32% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 260.77 K | $2.80 M | -0.21% | 0.30% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 239.59 K | $2.57 M | -2.59% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 212.06 K | $2.27 M | 6.22% | 0.24% |
| UBS GROUP AG | 08/13/2026 | 183.43 K | $1.97 M | -1.40% | 0.21% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 169.19 K | $1.81 M | -60.22% | 0.19% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 138.45 K | $1.48 M | 0.00% | 0.16% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 125.69 K | $1.35 M | 11.01% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 118.03 K | $1.27 M | 14.20% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 116.86 K | $1.25 M | -1.55% | 0.13% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 114.97 K | $1.24 M | 8.70% | 0.13% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 110.68 K | $1.19 M | -1.45% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 98.50 K | $1.06 M | 44.62% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 90.20 K | $967.00 K | 39.00% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 89.37 K | $958.08 K | 12.48% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 83.95 K | $899.94 K | 110.93% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 76.02 K | $814.91 K | 263.08% | 0.09% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 75.02 K | $804.26 K | -36.51% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 70.85 K | $759.00 K | -1.66% | 0.08% |
| RMR WEALTH BUILDERS | 07/24/2026 | 65.45 K | $705.86 K | -0.37% | 0.08% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 63.10 K | $676.44 K | -53.44% | 0.07% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 61.71 K | $661.54 K | 25.17% | 0.07% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/20/2026 | 53.36 K | $572.01 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 52.68 K | $564.76 K | 8.31% | 0.06% |
| OPPENHEIMER & CO INC | 08/03/2026 | 46.84 K | $502.13 K | 10.21% | 0.05% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 44.09 K | $472.60 K | 95.01% | 0.05% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 43.21 K | $495.64 K | 24.28% | 0.05% |
| CHOREO, LLC | 08/04/2026 | 41.61 K | $448.88 K | -8.45% | 0.05% |
| MARINER, LLC | 08/13/2026 | 38.98 K | $417.90 K | -1.71% | 0.04% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 38.06 K | $407.95 K | -46.59% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 36.87 K | $395.00 K | -8.73% | 0.04% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 34.84 K | $373.45 K | 154.28% | 0.04% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 34.79 K | $375.00 K | 7.46% | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 32.35 K | $346.78 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 31.46 K | $337.28 K | 0.00% | 0.04% |
| LEISURE CAPITAL MANAGEMENT | 07/24/2026 | 30.15 K | $323.24 K | 0.00% | 0.03% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 08/11/2026 | 30.00 K | $321.60 K | 0.00% | 0.03% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 27.33 K | $292.96 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 26.57 K | $284.83 K | -3.00% | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 26.20 K | $280.71 K | 44.29% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 26.16 K | $280.43 K | 100.00% | 0.03% |
| STALEY CAPITAL ADVISERS INC | 08/11/2026 | 26.00 K | $278.72 K | 0.00% | 0.03% |
Nuveen New York AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of Nuveen New York AMT-Free Quality Municipal Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.67 M
GUGGENHEIM CAPITAL LLC: 1.41 M
Hennion & Walsh Asset Management, Inc.: 830,423
WELLS FARGO & COMPANY/MN: 595,028
HighTower Advisors, LLC: 440,190
Lido Advisors, LLC: 380,076
12.76% of Nuveen New York AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.37 M shares in the last 24 months. This purchase volume represents approximately $139.87 M in transactions.