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 | 05/15/2026 | 2.85 M | $29.15 M | 51.66% | 3.27% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.33 M | $13.61 M | 1.10% | 1.53% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 726.56 K | $7.42 M | 37.32% | 0.83% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 610.61 K | $6.23 M | -8.62% | 0.70% |
| MACKAY SHIELDS LLC | 04/27/2026 | 519.88 K | $5.31 M | -18.91% | 0.60% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 437.64 K | $4.47 M | 0.68% | 0.50% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 425.35 K | $4.53 M | 54.48% | 0.49% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 407.36 K | $4.16 M | -68.01% | 0.47% |
| LIDO ADVISORS, LLC | 05/13/2026 | 380.08 K | $3.91 M | 0.00% | 0.44% |
| NORTH GROUND CAPITAL | 05/11/2026 | 354.41 K | $3.62 M | -41.05% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 276.96 K | $2.83 M | -6.64% | 0.32% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 261.31 K | $2.67 M | 6.68% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 246.31 K | $2.52 M | -2.35% | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 245.97 K | $2.51 M | 0.00% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 199.64 K | $2.04 M | 46.16% | 0.23% |
| UBS GROUP AG | 05/05/2026 | 186.03 K | $1.90 M | -7.72% | 0.21% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 138.45 K | $1.41 M | 2.36% | 0.16% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 135.52 K | $1.38 M | -70.43% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 118.70 K | $1.21 M | -5.61% | 0.14% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 118.17 K | $1.21 M | -59.43% | 0.14% |
| 04/30/2026 | 113.22 K | $1.16 M | 38.67% | 0.13% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 112.31 K | $1.15 M | 7.77% | 0.13% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 105.77 K | $1.09 M | 61.31% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 103.35 K | $1.06 M | 57.73% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 79.46 K | $811.25 K | 24.18% | 0.09% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 72.04 K | $736.00 K | 0.19% | 0.08% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 71.25 K | $727.47 K | 2.38% | 0.08% |
| LPL FINANCIAL LLC | 05/06/2026 | 68.11 K | $695.39 K | -10.19% | 0.08% |
| RMR WEALTH BUILDERS | 04/22/2026 | 65.69 K | $675.22 K | 0.06% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 64.89 K | $663.00 K | 100.00% | 0.07% |
| COASTAL INVESTMENT ADVISORS, INC. | 04/22/2026 | 53.36 K | $544.80 K | 0.00% | 0.06% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 49.30 K | $503.36 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 48.64 K | $496.60 K | 51.64% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 45.45 K | $467.14 K | 80.80% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 42.50 K | $433.95 K | 0.14% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 40.40 K | $412.00 K | 31.66% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 39.80 K | $406.34 K | 8.08% | 0.05% |
| MARINER, LLC | 05/13/2026 | 39.66 K | $402.82 K | 9.29% | 0.05% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 34.77 K | $354.97 K | 100.00% | 0.04% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 32.38 K | $330.57 K | 38.15% | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 32.35 K | $330.28 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 31.46 K | $321.24 K | -66.51% | 0.04% |
| LEISURE CAPITAL MANAGEMENT | 05/08/2026 | 30.15 K | $307.86 K | 0.00% | 0.03% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 04/13/2026 | 30.00 K | $306.30 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 27.39 K | $279.68 K | 0.33% | 0.03% |
| STALEY CAPITAL ADVISERS INC | 04/29/2026 | 26.00 K | $265.46 K | 0.00% | 0.03% |
| 05/11/2026 | 25.35 K | $258.84 K | 0.00% | 0.03% | |
| ASCENT WEALTH PARTNERS, LLC | 05/06/2026 | 25.25 K | $257.77 K | 0.00% | 0.03% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 23.78 K | $242.79 K | 0.00% | 0.03% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 04/21/2026 | 23.30 K | $239.59 K | -5.28% | 0.03% |
Nuveen New York AMT-Free Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 155 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: 2.85 M
GUGGENHEIM CAPITAL LLC: 1.33 M
Hennion & Walsh Asset Management, Inc.: 726,559
WELLS FARGO & COMPANY/MN: 610,605
MACKAY SHIELDS LLC: 519,880
HighTower Advisors, LLC: 437,638
13.79% of Nuveen New York AMT-Free Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.11 M shares in the last 24 months. This purchase volume represents approximately $147.54 M in transactions.