Companies / Nuveen New York AMT-Free Quality Municipal Income Fund / Institutional holders
Back to Nuveen New York AMT-Free Quality Municipal Income Fund

Nuveen New York AMT-Free Quality Municipal Income Fund

Institutional holders · 13F as of Dec 31, 2025

111 holders

HolderValueShares% of shares
Ascent Wealth Partners, LLC$254.7K25,247—
Williams Jones Wealth Management, LLC.$251.9K24,966—
BCS Private Wealth Management, Inc.$248.2K24,600—
Opal Wealth Advisors, LLC$239.9K23,780—
Herold Advisors, Inc.$236.5K23,437—
Logan Stone Capital, LLC$222.6K22,063—
MELFA WEALTH MANAGEMENT, INC.$187.9K18,625—
&PARTNERS$185.0K18,156—
Clear Creek Financial Management, LLC$179.6K17,800—
Frisch Financial Group, Inc.$177.9K17,632—
Traub Capital Management LLC$174.5K17,297—
PINNACLE ASSOCIATES LTD$167.8K16,630—
Mountain Hill Investment Partners Corp.$167.4K16,594—
Everstar Asset Management, LLC$162.7K12,867—
ACCREDITED INVESTOR SERVICES, LLC$157.9K15,647—
Breakwater Capital Group$155.6K15,422—
Steward Partners Investment Advisory, LLC$155.3K15,390—
MAI Capital Management$152.1K14,900—
Moors & Cabot, Inc.$150.3K14,900—
Permanent Capital Management, LP$139.6K13,836—
Occidental Asset Management, LLC$125.7K11,725—
Kercheville Advisors, LLC$124.8K12,259—
Spire Wealth Management$124.4K12,329—
Merit Financial Group, LLC$122.8K12,166—
Mill Creek Capital Advisors, LLC$122.3K12,123—
TIAA TRUST, NATIONAL ASSOCIATION$121.2K12,016—
IBEX WEALTH ADVISORS$114.8K11,375—
Creative Planning$113.8K11,281—
MOODY NATIONAL BANK TRUST DIVISION$113.1K11,212—
Cerity Partners LLC$112.3K11,125—
Summit Trail Advisors, LLC$108.2K10,722—
Belpointe Asset Management LLC$107.0K10,600—
FIRST MANHATTAN CO. LLC.$101.0K10,010—
Sage Capital Management, LLC$100.9K10,000—
Pinnacle Wealth Planning Services, Inc.$86.8K8,097—
Global Retirement Partners, LLC$84.6K8,380—
Kestra Advisory Services, LLC$78.8K7,805—
Elyxium Wealth, LLC$68.6K6,797—
BROWN, LISLE/CUMMINGS, INC.$50.8K5,036—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$45.4K4,448—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$44.1K4,374—
SOA Wealth Advisors, LLC.$40.5K4,010—
Marshall & Sterling Wealth Advisors Inc.$35.7K3,538—
BROWN BROTHERS HARRIMAN & CO$21.2K2,100—
HIGHLINE WEALTH PARTNERS LLC$20.2K2,000—
NBT BANK N A /NY$13.2K1,306—
Atlantic Union Bankshares Corp$12.7K1,256—
US BANCORP \DE$12.1K1,201—
WPG Advisers, LLC$10.3K1,016—
WEBSTER BANK, N. A.$9.0K879—
← PrevPage 2 of 3Next →