Nuveen NY Qlty Muni Inc (NAN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares687,311 from 601,349

Change+85,962 (+14%)

Value$6.7M (-$304.4K)

Filed 2026-10-13

Lido Advisors, LLC

UNCHANGED

Shares413,884 from 413,884

Change0 (0%)

Value$4.1M (-$818.7K)

Filed 2026-11-04

Indivisible Partners

DECREASED

Shares314,656 from 325,461

Change-10,805 (-3%)

Value$3.1M (-$727.7K)

Filed 2026-10-26

HighTower Advisors, LLC

INCREASED

Shares206,598 from 198,681

Change+7,917 (+4%)

Value$2.0M (-$301.7K)

Filed 2026-11-10

Ashton Thomas Securities, LLC

DECREASED

Shares99,156 from 166,556

Change-67,400 (-40%)

Value$973.7K (-$980.0K)

Filed 2026-10-26

LPL Financial LLC

DECREASED

Shares86,756 from 92,488

Change-5,732 (-6%)

Value$851.9K (-$232.9K)

Filed 2026-11-06

Lionshead Wealth Management, LLC

UNCHANGED

Shares74,500 from 74,500

Change0 (0%)

Value$736.7K (-$142.3K)

Filed 2026-10-21

Breakwater Capital Group

INCREASED

Shares68,842 from 13,103

Change+55,739 (+425%)

Value$676.0K (+$522.3K)

Filed 2026-10-09

Avestar Capital, LLC

INCREASED

Shares58,084 from 48,084

Change+10,000 (+21%)

Value$573.7K (+$6.8K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares53,928 from 53,521

Change+407 (+1%)

Value$529.6K (-$98.2K)

Filed 2026-11-02

GC Wealth Management RIA, LLC

UNCHANGED

Shares49,552 from 49,552

Change0 (0%)

Value$486.6K (-$94.6K)

Filed 2026-11-02

Keybank National Association

NEW

Shares36,870

Change+36,870

Value$362.1K

Filed 2026-11-04

Farther Finance Advisors, LLC

NEW

Shares18,365

Change+18,365

Value$180.3K

Filed 2026-10-08

Ibex Wealth Advisors

UNCHANGED

Shares14,908 from 14,908

Change0 (0%)

Value$146.4K (-$28.5K)

Filed 2026-11-06

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$127.7K (-$24.8K)

Filed 2026-10-23

Seelaus Asset Management LLC

INCREASED

Shares12,906 from 12,660

Change+246 (+2%)

Value$126.7K (-$21.8K)

Filed 2026-10-14

Opal Wealth Advisors, LLC

INCREASED

Shares12,853 from 12,704

Change+149 (+1%)

Value$126.2K (-$22.8K)

Filed 2026-10-16

J. L. Bainbridge & Co., Inc.

INCREASED

Shares10,979 from 10,782

Change+197 (+2%)

Value$107.8K (-$18.7K)

Filed 2026-10-20

MGO One Seven LLC

UNCHANGED

Shares10,925 from 10,925

Change0 (0%)

Value$107.3K (-$20.9K)

Filed 2026-10-28

David J Yvars Group

INCREASED

Shares10,296 from 10,112

Change+184 (+2%)

Value$101.1K (-$17.5K)

Filed 2026-10-09

Oppenheimer & Co Inc

INCREASED

Shares10,127 from 10,074

Change+53 (+1%)

Value$99.4K (-$18.7K)

Filed 2026-10-26

Omni 360 Wealth, Inc.

DECREASED

Shares10,084 from 10,680

Change-596 (-6%)

Value$99.0K (-$26.3K)

Filed 2026-10-13

Nuveen, LLC

NEW

Shares7,940

Change+7,940

Value$79.0K

Filed 2026-11-10

Grove Bank & Trust

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$29.5K (-$5.7K)

Filed 2026-10-08

Adirondack Trust Co

UNCHANGED

Shares2,900 from 2,900

Change0 (0%)

Value$28.5K (-$5.5K)

Filed 2026-10-14

FNY Investment Advisers, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4 (-$1)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$4.9K (-$955)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$5.3K ($0)

Filed 2026-11-06

Latitude Advisors, LLC

NEW

Shares50

Change+50

Value$494

Filed 2026-10-27

Assetmark, Inc

DECREASED

Shares10 from 34

Change-24 (-71%)

Value$98 (-$301)

Filed 2026-10-21

South Shore Capital Advisors

CLOSED

Shares0 from 18,635

Change-18,635 (-100%)

Value$0 (-$218.6K)

Filed 2026-10-20

First Command Advisory Services, Inc.

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$5.9K)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 397

Change-397 (-100%)

Value$0 (-$4.7K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 856,578

Change-856,578 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 516,221

Change-516,221 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 500,724

Change-500,724 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 316,516

Change-316,516 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 145,056

Change-145,056 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 114,996

Change-114,996 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 63,657

Change-63,657 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 56,652

Change-56,652 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 49,938

Change-49,938 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 46,496

Change-46,496 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 45,552

Change-45,552 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 37,257

Change-37,257 (-100%)

Value—

Olde Wealth Management, LLC

N/A

Shares— from 31,727

Change-31,727 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 24,903

Change-24,903 (-100%)

Value—

UBS Group AG

N/A

Shares— from 23,714

Change-23,714 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 21,766

Change-21,766 (-100%)

Value—

Circle Wealth Management, LLC

N/A

Shares— from 20,808

Change-20,808 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 19,492

Change-19,492 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 17,528

Change-17,528 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 13,450

Change-13,450 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,602

Change-12,602 (-100%)

Value—

&partners

N/A

Shares— from 12,536

Change-12,536 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 11,987

Change-11,987 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,405

Change-11,405 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 10,680

Change-10,680 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,201

Change-10,201 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 3,834

Change-3,834 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,195

Change-2,195 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	687,311	601,349	+85,962	+14%	$7.1M	$6.7M	-$304.4K	2026-10-13
Lido Advisors, LLC	UNCHANGED	413,884	413,884	0	0%	$4.9M	$4.1M	-$818.7K	2026-11-04
Indivisible Partners	DECREASED	314,656	325,461	-10,805	-3%	$3.8M	$3.1M	-$727.7K	2026-10-26
HighTower Advisors, LLC	INCREASED	206,598	198,681	+7,917	+4%	$2.3M	$2.0M	-$301.7K	2026-11-10
Ashton Thomas Securities, LLC	DECREASED	99,156	166,556	-67,400	-40%	$2.0M	$973.7K	-$980.0K	2026-10-26
LPL Financial LLC	DECREASED	86,756	92,488	-5,732	-6%	$1.1M	$851.9K	-$232.9K	2026-11-06
Lionshead Wealth Management, LLC	UNCHANGED	74,500	74,500	0	0%	$879.0K	$736.7K	-$142.3K	2026-10-21
Breakwater Capital Group	INCREASED	68,842	13,103	+55,739	+425%	$153.7K	$676.0K	+$522.3K	2026-10-09
Avestar Capital, LLC	INCREASED	58,084	48,084	+10,000	+21%	$566.9K	$573.7K	+$6.8K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	53,928	53,521	+407	+1%	$627.8K	$529.6K	-$98.2K	2026-11-02
GC Wealth Management RIA, LLC	UNCHANGED	49,552	49,552	0	0%	$581.2K	$486.6K	-$94.6K	2026-11-02
Keybank National Association	NEW	36,870	—	+36,870	—	—	$362.1K	—	2026-11-04
Farther Finance Advisors, LLC	NEW	18,365	—	+18,365	—	—	$180.3K	—	2026-10-08
Ibex Wealth Advisors	UNCHANGED	14,908	14,908	0	0%	$174.9K	$146.4K	-$28.5K	2026-11-06
Kingswood Wealth Advisors, LLC	UNCHANGED	13,000	13,000	0	0%	$152.5K	$127.7K	-$24.8K	2026-10-23
Seelaus Asset Management LLC	INCREASED	12,906	12,660	+246	+2%	$148.5K	$126.7K	-$21.8K	2026-10-14
Opal Wealth Advisors, LLC	INCREASED	12,853	12,704	+149	+1%	$149.0K	$126.2K	-$22.8K	2026-10-16
J. L. Bainbridge & Co., Inc.	INCREASED	10,979	10,782	+197	+2%	$126.5K	$107.8K	-$18.7K	2026-10-20
MGO One Seven LLC	UNCHANGED	10,925	10,925	0	0%	$128.2K	$107.3K	-$20.9K	2026-10-28
David J Yvars Group	INCREASED	10,296	10,112	+184	+2%	$118.6K	$101.1K	-$17.5K	2026-10-09
Oppenheimer & Co Inc	INCREASED	10,127	10,074	+53	+1%	$118.2K	$99.4K	-$18.7K	2026-10-26
Omni 360 Wealth, Inc.	DECREASED	10,084	10,680	-596	-6%	$125.3K	$99.0K	-$26.3K	2026-10-13
Nuveen, LLC	NEW	7,940	—	+7,940	—	—	$79.0K	—	2026-11-10
Grove Bank & Trust	UNCHANGED	3,000	3,000	0	0%	$35.2K	$29.5K	-$5.7K	2026-10-08
Adirondack Trust Co	UNCHANGED	2,900	2,900	0	0%	$34.0K	$28.5K	-$5.5K	2026-10-14
FNY Investment Advisers, LLC	UNCHANGED	500	500	0	0%	$5	$4	-$1	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	500	500	0	0%	$5.9K	$4.9K	-$955	2026-10-19
Allworth Financial LP	UNCHANGED	450	450	0	0%	$5.3K	$5.3K	$0	2026-11-06
Latitude Advisors, LLC	NEW	50	—	+50	—	—	$494	—	2026-10-27
Assetmark, Inc	DECREASED	10	34	-24	-71%	$399	$98	-$301	2026-10-21
South Shore Capital Advisors	CLOSED	0	18,635	-18,635	-100%	$218.6K	$0	-$218.6K	2026-10-20
First Command Advisory Services, Inc.	CLOSED	0	500	-500	-100%	$5.9K	$0	-$5.9K	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	397	-397	-100%	$4.7K	$0	-$4.7K	2026-11-02
Morgan Stanley	N/A	—	856,578	-856,578	-100%	$10.0M	—	—	—
Guggenheim Capital LLC	N/A	—	516,221	-516,221	-100%	$6.1M	—	—	—
Bank of America Corp	N/A	—	500,724	-500,724	-100%	$5.9M	—	—	—
Wells Fargo & Company	N/A	—	316,516	-316,516	-100%	$3.7M	—	—	—
Royal Bank of Canada	N/A	—	145,056	-145,056	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	114,996	-114,996	-100%	$1.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	63,657	-63,657	-100%	$746.7K	—	—	—
Arax Advisory Partners	N/A	—	56,652	-56,652	-100%	$664.5K	—	—	—
NewEdge Wealth, LLC	N/A	—	49,938	-49,938	-100%	$585.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	46,496	-46,496	-100%	$545.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	45,552	-45,552	-100%	$534.3K	—	—	—
PFG Investments, LLC	N/A	—	37,257	-37,257	-100%	$437.0K	—	—	—
Olde Wealth Management, LLC	N/A	—	31,727	-31,727	-100%	$374.0K	—	—	—
Shufro Rose & Co LLC	N/A	—	27,000	-27,000	-100%	$316.7K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	24,903	-24,903	-100%	$292.1K	—	—	—
UBS Group AG	N/A	—	23,714	-23,714	-100%	$278.2K	—	—	—
Ameriprise Financial Inc	N/A	—	21,766	-21,766	-100%	$255.3K	—	—	—
Circle Wealth Management, LLC	N/A	—	20,808	-20,808	-100%	$244.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	19,492	-19,492	-100%	$228.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	17,528	-17,528	-100%	$205.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	13,450	-13,450	-100%	$157.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,602	-12,602	-100%	$147.8K	—	—	—
&partners	N/A	—	12,536	-12,536	-100%	$147.0K	—	—	—
Stifel Financial Corp	N/A	—	11,987	-11,987	-100%	$140.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,405	-11,405	-100%	$133.8K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	10,680	-10,680	-100%	$125.3K	—	—	—
XTX Topco Ltd	N/A	—	10,201	-10,201	-100%	$119.7K	—	—	—
Penserra Capital Management LLC	N/A	—	3,834	-3,834	-100%	$44	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,195	-2,195	-100%	$25.7K	—	—	—

Showing 62 of 62 institutions