13FBOX
NUVEEN NY DIVI ADV · 13F Institutional Holdings
Options Calculator Rankings

NUVEEN NY DIVI ADV

NAN
Institutions
58
Combined AUM (Q2 2026)
$61.0M
Combined Shares (Q2 2026)
5.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+657,538
31 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-64,518
9 · 4 Exit · ≈
⚖️ Net
+593,020
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$61.0M
Institutions
58
New Buys
8
Adds
23
Reduces
5
Exits
4
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#43$10.0M856,578$6.3M553,661+302,917+54.71%Add
Hennion & Walsh Asset Management, Inc.
0.2%0.2%#4$7.1M601,349$5.8M520,162+81,187+15.61%Add
GUGGENHEIM CAPITAL LLC
0.04%0.04%#10$6.1M516,221$5.6M498,156+18,065+3.63%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#45$5.9M500,724$5.7M509,888-9,164-1.80%Reduce
Lido Advisors, LLC
0.01%0.01%#18$4.9M413,884$4.6M413,88400.00%Unchanged
Indivisible Partners
0.22%0.33%#3$3.8M325,461$3.7M331,978-6,517-1.96%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#42$3.7M316,516$3.1M275,014+41,502+15.09%Add
HighTower Advisors, LLC
<0.01%<0.01%#28$2.3M198,681$2.2M197,942+739+0.37%Add
ASHTON THOMAS SECURITIES, LLC
0.29%0.23%#2$2.0M166,556$1.9M166,55600.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#48$1.7M145,056$1.4M126,935+18,121+14.28%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$1.3M114,996$827,26374,194+40,802+54.99%Add
LPL Financial LLC
<0.01%<0.01%#49$1.1M92,488$998,88289,586+2,902+3.24%Add
Lionshead Wealth Management, LLC
0.57%0.62%#1$878,95174,500$836,03974,50000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$746,69263,657$643,92457,751+5,906+10.23%Add
Arax Advisory Partners
<0.01%#23$664,52856,652$00+56,652New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$627,81053,521$597,68053,604-83-0.15%Reduce
NewEdge Wealth, LLC
0.01%0.01%#22$585,77349,938$524,05047,000+2,938+6.25%Add
GC Wealth Management RIA, LLC
0.03%0.02%#11$581,24549,552$552,50549,55200.00%Unchanged
Avestar Capital, LLC
0.03%0.03%#13$566,92848,084$449,53540,084+8,000+19.96%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#36$545,39846,496$505,00045,296+1,200+2.65%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$534,32145,552$506,06145,387+165+0.36%Add
PFG Investments, LLC
0.02%0.02%#16$437,02837,257$417,39237,434-177-0.47%Reduce
Olde Wealth Management, LLC
0.11%0.11%#6$372,15831,727$356,00031,72700.00%Unchanged
SHUFRO ROSE & CO LLC
0.02%0.02%#15$316,71027,000$301,05027,00000.00%Unchanged
HORIZON KINETICS ASSET MANAGEMENT LLC
<0.01%<0.01%#25$292,11224,903$277,66824,90300.00%Unchanged
UBS Group AG
<0.01%<0.01%#54$278,16523,714$264,41123,71400.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#53$255,31421,766$121,64710,910+10,856+99.51%Add
Circle Wealth Management, LLC
<0.01%<0.01%#26$244,07220,808$232,00420,80800.00%Unchanged
Equitable Holdings, Inc.
<0.01%<0.01%#32$228,63719,492$215,38119,128+364+1.90%Add
South Shore Capital Advisors
0.15%#5$218,58918,635$00+18,635New Buy
Cresset Asset Management, LLC
<0.01%<0.01%#38$205,60317,528$245,68321,893-4,365-19.94%Reduce
IBEX WEALTH ADVISORS
0.01%0.02%#17$174,87114,908$166,22414,90800.00%Unchanged
Breakwater Capital Group
0.02%0.02%#14$153,69813,103$140,25612,579+524+4.17%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.01%#21$152,49013,000$144,95013,00000.00%Unchanged
Kingsview Wealth Management, LLC
<0.01%<0.01%#27$149,96813,450$149,96813,45000.00%Unchanged
Opal Wealth Advisors, LLC
0.03%0.03%#12$149,01312,704$140,08812,564+140+1.11%Add
Seelaus Asset Management LLC
0.1%0.1%#7$148,50212,660$138,60212,431+229+1.84%Add
NewEdge Advisors, LLC
<0.01%<0.01%#44$147,82012,602$132,69611,901+701+5.89%Add
&PARTNERS
<0.01%<0.01%#41$147,04712,536$138,90712,458+78+0.63%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#52$140,60811,987$133,65611,98700.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#39$133,78011,405$127,16611,40500.00%Unchanged
MGO ONE SEVEN LLC
<0.01%<0.01%#30$128,15010,925$121,81410,92500.00%Unchanged
J. L. Bainbridge & Co., Inc.
0.01%0.01%#20$126,47510,782$117,97810,581+201+1.90%Add
Focus Partners Advisor Solutions, LLC
<0.01%#35$125,27910,680$00+10,680New Buy
OMNI 360 Wealth, Inc.
0.06%#8$125,27910,680$00+10,680New Buy
XTX Topco Ltd
<0.01%#31$119,65810,201$00+10,201New Buy
David J Yvars Group
0.06%#9$118,61110,112$00+10,112New Buy
OPPENHEIMER & CO INC
<0.01%<0.01%#33$118,16810,074$111,72310,020+54+0.54%Add
Penserra Capital Management LLC
<0.01%<0.01%#47$44,9733,834$14,0001,278+2,556+200.00%Add
Grove Bank & Trust
<0.01%<0.01%#24$35,1903,000$33,4503,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow