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Avantax Advisory Services’s Annaly Capital Management NLY Stock Holding History

Avantax Advisory Services’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Buy
62,080
+10,956
+21% +$208K 0.01% 1076
2025
Q1 		$1.04M Buy
51,124
+5,022
+11% +$103K 0.01% 1069
2024
Q4 		$844K Sell
46,102
-115
-0.2% -$2.25K 0.01% 1122
2024
Q3 		$928K Buy
46,217
+25,175
+120% +$504K 0.01% 1071
2024
Q2 		$401K Buy
21,042
+5,077
+32% +$98.6K ﹤0.01% 1508
2024
Q1 		$314K Sell
15,965
-1,242
-7% -$23.9K ﹤0.01% 1272
2023
Q4 		$333K Buy
17,207
+1,820
+12% +$32.5K ﹤0.01% 1188
2023
Q3 		$289K Sell
15,387
-1,604
-9% -$31.9K ﹤0.01% 1218
2023
Q2 		$340K Buy
16,991
+579
+4% +$11.2K ﹤0.01% 1114
2023
Q1 		$314K Buy
16,412
+923
+6% +$19.5K ﹤0.01% 1133
2022
Q4 		$327K Buy
15,489
+1,588
+11% +$31.2K ﹤0.01% 1063
2022
Q3 		$239K Sell
13,901
-4,763
-26% -$120K ﹤0.01% 1120
2022
Q2 		$441K Buy
18,664
+242
+1% +$6.27K 0.01% 837
2022
Q1 		$516K Buy
18,422
+6,800
+59% +$202K 0.01% 777
2021
Q4 		$364K Buy
11,622
+1,737
+18% +$58.4K 0.01% 889
2021
Q3 		$332K Buy
9,885
+2,247
+29% +$77.3K 0.01% 882
2021
Q2 		$271K Buy
7,638
+2,566
+51% +$93.2K ﹤0.01% 949
2021
Q1 		$174K Sell
5,072
-8,728
-63% -$296K ﹤0.01% 975
2020
Q4 		$466K Sell
13,800
-28,870
-68% -$893K 0.01% 577
2020
Q3 		$1.21M Buy
42,670
+29,387
+221% +$851K 0.02% 485
2020
Q2 		$351K Sell
13,283
-1,102
-8% -$27.2K 0.01% 587
2020
Q1 		$291K Buy
14,385
+48
+0.3% +$1.69K 0.01% 583
2019
Q4 		$540K Buy
14,337
+7,024
+96% +$256K 0.01% 450
2019
Q3 		$258K Buy
7,313
+533
+8% +$19.2K 0.01% 469
2019
Q2 		$248K Buy
6,780
+148
+2% +$5.64K 0.01% 436
2019
Q1 		$265K Sell
6,632
-3,779
-36% -$154K 0.01% 388
2018
Q4 		$420K Buy
+10,411
New +$416K 0.07% 247

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's NLY Position: Q2 2025 in Review

Avantax Advisory Services increased its Annaly Capital Management (NLY) stake by 21% in Q2 2025, buying an estimated $208K and bringing the position to 62,080 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1076.

Avantax Advisory Services first reported a position in NLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.21M in Q3 2020. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Avantax Advisory Services held 62,080 shares of Annaly Capital Management worth $1.17M as of Q2 2025.
  • Avantax Advisory Services bought 10,956 Annaly Capital Management shares in Q2 2025, an estimated $208K.
  • Annaly Capital Management made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1076 holding.
  • Avantax Advisory Services first reported a position in Annaly Capital Management in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Annaly Capital Management position peaked at $1.21M in Q3 2020.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.