LPL Financial
NAN icon

LPL Financial’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

LPL Financial’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$999K Buy
89,586
+52,952
+145% +$604K ﹤0.01% 4176
2025
Q4 		$413K Buy
36,634
+2,500
+7% +$28.7K ﹤0.01% 4896
2025
Q3 		$390K Buy
34,134
+16,779
+97% +$188K ﹤0.01% 4840
2025
Q2 		$198K Buy
17,355
+2,600
+18% +$29.3K ﹤0.01% 5092
2025
Q1 		$168K Buy
14,755
+81
+0.6% +$932 ﹤0.01% 4915
2024
Q4 		$167K Buy
+14,674
New +$169K ﹤0.01% 4870
2023
Q4 		– Sell
-12,391
Closed -$120K – 4859
2023
Q3 		$120K Buy
+12,391
New +$129K ﹤0.01% 4381
2017
Q2 		– Sell
-13,397
Closed -$182K – 2916
2017
Q1 		$182K Sell
13,397
-202
-1% -$2.75K ﹤0.01% 2515
2016
Q4 		$183K Sell
13,599
-11,483
-46% -$159K ﹤0.01% 2503
2016
Q3 		$375K Buy
25,082
+11,451
+84% +$178K ﹤0.01% 1957
2016
Q2 		$216K Sell
13,631
-13,605
-50% -$207K ﹤0.01% 2332
2016
Q1 		$409K Buy
27,236
+29
+0.1% +$415 ﹤0.01% 2300
2015
Q4 		$384K Buy
27,207
+13,518
+99% +$187K ﹤0.01% 2359
2015
Q3 		$187K Sell
13,689
-18,760
-58% -$252K ﹤0.01% 2538
2015
Q2 		$446K Buy
32,449
+19,079
+143% +$262K ﹤0.01% 1987
2015
Q1 		$186K Buy
+13,370
New +$185K ﹤0.01% 2576

Other funds holding NAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's NAN Position: Q1 2026 in Review

LPL Financial increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 145% in Q1 2026, buying an estimated $604K and bringing the position to 89,586 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

LPL Financial first reported a position in NAN in Q1 2015 and has held it in 16 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • LPL Financial held 89,586 shares of Nuveen New York Quality Municipal Income Fund worth $999K as of Q1 2026.
  • LPL Financial bought 52,952 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $604K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4176 holding.
  • LPL Financial first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2015 and has held it in 16 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.