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
Q3 		$852K Sell
86,756
-5,732
-6% -$63K ﹤0.01% 4657
2026
Q2 		$1.08M Buy
92,488
+2,902
+3% +$33.2K ﹤0.01% 4359
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% -$2.74K ﹤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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Lionshead Wealth Management
Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

LPL Financial's NAN Position: Q3 2026 in Review

LPL Financial reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 6.2% in Q3 2026, selling an estimated $63K and leaving 86,756 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #4657.

LPL Financial first reported a position in NAN in Q1 2015 and has held it in 18 quarters since. The position peaked at $1.08M in Q2 2026. 32 funds tracked by Wall St. Rank hold NAN as of Q3 2026.

  • LPL Financial held 86,756 shares of Nuveen New York Quality Municipal Income Fund worth $852K as of Q3 2026.
  • LPL Financial sold 5,732 Nuveen New York Quality Municipal Income Fund shares in Q3 2026, an estimated $63K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4657 holding.
  • LPL Financial first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2015 and has held it in 18 quarters since.
  • LPL Financial's Nuveen New York Quality Municipal Income Fund position peaked at $1.08M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.