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Raymond James Financial Services Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$281K Buy
23,871
+3,985
+20% +$45.7K ﹤0.01% 2977
2024
Q2 		$224K Buy
19,886
+7,062
+55% +$76.7K ﹤0.01% 3046
2024
Q1 		$140K Sell
12,824
-494
-4% -$5.41K ﹤0.01% 3172
2023
Q4 		$147K Sell
13,318
-2,514
-16% -$25.2K ﹤0.01% 3070
2023
Q3 		$153K Buy
15,832
+202
+1% +$2.1K ﹤0.01% 2996
2023
Q2 		$168K Buy
15,630
+1,432
+10% +$15.5K ﹤0.01% 2975
2023
Q1 		$157K Sell
14,198
-400
-3% -$4.38K ﹤0.01% 2973
2022
Q4 		$156K Sell
14,598
-10,101
-41% -$105K ﹤0.01% 2926
2022
Q3 		$259K Buy
24,699
+350
+1% +$4.03K ﹤0.01% 2663
2022
Q2 		$286K Buy
24,349
+2,065
+9% +$24.2K ﹤0.01% 2627
2022
Q1 		$280K Sell
22,284
-174
-0.8% -$2.3K ﹤0.01% 2755
2021
Q4 		$332K Buy
22,458
+3,250
+17% +$47.3K ﹤0.01% 2644
2021
Q3 		$283K Buy
19,208
+81
+0.4% +$1.22K ﹤0.01% 2733
2021
Q2 		$288K Buy
19,127
+357
+2% +$5.23K ﹤0.01% 2750
2021
Q1 		$267K Buy
18,770
+46
+0.2% +$652 ﹤0.01% 2706
2020
Q4 		$265K Buy
18,724
+4,815
+35% +$66.2K ﹤0.01% 2539
2020
Q3 		$190K Buy
13,909
+282
+2% +$3.9K ﹤0.01% 2560
2020
Q2 		$184K Sell
13,627
-4,022
-23% -$52.6K ﹤0.01% 2521
2020
Q1 		$232K Buy
17,649
+1,488
+9% +$20.7K ﹤0.01% 1998
2019
Q4 		$229K Sell
16,161
-75
-0.5% -$1.06K ﹤0.01% 2491
2019
Q3 		$232K Buy
16,236
+1,272
+9% +$17.9K ﹤0.01% 2391
2019
Q2 		$207K Sell
14,964
-5,922
-28% -$80.6K ﹤0.01% 2521
2019
Q1 		$280K Buy
+20,886
New +$270K ﹤0.01% 2287
2018
Q4 		– Sell
-14,958
Closed -$184K – 2731
2018
Q3 		$184K Buy
14,958
+1,991
+15% +$24.9K ﹤0.01% 2554
2018
Q2 		$163K Buy
12,967
+789
+6% +$9.91K ﹤0.01% 2530
2018
Q1 		$155K Sell
12,178
-4,922
-29% -$64.9K ﹤0.01% 2313
2017
Q4 		$236K Sell
17,100
-4,120
-19% -$57.4K ﹤0.01% 2156
2017
Q3 		$299K Buy
21,220
+2,172
+11% +$31.1K ﹤0.01% 2021
2017
Q2 		$269K Buy
19,048
+750
+4% +$10.4K ﹤0.01% 2038
2017
Q1 		$248K Buy
18,298
+556
+3% +$7.56K ﹤0.01% 2008
2016
Q4 		$238K Buy
17,742
+3,173
+22% +$44K ﹤0.01% 1951
2016
Q3 		$223K Buy
14,569
+1,304
+10% +$20.2K ﹤0.01% 1975
2016
Q2 		$208K Buy
13,265
+109
+0.8% +$1.66K ﹤0.01% 1954
2016
Q1 		$194K Buy
+13,156
New +$188K ﹤0.01% 1778

Other funds holding NAN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's NAN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 20% in Q3 2024, buying an estimated $45.7K and bringing the position to 23,871 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Raymond James Financial Services Advisors first reported a position in NAN in Q1 2016 and has held it in 34 quarters since. The position peaked at $332K in Q4 2021. 51 funds tracked by Wall St. Rank hold NAN as of Q3 2024.

  • Raymond James Financial Services Advisors held 23,871 shares of Nuveen New York Quality Municipal Income Fund worth $281K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3,985 Nuveen New York Quality Municipal Income Fund shares in Q3 2024, an estimated $45.7K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2977 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2016 and has held it in 34 quarters since.
  • Raymond James Financial Services Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $332K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.