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Sheaff Brock Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$492K Buy
24,207
+1,900
+9% +$39.1K 0.05% 256
2024
Q4 		$408K Sell
22,307
-500
-2% -$9.77K 0.04% 286
2024
Q3 		$458K Buy
22,807
+3,186
+16% +$63.8K 0.04% 263
2024
Q2 		$374K Buy
19,621
+7,588
+63% +$147K 0.03% 290
2024
Q1 		$237K Buy
12,033
+1,673
+16% +$32.3K 0.01% 408
2023
Q4 		$201K Sell
10,360
-5,395
-34% -$96.2K 0.02% 420
2023
Q3 		$296K Buy
15,755
+911
+6% +$18.1K 0.03% 330
2023
Q2 		$297K Buy
14,844
+425
+3% +$8.26K 0.03% 348
2023
Q1 		$276K Sell
14,419
-1,021
-7% -$21.5K 0.03% 368
2022
Q4 		$325K Buy
15,440
+123
+0.8% +$2.42K 0.03% 323
2022
Q3 		$263K Buy
15,317
+2,849
+23% +$71.8K 0.03% 358
2022
Q2 		$295K Buy
12,468
+401
+3% +$10.4K 0.02% 341
2022
Q1 		$340K Sell
12,067
-4,583
-28% -$136K 0.02% 346
2021
Q4 		$521K Sell
16,650
-740
-4% -$24.9K 0.03% 273
2021
Q3 		$586K Buy
17,390
+2,987
+21% +$103K 0.04% 236
2021
Q2 		$511K Sell
14,403
-456
-3% -$16.6K 0.04% 262
2021
Q1 		$511K Buy
14,859
+2,358
+19% +$79.9K 0.04% 249
2020
Q4 		$423K Sell
12,501
-980
-7% -$30.3K 0.04% 266
2020
Q3 		$384K Buy
13,481
+1,743
+15% +$50.5K 0.04% 255
2020
Q2 		$308K Buy
11,738
+475
+4% +$11.7K 0.03% 297
2020
Q1 		$228K Sell
11,263
-2,500
-18% -$87.9K 0.03% 314
2019
Q4 		$519K Buy
13,763
+2,891
+27% +$105K 0.05% 243
2019
Q3 		$383K Sell
10,872
-7,975
-42% -$287K 0.04% 291
2019
Q2 		$688K Buy
18,847
+2,473
+15% +$94.2K 0.07% 194
2019
Q1 		$654K Buy
16,374
+452
+3% +$18.4K 0.08% 205
2018
Q4 		$625K Sell
15,922
-2,215
-12% -$88.6K 0.1% 194
2018
Q3 		$742K Sell
18,137
-4,081
-18% -$171K 0.07% 198
2018
Q2 		$914K Buy
22,218
+2,825
+15% +$118K 0.09% 176
2018
Q1 		$809K Sell
19,393
-758
-4% -$32.3K 0.08% 181
2017
Q4 		$958K Sell
20,151
-848
-4% -$40.3K 0.12% 160
2017
Q3 		$1.02M Buy
20,999
+43
+0.2% +$2.1K 0.13% 141
2017
Q2 		$1.01M Sell
20,956
-581
-3% -$27.4K 0.13% 151
2017
Q1 		$957K Buy
21,537
+1,322
+7% +$56.3K 0.12% 153
2016
Q4 		$806K Buy
20,215
+269
+1% +$10.9K 0.1% 203
2016
Q3 		$837K Buy
19,946
+1,464
+8% +$63.4K 0.11% 188
2016
Q2 		$818K Buy
18,482
+1,089
+6% +$46.3K 0.1% 202
2016
Q1 		$714K Sell
17,393
-9,141
-34% -$359K 0.09% 219
2015
Q4 		$995K Buy
+26,534
New +$1.03M 0.11% 183

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's NLY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Annaly Capital Management (NLY) stake by 8.5% in Q1 2025, buying an estimated $39.1K and bringing the position to 24,207 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #256.

Sheaff Brock Investment Advisors first reported a position in NLY in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.02M in Q3 2017. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 24,207 shares of Annaly Capital Management worth $492K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,900 Annaly Capital Management shares in Q1 2025, an estimated $39.1K.
  • Annaly Capital Management made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #256 holding.
  • Sheaff Brock Investment Advisors first reported a position in Annaly Capital Management in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Annaly Capital Management position peaked at $1.02M in Q3 2017.
  • 649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.