NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares (NRK) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
NRK on NYSE
Shares outstanding
87,327,012
Price per share
$10.09
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,156,603
Total reported value
$195,415,229
% of total 13F portfolios
0%
Share change
-4,704,184
Value change
-$47,923,884
Number of holders
95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares (NRK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Karpus Management, Inc. 4% -44% $35,791,849 -$31,264,596 3,536,744 -47% KARPUS MANAGEMENT, INC. 31 Dec 2025

As of 30 Sep 2025, 95 institutional investors reported holding 19,156,603 shares of NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares (NRK). This represents 22% of the company’s total 87,327,012 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares (NRK) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 10% 8,699,281 -40% 2.8% $88,732,671
MORGAN STANLEY 1.5% 1,283,714 +88% 0% $13,093,888
GUGGENHEIM CAPITAL LLC 1.4% 1,202,572 +14% 0.09% $12,266,234
MACKAY SHIELDS LLC 0.91% 797,635 0% 0.28% $8,135,877
WELLS FARGO & COMPANY/MN 0.78% 681,122 +9.6% 0% $6,947,449
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.72% 628,368 +293% 0.37% $6,409,353
North Ground Capital 0.62% 538,650 +68% 3.4% $5,494,230
DEUTSCHE BANK AG\ 0.52% 458,267 0% 0% $4,674,323
HighTower Advisors, LLC 0.5% 440,119 -1.2% 0.01% $4,489,218
Lido Advisors, LLC 0.44% 380,076 0% 0.02% $3,903,000
BANK OF AMERICA CORP /DE/ 0.4% 349,333 +3.5% 0% $3,563,196
Hennion & Walsh Asset Management, Inc. 0.34% 297,486 +16% 0.11% $3,034,357
PFG Investments, LLC 0.29% 251,055 -3.5% 0.13% $2,560,763
ROYAL BANK OF CANADA 0.27% 238,604 -9.3% 0% $2,434,000
SIT INVESTMENT ASSOCIATES INC 0.27% 235,974 +258% 0.05% $2,407,000
Dakota Wealth Management 0.26% 224,361 -46% 0.05% $2,288,483
UBS Group AG 0.25% 214,445 -5.7% 0% $2,187,339
HORIZON KINETICS ASSET MANAGEMENT LLC 0.16% 135,988 -3.3% 0.02% $1,387,078
PNC Financial Services Group, Inc. 0.15% 129,851 -27% 0% $1,324,480
STIFEL FINANCIAL CORP 0.14% 117,911 -8.5% 0% $1,202,676
ROBINSON CAPITAL MANAGEMENT, LLC 0.12% 103,541 -77% 0.76% $1,056,118
RAYMOND JAMES FINANCIAL INC 0.11% 96,816 +78% 0% $987,522
ENVESTNET ASSET MANAGEMENT INC 0.1% 83,131 +64% 0% $847,937
NewEdge Wealth, LLC 0.09% 79,910 -2.4% 0.01% $809,488
COMMONWEALTH EQUITY SERVICES, LLC 0.09% 78,447 +4.6% 0% $800,000

Institutional Holders of NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND - Common Shares (NRK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 724,715 $7,315,681 +$1,067,103 $10.09 9
2025 Q3 19,156,603 $195,415,229 -$47,923,884 $10.20 95
2025 Q2 23,882,498 $236,656,914 -$38,486,670 $9.91 91
2025 Q1 27,692,613 $285,163,102 -$34,694,889 $10.30 88
2024 Q4 31,037,139 $324,646,606 -$8,280,043 $10.46 93
2024 Q3 31,357,113 $351,210,457 -$5,758,918 $11.20 94
2024 Q2 31,857,032 $353,316,006 +$924,531 $11.09 91
2024 Q1 31,725,496 $344,880,094 +$14,367,149 $10.87 90
2023 Q4 30,483,547 $320,985,834 +$34,854,151 $10.53 96
2023 Q3 27,933,796 $263,872,639 +$21,955,180 $9.45 99
2023 Q2 25,575,880 $264,716,690 +$3,612,282 $10.35 97
2023 Q1 25,168,028 $265,995,739 +$14,709,344 $10.57 96
2022 Q4 23,846,156 $244,673,288 +$7,470,827 $10.26 102
2022 Q3 23,336,720 $229,203,543 -$6,733,752 $9.82 108
2022 Q2 23,988,606 $265,106,333 -$6,820,793 $11.05 110
2022 Q1 24,636,809 $298,948,841 +$5,869,096 $12.14 107
2021 Q4 24,116,591 $332,578,737 +$2,452,591 $13.79 102
2021 Q3 23,821,785 $329,451,758 +$10,636,193 $13.83 96
2021 Q2 23,017,688 $326,625,129 -$11,293,805 $14.19 91
2021 Q1 23,841,913 $325,446,657 +$6,395,284 $13.65 91
2020 Q4 23,226,172 $314,230,824 +$3,603,326 $13.53 91
2020 Q3 22,879,925 $294,266,486 +$3,660,772 $12.86 86
2020 Q2 33,424,789 $430,522,483 +$21,470,126 $12.88 86
2020 Q1 22,011,833 $275,115,724 +$23,078,179 $12.50 87
2019 Q4 20,129,622 $273,464,247 +$1,544,792 $13.57 85
2019 Q3 20,149,453 $271,182,800 +$11,318,483 $13.46 70
2019 Q2 19,313,269 $252,868,262 +$15,617,506 $13.09 77
2019 Q1 18,103,243 $230,192,044 +$17,458,471 $12.72 77
2018 Q4 16,861,981 $196,450,957 +$14,994,892 $11.65 76
2018 Q3 15,319,196 $182,292,838 +$17,895,954 $11.90 77
2018 Q2 13,810,790 $169,109,360 +$25,140,937 $12.23 81
2018 Q1 11,760,521 $143,021,249 +$18,292,488 $12.16 83
2017 Q4 10,281,775 $133,203,436 +$15,120,833 $12.96 80
2017 Q3 8,029,442 $105,894,000 -$1,011,174 $13.20 72
2017 Q2 8,107,148 $106,302,000 -$2,293,936 $13.11 75
2017 Q1 8,294,835 $107,624,000 +$2,601,365 $12.98 67
2016 Q4 8,106,902 $103,851,000 +$16,553,027 $12.81 66
2016 Q3 6,707,812 $94,657,660 +$3,594,193 $14.12 68
2016 Q2 6,479,548 $92,425,000 -$2,367,503 $14.26 74
2016 Q1 6,551,095 $88,090,000 -$13,552,030 $13.44 68
2015 Q4 7,527,623 $98,834,000 +$16,529,310 $13.13 70
2015 Q3 6,543,832 $82,391,000 +$9,385,419 $12.59 62
2015 Q2 5,821,512 $73,096,119 -$2,230,262 $12.55 57
2015 Q1 6,111,761 $79,872,539 +$2,239,074 $13.07 57
2014 Q4 5,700,368 $73,531,885 -$7,230,805 $12.90 61
2014 Q3 5,951,847 $76,183,257 +$11,051,215 $12.80 59
2014 Q2 5,086,402 $66,680,351 -$992,625 $13.11 58
2014 Q1 5,166,378 $65,976,123 +$1,708,718 $12.77 59