NewEdge Advisors, LLC
Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in NVG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,921,254
+$395,047 QoQ
Shares Held
150,098
+21.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 261 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. NVG ranks #39 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in NVG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,254 | 150,098 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,526,207 | 123,780 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,835,788 | 145,007 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,874,298 | 152,506 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,833,772 | 153,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,808,878 | 146,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,365,151 | 111,350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,427,722 | 106,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,171,676 | 94,035 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $989,301 | 81,424 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,004,215 | 84,959 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $978,037 | 94,863 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $650,695 | 55,615 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $651,375 | 55,295 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $685,048 | 56,429 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $720,494 | 61,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $771,208 | 58,826 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $545,884 | 36,909 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $670,205 | 37,379 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||