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NXN

Nuveen New York Tax-Free Income Portfolio
NXN

Delisted

NXN was delisted on the 9th of January, 2026.

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21 hedge funds and large institutions have $5.21M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 19 → 21 (+2)

1% more capital invested

Capital invested by funds: $5.15M → $5.21M (+$66.1K)

0.34% more ownership

Funds ownership: 9.23% → 9.57% (+0.34%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$187K
2
Wells Fargo
Wells Fargo
California
+$128K
3
WAM
Wolverine Asset Management
Illinois
+$79.7K
4
Morgan Stanley
Morgan Stanley
New York
+$73.9K
5
LF
Lee Financial
Texas
+$42.2K

Top Sellers

1
RVPG
Relative Value Partners Group
-$128K
2
TIM
Tortoise Investment Management
New York
-$124K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.5K
4
Citigroup
Citigroup
New York
-$17K
5
SB
Strategic Blueprint
Georgia
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.15M -$124K -8,722 -5%
Morgan Stanley
2
Morgan Stanley
New York
$960K +$73.9K +5,204 +8%
RVPG
3
Relative Value Partners Group
$444K -$128K -9,005 -22%
Osaic Holdings
4
Osaic Holdings
Arizona
$240K -$4.71K -332 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$225K -$25.5K -1,800 -10%
KAS
6
Kestra Advisory Services
Texas
$182K +$187K +13,144 New
APWM
7
Atlas Private Wealth Management
New York
$148K – – –
Stifel Financial
8
Stifel Financial
Missouri
$139K – – –
Wells Fargo
9
Wells Fargo
California
$125K +$128K +9,000 New
UBS Group
10
UBS Group
Switzerland
$119K -$16.7K -1,175 -12%
NFG
11
Next Financial Group
Texas
$106K +$9.94K +700 +10%
WAM
12
Wolverine Asset Management
Illinois
$106K +$79.7K +5,617 +268%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$104K – – –
LF
14
Lee Financial
Texas
$41K +$42.2K +2,971 New
APA
15
American Portfolios Advisors
New York
$37.8K – – –
GRP
16
Global Retirement Partners
California
$26K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25K -$14.1K -995 -36%
CWP
18
Concord Wealth Partners
Virginia
$17K – – –
HA
19
Herold Advisors
New York
$14K +$14.3K +1,011 New
ATC
20
Adirondack Trust Company
New York
$5K +$4.92K +347 New
SB
21
Strategic Blueprint
Georgia
– -$17K -1,202 Closed
Citigroup
22
Citigroup
New York
– -$17K -1,200 Closed
NFSG
23
Newbridge Financial Services Group
Florida
– -$5K -376 Closed

NXN Hedge Fund Activity: Q3 2021 in Review

21 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2021, worth a combined $5.21M — up 1.3% from $5.15M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXN positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $187K. The largest seller was Relative Value Partners Group, cutting an estimated $128K.

  • 21 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $5.21M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2021, up 1.3% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2021 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2021 was Kestra Advisory Services, an estimated $187K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2021 was Relative Value Partners Group, an estimated $128K sold.

Based on aggregated 13F filings for Q3 2021.