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Nuveen New York Tax-Free Income Portfolio

18 hedge funds and large institutions have $6.6M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$2.82M 242,473 -14,680 -6%
GC
2
Guggenheim Capital
Illinois
$892K 76,674 +12,839 +20%
Morgan Stanley
3
Morgan Stanley
New York
$827K 71,146 -7,989 -10%
TIM
4
Tortoise Investment Management
New York
$393K 33,781 -12,764 -27%
BCG
5
Breakwater Capital Group
New Jersey
$244K 20,966 -11,197 -35%
AWS
6
Atria Wealth Solutions
New York
$227K 19,409
O3W
7
Omni 360 Wealth
New Jersey
$198K 17,000 +2,000 +13%
Bank of America
8
Bank of America
North Carolina
$155K 13,352
UBS Group
9
UBS Group
Switzerland
$148K 12,745 -11,085 -47%
WJWM
10
Williams Jones Wealth Management
New York
$140K 12,000 -2,000 -14%
Osaic Holdings
11
Osaic Holdings
Arizona
$137K 12,064 -1,588 -12%
Citadel Advisors
12
Citadel Advisors
Florida
$126K 10,805 +10,805 New
Stifel Financial
13
Stifel Financial
Missouri
$122K 10,500 -11,383 -52%
OWA
14
Opal Wealth Advisors
New York
$105K 9,055
FHA
15
First Horizon Advisors
Tennessee
$23.3K 2,000
GRP
16
Global Retirement Partners
California
$22.1K 1,903 +1,903 New
SIA
17
Sit Investment Associates
Minnesota
$16K 1,400 +1,400 New
FIA
18
FNY Investment Advisers
New York
$1K 100
Wells Fargo
19
Wells Fargo
California
RCM
20
Rivernorth Capital Management
Florida
-24,737 Closed
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-18,971 Closed