NXN icon

Nuveen New York Tax-Free Income Portfolio

19 hedge funds and large institutions have $4.94M invested in Nuveen New York Tax-Free Income Portfolio in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.18M 166,492
RVPG
2
Relative Value Partners Group
$791K 60,274
Morgan Stanley
3
Morgan Stanley
New York
$602K 46,049 +3,978 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$257K 19,598 -3,901 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$246K 18,856 -1,250 -6%
APWM
6
Atlas Private Wealth Management
New York
$140K 10,677
Stifel Financial
7
Stifel Financial
Missouri
$131K 10,000
UBS Group
8
UBS Group
Switzerland
$109K 8,343 +1,427 +21%
Bank of America
9
Bank of America
North Carolina
$107K 8,222 +35 +0.4%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$98K 7,500
NFG
11
Next Financial Group
Texas
$81K 6,221 +6,221 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$62K 4,750
APA
13
American Portfolios Advisors
New York
$35.6K 2,724
WAM
14
Wolverine Asset Management
Illinois
$32K 2,493 -2,491 -50%
Wells Fargo
15
Wells Fargo
California
$28K 2,150
GRP
16
Global Retirement Partners
California
$25K 1,903
Citigroup
17
Citigroup
New York
$16K 1,200
NFSG
18
Newbridge Financial Services Group
Florida
$5K 376 +376 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K 100 +100 New
PAG
20
Private Advisor Group
New Jersey
-2,000 Closed
CFGS
21
Concourse Financial Group Securities
Alabama