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Nuveen New York Tax-Free Income Portfolio
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Overview Fund Activity

18 hedge funds and large institutions have $5.56M invested in Nuveen New York Tax-Free Income Portfolio in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$2.69M
2
CWP
2
Concord Wealth Partners
Virginia
$18K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$274K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$67K
5
Wells Fargo
5
Wells Fargo
California
$30K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$78K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$249K
4
Morgan Stanley
4
Morgan Stanley
New York
$628K
5
UBS Group
5
UBS Group
Switzerland
$98K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.69M 189,733 +23,241 +14%
RVPG
2
Relative Value Partners Group
$855K 60,274 – –
Morgan Stanley
3
Morgan Stanley
New York
$628K 44,262 -1,787 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$274K 19,356 +500 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$249K 17,556 -2,042 -10%
APWM
6
Atlas Private Wealth Management
New York
$151K 10,677 – –
Stifel Financial
7
Stifel Financial
Missouri
$142K 10,000 – –
BFEC
8
Benjamin F. Edwards & Company
Missouri
$106K 7,500 – –
UBS Group
9
UBS Group
Switzerland
$98K 6,922 -1,421 -17%
NFG
10
Next Financial Group
Texas
$88K 6,221 – –
Bank of America
11
Bank of America
North Carolina
$78K 5,503 -2,719 -33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$67K 4,752 +2 +0%
APA
13
American Portfolios Advisors
New York
$38.6K 2,724 – –
Wells Fargo
14
Wells Fargo
California
$30K 2,151 +1 +0%
GRP
15
Global Retirement Partners
California
$27K 1,903 – –
CWP
16
Concord Wealth Partners
Virginia
$18K 1,250 +1,250 New
Citigroup
17
Citigroup
New York
$17K 1,200 – –
NFSG
18
Newbridge Financial Services Group
Florida
$5K 376 – –
WAM
19
Wolverine Asset Management
Illinois
– – -2,493 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– – -100 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –