NXN icon

Nuveen New York Tax-Free Income Portfolio

19 hedge funds and large institutions have $5.48M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.42M 167,117 -22,616 -12%
Morgan Stanley
2
Morgan Stanley
New York
$828K 57,083 +12,821 +29%
RVPG
3
Relative Value Partners Group
$750K 51,574 -8,700 -14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$280K 19,356
Osaic Holdings
5
Osaic Holdings
Arizona
$247K 17,078 -478 -3%
APWM
6
Atlas Private Wealth Management
New York
$155K 10,677
Stifel Financial
7
Stifel Financial
Missouri
$145K 10,000
UBS Group
8
UBS Group
Switzerland
$118K 8,142 +1,220 +18%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$109K 7,500
NFG
10
Next Financial Group
Texas
$101K 6,970 +749 +12%
SWM
11
Spire Wealth Management
Virginia
$95K 6,750 +6,750 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$69K 4,756 +4 +0.1%
Bank of America
13
Bank of America
North Carolina
$49K 3,397 -2,106 -38%
APA
14
American Portfolios Advisors
New York
$39.5K 2,724
GRP
15
Global Retirement Partners
California
$28K 1,903
CWP
16
Concord Wealth Partners
Virginia
$18K 1,250
Citigroup
17
Citigroup
New York
$17K 1,200
SPIA
18
Steward Partners Investment Advisory
New York
$5.44K 375 +375 New
NFSG
19
Newbridge Financial Services Group
Florida
$5K 376
Wells Fargo
20
Wells Fargo
California
-2,151 Closed
CFGS
21
Concourse Financial Group Securities
Alabama