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Nuveen New York Tax-Free Income Portfolio

19 hedge funds and large institutions have $5.15M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
Holders Change %
0%
% 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
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.33M 163,817 -3,300 -2%
Morgan Stanley
2
Morgan Stanley
New York
$909K 64,033 +6,950 +12%
RVPG
3
Relative Value Partners Group
$582K 40,898 -10,676 -21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$256K 18,056 -1,300 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$249K 17,578 +500 +3%
APWM
6
Atlas Private Wealth Management
New York
$152K 10,677
Stifel Financial
7
Stifel Financial
Missouri
$142K 10,000
UBS Group
8
UBS Group
Switzerland
$138K 9,755 +1,613 +20%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$106K 7,500
NFG
10
Next Financial Group
Texas
$99K 6,970
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39K 2,762 -1,994 -42%
APA
12
American Portfolios Advisors
New York
$38.7K 2,724
WAM
13
Wolverine Asset Management
Illinois
$29K 2,095 +2,095 New
GRP
14
Global Retirement Partners
California
$27K 1,903
CWP
15
Concord Wealth Partners
Virginia
$18K 1,250
Citigroup
16
Citigroup
New York
$17K 1,200
SB
17
Strategic Blueprint
Georgia
$17K 1,202 +1,202 New
NFSG
18
Newbridge Financial Services Group
Florida
$5K 376
SWM
19
Spire Wealth Management
Virginia
-6,750 Closed
Bank of America
20
Bank of America
North Carolina
$0 9 -3,388 -100%
SPIA
21
Steward Partners Investment Advisory
New York
-375 Closed
Wells Fargo
22
Wells Fargo
California
CFGS
23
Concourse Financial Group Securities
Alabama