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Nuveen New York Tax-Free Income Portfolio

21 hedge funds and large institutions have $5.21M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.15M 155,095 -8,722 -5%
Morgan Stanley
2
Morgan Stanley
New York
$960K 69,237 +5,204 +8%
RVPG
3
Relative Value Partners Group
$444K 31,893 -9,005 -22%
Osaic Holdings
4
Osaic Holdings
Arizona
$240K 17,246 -332 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$225K 16,256 -1,800 -10%
KAS
6
Kestra Advisory Services
Texas
$182K 13,144 +13,144 New
APWM
7
Atlas Private Wealth Management
New York
$148K 10,677
Stifel Financial
8
Stifel Financial
Missouri
$139K 10,000
Wells Fargo
9
Wells Fargo
California
$125K 9,000 +9,000 New
UBS Group
10
UBS Group
Switzerland
$119K 8,580 -1,175 -12%
NFG
11
Next Financial Group
Texas
$106K 7,670 +700 +10%
WAM
12
Wolverine Asset Management
Illinois
$106K 7,712 +5,617 +268%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$104K 7,500
LF
14
Lee Financial
Texas
$41K 2,971 +2,971 New
APA
15
American Portfolios Advisors
New York
$37.8K 2,724
GRP
16
Global Retirement Partners
California
$26K 1,903
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25K 1,767 -995 -36%
CWP
18
Concord Wealth Partners
Virginia
$17K 1,250
HA
19
Herold Advisors
New York
$14K 1,011 +1,011 New
ATC
20
Adirondack Trust Company
New York
$5K 347 +347 New
SB
21
Strategic Blueprint
Georgia
-1,202 Closed
Citigroup
22
Citigroup
New York
-1,200 Closed
NFSG
23
Newbridge Financial Services Group
Florida
-376 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
Bank of America
25
Bank of America
North Carolina
$0 9