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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 $5.5M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$361K
2
WAM
2
Wolverine Asset Management
Illinois
$216K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.02M
4
KAS
4
Kestra Advisory Services
Texas
$202K
5
RVPG
5
Relative Value Partners Group
$457K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$191K
3
GRP
3
Global Retirement Partners
California
$0
4
HA
4
Herold Advisors
New York
$0
5
TIM
5
Tortoise Investment Management
New York
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.1M 154,316 -779 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$1.02M 75,144 +5,907 +9%
RVPG
3
Relative Value Partners Group
$457K 33,596 +1,703 +5%
Bank of America
4
Bank of America
North Carolina
$361K 26,543 +26,534 +294,822%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$237K 17,479 +1,223 +8%
WAM
6
Wolverine Asset Management
Illinois
$216K 15,879 +8,167 +106%
KAS
7
Kestra Advisory Services
Texas
$202K 14,878 +1,734 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$191K 14,056 -3,190 -18%
APWM
9
Atlas Private Wealth Management
New York
$145K 10,677 – –
Wells Fargo
10
Wells Fargo
California
$122K 9,001 +1 +0%
NFG
11
Next Financial Group
Texas
$117K 8,568 +898 +12%
UBS Group
12
UBS Group
Switzerland
$108K 7,945 -635 -7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$102K 7,500 – –
LF
14
Lee Financial
Texas
$40K 2,971 – –
APA
15
American Portfolios Advisors
New York
$37.1K 2,724 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K 1,775 +8 +0.5%
CWP
17
Concord Wealth Partners
Virginia
$17K 1,250 – –
TRCT
18
Tower Research Capital (TRC)
New York
$1K 91 +91 New
Stifel Financial
19
Stifel Financial
Missouri
– – -10,000 Closed
GRP
20
Global Retirement Partners
California
– – -1,903 Closed
HA
21
Herold Advisors
New York
– – -1,011 Closed
ATC
22
Adirondack Trust Company
New York
– – -347 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –