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Nuveen New York Tax-Free Income Portfolio

20 hedge funds and large institutions have $5.65M invested in Nuveen New York Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
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
$2M 161,436 +7,120 +5%
1CP
2
1607 Capital Partners
Virginia
$1.05M 84,579 +84,579 New
Morgan Stanley
3
Morgan Stanley
New York
$1.01M 81,209 +6,065 +8%
RVPG
4
Relative Value Partners Group
$417K 33,596
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222K 17,998 +519 +3%
KAS
6
Kestra Advisory Services
Texas
$185K 14,956 +78 +0.5%
LSC
7
Logan Stone Capital
Illinois
$180K 14,561 +14,561 New
APWM
8
Atlas Private Wealth Management
New York
$132K 10,677
Osaic Holdings
9
Osaic Holdings
Arizona
$126K 10,176 -3,880 -28%
Wells Fargo
10
Wells Fargo
California
$111K 9,000 -1 -0%
UBS Group
11
UBS Group
Switzerland
$86K 6,924 -1,021 -13%
LF
12
Lee Financial
Texas
$37K 2,971
APA
13
American Portfolios Advisors
New York
$28.8K 2,324 -400 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22K 1,779 +4 +0.2%
GRP
15
Global Retirement Partners
California
$22K 1,903 +1,903 New
CWP
16
Concord Wealth Partners
Virginia
$15K 1,250
HA
17
Herold Advisors
New York
$12.5K 1,011 +1,011 New
TRCT
18
Tower Research Capital (TRC)
New York
$1K 100 +9 +10%
FIA
19
FNY Investment Advisers
New York
$1K 100 +100 New
Bank of America
20
Bank of America
North Carolina
$0 8 -26,535 -100%
WAM
21
Wolverine Asset Management
Illinois
-15,879 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-7,500 Closed
CFGS
23
Concourse Financial Group Securities
Alabama