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Nuveen New York Tax-Free Income Portfolio

19 hedge funds and large institutions have $9.7M invested in Nuveen New York Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.25M 367,118 +15,648 +4%
TIM
2
Tortoise Investment Management
New York
$2.03M 174,919 -2,853 -2%
Morgan Stanley
3
Morgan Stanley
New York
$846K 72,986 -5,503 -7%
GC
4
Guggenheim Capital
Illinois
$539K 46,511 +27,364 +143%
RVPG
5
Relative Value Partners Group
$333K 28,733 -4,476 -13%
BCG
6
Breakwater Capital Group
New Jersey
$302K 26,053 +26,053 New
Bank of America
7
Bank of America
North Carolina
$273K 23,530 +9,522 +68%
IA
8
IFP Advisors
Florida
$264K 20,470 -10,355 -34%
RCM
9
Rivernorth Capital Management
Florida
$242K 20,890 +7,534 +56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$149K 12,856 -1,692 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$139K 12,000 +2,024 +20%
Stifel Financial
12
Stifel Financial
Missouri
$136K 11,704 +11,704 New
UBS Group
13
UBS Group
Switzerland
$105K 9,039 -4,478 -33%
MWM
14
MinichMacGregor Wealth Management
New York
$26.3K 2,270 +2,270 New
GRP
15
Global Retirement Partners
California
$22.1K 1,903
CWP
16
Concord Wealth Partners
Virginia
$15.1K 1,300 +1,300 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12K 1,000 -792 -44%
Wells Fargo
18
Wells Fargo
California
$9.63K 831 +497 +149%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$9.16K 790 +790 New
LS
20
Leelyn Smith
Illinois
-690 Closed
FIA
21
FNY Investment Advisers
New York
-100 Closed
CFGS
22
Concourse Financial Group Securities
Alabama