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Nuveen New York Tax-Free Income Portfolio

18 hedge funds and large institutions have $9.54M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.21M 349,394 -17,724 -5%
TIM
2
Tortoise Investment Management
New York
$2.01M 167,199 -7,720 -4%
Morgan Stanley
3
Morgan Stanley
New York
$872K 72,353 -633 -0.9%
GC
4
Guggenheim Capital
Illinois
$805K 66,770 +20,259 +44%
BCG
5
Breakwater Capital Group
New Jersey
$536K 44,465 +18,412 +71%
RCM
6
Rivernorth Capital Management
Florida
$252K 20,890
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$249K 20,699 +20,699 New
Stifel Financial
8
Stifel Financial
Missouri
$177K 14,662 +2,958 +25%
Bank of America
9
Bank of America
North Carolina
$145K 12,008 -11,522 -49%
Osaic Holdings
10
Osaic Holdings
Arizona
$145K 12,000
UBS Group
11
UBS Group
Switzerland
$82.4K 6,834 -2,205 -24%
GRP
12
Global Retirement Partners
California
$22.5K 1,903
CWP
13
Concord Wealth Partners
Virginia
$15.7K 1,300
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12K 1,000
Wells Fargo
15
Wells Fargo
California
$4.02K 333 -498 -60%
FIA
16
FNY Investment Advisers
New York
$1K 100 +100 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$154 12,856
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$96 8 -782 -99%
RVPG
19
Relative Value Partners Group
-28,733 Closed
IA
20
IFP Advisors
Florida
-20,470 Closed
MWM
21
MinichMacGregor Wealth Management
New York
-2,270 Closed
CFGS
22
Concourse Financial Group Securities
Alabama