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Nuveen New York Tax-Free Income Portfolio
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Overview Fund Activity

19 hedge funds and large institutions have $9.62M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$162K
3
BCG
3
Breakwater Capital Group
New Jersey
$588K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$281K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$173K

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$1.73M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$40.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$788K
4
1CP
4
1607 Capital Partners
Virginia
$4.14M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.14M 348,794 -600 -0.2%
TIM
2
Tortoise Investment Management
New York
$1.73M 145,233 -21,966 -13%
GC
3
Guggenheim Capital
Illinois
$1M 84,461 +17,691 +26%
Morgan Stanley
4
Morgan Stanley
New York
$788K 66,336 -6,017 -8%
BCG
5
Breakwater Capital Group
New Jersey
$588K 49,461 +4,996 +11%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$281K 23,624 +2,925 +14%
RCM
7
Rivernorth Capital Management
Florida
$248K 20,890 – –
Stifel Financial
8
Stifel Financial
Missouri
$184K 15,462 +800 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$173K 14,571 +1,715 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$162K 13,626 +13,626 New
Bank of America
11
Bank of America
North Carolina
$143K 12,008 – –
UBS Group
12
UBS Group
Switzerland
$81.2K 6,834 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$40.1K 3,374 -8,626 -72%
GRP
14
Global Retirement Partners
California
$22.6K 1,903 – –
CWP
15
Concord Wealth Partners
Virginia
$15.4K 1,300 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12K 1,000 – –
Wells Fargo
17
Wells Fargo
California
$3.97K 334 +1 +0.3%
TRCT
18
Tower Research Capital (TRC)
New York
$1.19K 100 +100 New
FIA
19
FNY Investment Advisers
New York
$1K 100 – –
TJHA
20
Thomas J. Herzfeld Advisors
Florida
– – -8 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –