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Nuveen New York Tax-Free Income Portfolio
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Overview Fund Activity

17 hedge funds and large institutions have $8.87M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$350K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$215K
3
Morgan Stanley
3
Morgan Stanley
New York
$807K
4
GC
4
Guggenheim Capital
Illinois
$1.01M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$197K

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$1.14M
2
BCG
2
Breakwater Capital Group
New Jersey
$415K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$138K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.03M 348,794 – –
TIM
2
Tortoise Investment Management
New York
$1.14M 98,489 -46,744 -32%
GC
3
Guggenheim Capital
Illinois
$1.01M 87,641 +3,180 +4%
Morgan Stanley
4
Morgan Stanley
New York
$807K 69,914 +3,578 +5%
BCG
5
Breakwater Capital Group
New Jersey
$415K 37,322 -12,139 -25%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$350K 30,325 +6,701 +28%
RCM
7
Rivernorth Capital Management
Florida
$241K 20,890 – –
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$215K 18,640 +5,014 +37%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$197K 17,100 +2,529 +17%
Stifel Financial
10
Stifel Financial
Missouri
$178K 15,462 – –
Bank of America
11
Bank of America
North Carolina
$138K 12,000 -8 -0.1%
UBS Group
12
UBS Group
Switzerland
$79.7K 6,910 +76 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$38.9K 3,374 – –
GRP
14
Global Retirement Partners
California
$21.5K 1,903 – –
CWP
15
Concord Wealth Partners
Virginia
$15K 1,300 – –
Wells Fargo
16
Wells Fargo
California
$3.85K 333 -1 -0.3%
FIA
17
FNY Investment Advisers
New York
$1K 100 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– – -1,000 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– – -100 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –