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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 $10.2M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.58M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$526K
3
WAM
3
Wolverine Asset Management
Illinois
$182K
4
LCM
4
Landscape Capital Management
New Jersey
$136K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$121K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$0
2
BCG
2
Breakwater Capital Group
New Jersey
$273K
3
GC
3
Guggenheim Capital
Illinois
$990K
4
TIM
4
Tortoise Investment Management
New York
$1.14M
5
CWP
5
Concord Wealth Partners
Virginia
$7.34K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.09M 348,394 -400 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$1.58M 134,074 +64,160 +92%
TIM
3
Tortoise Investment Management
New York
$1.14M 97,218 -1,271 -1%
GC
4
Guggenheim Capital
Illinois
$990K 84,238 -3,403 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$526K 44,781 +26,141 +140%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$389K 33,070 +2,745 +9%
BCG
7
Breakwater Capital Group
New Jersey
$273K 23,385 -13,937 -37%
RCM
8
Rivernorth Capital Management
Florida
$245K 20,890 – –
Stifel Financial
9
Stifel Financial
Missouri
$182K 15,462 – –
WAM
10
Wolverine Asset Management
Illinois
$182K 15,452 +15,452 New
Bank of America
11
Bank of America
North Carolina
$141K 12,000 – –
UBS Group
12
UBS Group
Switzerland
$139K 11,831 +4,921 +71%
LCM
13
Landscape Capital Management
New Jersey
$136K 11,565 +11,565 New
Osaic Holdings
14
Osaic Holdings
Arizona
$121K 10,292 +6,918 +205%
Wells Fargo
15
Wells Fargo
California
$27.4K 2,335 +2,002 +601%
GRP
16
Global Retirement Partners
California
$22.2K 1,903 – –
CWP
17
Concord Wealth Partners
Virginia
$7.34K 625 -675 -52%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
– – -17,100 Closed
FIA
19
FNY Investment Advisers
New York
– – -100 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –