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Nuveen New York Tax-Free Income Portfolio

21 hedge funds and large institutions have $8.47M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$2.66M 228,846 -119,548 -34%
TIM
2
Tortoise Investment Management
New York
$1.04M 89,333 -7,885 -8%
GC
3
Guggenheim Capital
Illinois
$874K 75,087 -9,151 -11%
Morgan Stanley
4
Morgan Stanley
New York
$818K 70,279 -63,795 -48%
WAM
5
Wolverine Asset Management
Illinois
$555K 47,682 +32,230 +209%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$524K 44,998 +217 +0.5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$404K 34,693 +1,623 +5%
BCG
8
Breakwater Capital Group
New Jersey
$278K 23,856 +471 +2%
Bank of America
9
Bank of America
North Carolina
$256K 21,992 +9,992 +83%
RCM
10
Rivernorth Capital Management
Florida
$243K 20,890
Stifel Financial
11
Stifel Financial
Missouri
$180K 15,462
WJWM
12
Williams Jones Wealth Management
New York
$175K 15,000 +15,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$166K 14,287 +3,995 +39%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$147K 12,607 +12,607 New
UBS Group
15
UBS Group
Switzerland
$68.4K 5,878 -5,953 -50%
GRP
16
Global Retirement Partners
California
$22.2K 1,903
Wells Fargo
17
Wells Fargo
California
$19.8K 1,700 -635 -27%
CA
18
CoreCap Advisors
Michigan
$15.1K 1,300 +1,300 New
MRCM
19
M&R Capital Management
New Jersey
$11.6K 1,000 +1,000 New
CWP
20
Concord Wealth Partners
Virginia
$7.28K 625
FIA
21
FNY Investment Advisers
New York
$1 100 +100 New
LCM
22
Landscape Capital Management
New Jersey
-11,565 Closed
CFGS
23
Concourse Financial Group Securities
Alabama