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Nuveen New York Tax-Free Income Portfolio

20 hedge funds and large institutions have $8.4M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% 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
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$2.57M 219,827 -9,019 -4%
TIM
2
Tortoise Investment Management
New York
$895K 76,533 -12,800 -14%
GC
3
Guggenheim Capital
Illinois
$852K 72,859 -2,228 -3%
Morgan Stanley
4
Morgan Stanley
New York
$848K 72,508 +2,229 +3%
WAM
5
Wolverine Asset Management
Illinois
$592K 50,556 +2,874 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$524K 44,823 -175 -0.4%
BCG
7
Breakwater Capital Group
New Jersey
$447K 38,194 +14,338 +60%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$402K 34,342 -351 -1%
RCM
9
Rivernorth Capital Management
Florida
$224K 19,152 -1,738 -8%
Stifel Financial
10
Stifel Financial
Missouri
$181K 15,462
WJWM
11
Williams Jones Wealth Management
New York
$176K 15,000
Osaic Holdings
12
Osaic Holdings
Arizona
$167K 14,270 -17 -0.1%
Bank of America
13
Bank of America
North Carolina
$156K 13,352 -8,640 -39%
O3W
14
Omni 360 Wealth
New Jersey
$146K 12,500 +12,500 New
OWA
15
Opal Wealth Advisors
New York
$106K 9,055 +9,055 New
UBS Group
16
UBS Group
Switzerland
$71.5K 6,113 +235 +4%
GRP
17
Global Retirement Partners
California
$22.3K 1,903
MRCM
18
M&R Capital Management
New Jersey
$11.7K 1,000
CWP
19
Concord Wealth Partners
Virginia
$7.31K 625
Wells Fargo
20
Wells Fargo
California
$9 1 -1,699 -100%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-12,607 Closed
CA
22
CoreCap Advisors
Michigan
-1,300 Closed
FIA
23
FNY Investment Advisers
New York
-100 Closed
CFGS
24
Concourse Financial Group Securities
Alabama