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Nuveen New York Tax-Free Income Portfolio
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Overview Fund Activity

20 hedge funds and large institutions have $8.36M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$195K
2
Stifel Financial
2
Stifel Financial
Missouri
$266K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$619K
4
1CP
4
1607 Capital Partners
Virginia
$2.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$886K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$591K
2
WAM
2
Wolverine Asset Management
Illinois
$440K
3
OWA
3
Opal Wealth Advisors
New York
$0
4
TIM
4
Tortoise Investment Management
New York
$876K
5
BCG
5
Breakwater Capital Group
New Jersey
$434K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$2.69M 220,727 +900 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$886K 72,786 +278 +0.4%
TIM
3
Tortoise Investment Management
New York
$876K 71,992 -4,541 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$619K 50,862 +6,039 +13%
GC
5
Guggenheim Capital
Illinois
$591K 48,563 -24,296 -33%
WAM
6
Wolverine Asset Management
Illinois
$440K 36,133 -14,423 -29%
BCG
7
Breakwater Capital Group
New Jersey
$434K 35,663 -2,531 -7%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$419K 34,459 +117 +0.3%
Stifel Financial
9
Stifel Financial
Missouri
$266K 21,883 +6,421 +42%
RCM
10
Rivernorth Capital Management
Florida
$233K 19,152 – –
UBS Group
11
UBS Group
Switzerland
$195K 16,050 +9,937 +163%
WJWM
12
Williams Jones Wealth Management
New York
$183K 15,000 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$174K 14,270 – –
Bank of America
14
Bank of America
North Carolina
$162K 13,352 – –
O3W
15
Omni 360 Wealth
New Jersey
$152K 12,500 – –
GRP
16
Global Retirement Partners
California
$23.2K 1,903 – –
CWP
17
Concord Wealth Partners
Virginia
$7.61K 625 – –
MRCM
18
M&R Capital Management
New Jersey
$7.3K 600 -400 -40%
FIA
19
FNY Investment Advisers
New York
$1K 100 +100 New
Wells Fargo
20
Wells Fargo
California
$671 55 +54 +5,400%
OWA
21
Opal Wealth Advisors
New York
– – -9,055 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –