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Nuveen New York Tax-Free Income Portfolio

20 hedge funds and large institutions have $8.53M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$3.1M 273,085 +52,358 +24%
Morgan Stanley
2
Morgan Stanley
New York
$938K 82,606 +9,820 +13%
TIM
3
Tortoise Investment Management
New York
$669K 58,918 -13,074 -18%
GC
4
Guggenheim Capital
Illinois
$624K 55,020 +6,457 +13%
WAM
5
Wolverine Asset Management
Illinois
$522K 45,983 +9,850 +27%
BCG
6
Breakwater Capital Group
New Jersey
$467K 41,133 +5,470 +15%
UBS Group
7
UBS Group
Switzerland
$349K 30,778 +14,728 +92%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$260K 22,912 -27,950 -55%
Stifel Financial
9
Stifel Financial
Missouri
$248K 21,883
RCM
10
Rivernorth Capital Management
Florida
$217K 19,152
LSC
11
Logan Stone Capital
Illinois
$197K 17,329 +17,329 New
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$185K 16,292 -18,167 -53%
WJWM
13
Williams Jones Wealth Management
New York
$170K 15,000
Bank of America
14
Bank of America
North Carolina
$152K 13,352
O3W
15
Omni 360 Wealth
New Jersey
$142K 12,500
Osaic Holdings
16
Osaic Holdings
Arizona
$137K 12,064 -2,206 -15%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$120K 10,575 +10,575 New
GRP
18
Global Retirement Partners
California
$21.6K 1,903
CWP
19
Concord Wealth Partners
Virginia
$7.09K 625
Wells Fargo
20
Wells Fargo
California
$625 55
FIA
21
FNY Investment Advisers
New York
-100 Closed
CFGS
22
Concourse Financial Group Securities
Alabama