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Nuveen New York Tax-Free Income Portfolio

17 hedge funds and large institutions have $7.74M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$3.04M 257,153 -15,932 -6%
Morgan Stanley
2
Morgan Stanley
New York
$935K 79,135 -3,471 -4%
GC
3
Guggenheim Capital
Illinois
$755K 63,835 +8,815 +16%
TIM
4
Tortoise Investment Management
New York
$550K 46,545 -12,373 -21%
BCG
5
Breakwater Capital Group
New Jersey
$380K 32,163 -8,970 -22%
RCM
6
Rivernorth Capital Management
Florida
$292K 24,737 +5,585 +29%
UBS Group
7
UBS Group
Switzerland
$282K 23,830 -6,948 -23%
Stifel Financial
8
Stifel Financial
Missouri
$259K 21,883
AWS
9
Atria Wealth Solutions
New York
$230K 19,409 +19,409 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$224K 18,971 -3,941 -17%
O3W
11
Omni 360 Wealth
New Jersey
$177K 15,000 +2,500 +20%
WJWM
12
Williams Jones Wealth Management
New York
$165K 14,000 -1,000 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$161K 13,652 +1,588 +13%
Bank of America
14
Bank of America
North Carolina
$158K 13,352
OWA
15
Opal Wealth Advisors
New York
$107K 9,055 +9,055 New
FHA
16
First Horizon Advisors
Tennessee
$23.6K 2,000 +2,000 New
FIA
17
FNY Investment Advisers
New York
$1K 100 +100 New
Wells Fargo
18
Wells Fargo
California
-55 Closed
WAM
19
Wolverine Asset Management
Illinois
-45,983 Closed
LSC
20
Logan Stone Capital
Illinois
-17,329 Closed
HWAM
21
Hennion & Walsh Asset Management
New Jersey
-16,292 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-10,575 Closed
CWP
23
Concord Wealth Partners
Virginia
-625 Closed
CFGS
24
Concourse Financial Group Securities
Alabama