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Nuveen New York Tax-Free Income Portfolio

19 hedge funds and large institutions have $6.74M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$2.82M -$171K -14,680 -6%
GC
2
Guggenheim Capital
Illinois
$892K +$149K +12,839 +20%
Morgan Stanley
3
Morgan Stanley
New York
$827K -$92.9K -7,989 -10%
TIM
4
Tortoise Investment Management
New York
$393K -$148K -12,764 -27%
BCG
5
Breakwater Capital Group
New Jersey
$244K -$130K -11,197 -35%
AWS
6
Atria Wealth Solutions
New York
$227K
O3W
7
Omni 360 Wealth
New Jersey
$198K +$23.3K +2,000 +13%
Bank of America
8
Bank of America
North Carolina
$155K
UBS Group
9
UBS Group
Switzerland
$148K -$129K -11,085 -47%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$148K +$148K +12,710 New
WJWM
11
Williams Jones Wealth Management
New York
$140K -$23.3K -2,000 -14%
Osaic Holdings
12
Osaic Holdings
Arizona
$137K -$18K -1,588 -12%
Citadel Advisors
13
Citadel Advisors
Florida
$126K +$126K +10,805 New
Stifel Financial
14
Stifel Financial
Missouri
$122K -$132K -11,383 -52%
OWA
15
Opal Wealth Advisors
New York
$105K
FHA
16
First Horizon Advisors
Tennessee
$23.3K
GRP
17
Global Retirement Partners
California
$22.1K +$22.1K +1,903 New
SIA
18
Sit Investment Associates
Minnesota
$16K +$16K +1,400 New
FIA
19
FNY Investment Advisers
New York
$1K
Wells Fargo
20
Wells Fargo
California
$2 -$3
RCM
21
Rivernorth Capital Management
Florida
-$292K -24,737 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$224K -18,971 Closed