Latest Institutional Purchases of Nuveen New York Select Tax Free Income Portfolio (NXN)
This list provides information on the latest institutional transactions involving Nuveen New York Select Tax Free Income Portfolio (NXN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.94K+ 162.56% |
$116K - $121K
|
16.1K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.42K+ 41.53% |
$74.7K - $78.3K
|
21.9K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.04K+ 13.47% |
$70.2K - $73.7K
|
50.9K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
900+ 0.41% |
$10.5K - $11K
|
221K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 0.38% |
$3.23K - $3.39K
|
72.8K
$860K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
117+ 0.34% |
$1.36K - $1.43K
|
34.5K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.16K - $1.22K
|
100
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54+ 5400.0% |
$628 - $659
|
55
$650
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12.5KNew |
$144K - $149K
|
12.5K
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.06KNew |
$104K - $108K
|
9.06K
$107K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15KNew |
$174K - $183K
|
15K
$177K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$146K - $154K
|
12.6K
$149K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$15.1K - $15.9K
|
1.3K
$15.4K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$126K - $139K
|
11.6K
$137K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 17.36% |
$28.8K - $31.4K
|
17.1K
$202K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.18K - $1.23K
|
100
$1.18K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$24.6K - $27.2K
|
2.27K
$26.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
690New |
$7.6K - $8.42K
|
690
$8.15K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124+ 0.83% |
$1.41K - $1.55K
|
15.1K
$178K
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9KNew |
$23.2K - $26.1K
|
1.9K
$22.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.97KNew |
$40.8K - $43K
|
2.97K
$35.1K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 17.21% |
$4.52K - $5.77K
|
2.72K
$32.2K
|
|