Institutional Ownership Nuveen New York Select Tax Free Income Portfolio (NXN)
This table provides information about the institutional ownership of Nuveen New York Select Tax Free Income Portfolio (NXN). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 753,638 shares, which have been reported (via 13F filing form) to have a value of $8.92 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
273,085
shares
|
$3.24 Million
0.25% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
82,606
shares
|
$978,881
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
58,918
shares
|
$698,178
0.07% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
55,020
shares
|
$651,987
0.01% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
45,983
shares
|
$544,898
0.01% of portfolio
|
Q4 2024
Added 27.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
41,133
shares
|
$487,426
0.09% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30,778
shares
|
$364,719
0.0% of portfolio
|
Q4 2024
Added 91.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,912
shares
|
$271,507
0.0% of portfolio
|
Q4 2024
Reduced 54.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
21,883
shares
|
$259,313
0.0% of portfolio
|
Q3 2024
Added 41.53%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
19,152
shares
|
$226,951
0.01% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,329
shares
|
$205,348
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
16,292
shares
|
$193,060
0.01% of portfolio
|
Q4 2024
Reduced 52.72%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$177,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,352
shares
|
$158,221
0.0% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
12,500
shares
|
$148,125
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,613
shares
|
$137,614
0.0% of portfolio
|
Q4 2024
Reduced 18.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,575
shares
|
$125,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,324
shares
|
$27,539
0.0% of portfolio
|
Q1 2020
Added 17.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,903
shares
|
$22,550
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
625
shares
|
$7,406
0.0% of portfolio
|
Q4 2023
Reduced 51.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$7,110
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
55
shares
|
$651
0.0% of portfolio
|
Q3 2024
Added 5400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|