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 22 institutions that hold shares in the stock, with a total of 650,450 shares, which have been reported (via 13F filing form) to have a value of $7.39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
257,153
shares
|
$2.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
79,135
shares
|
$898,973
0.0% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
63,835
shares
|
$725,165
0.01% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
46,545
shares
|
$528,751
0.06% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
24,737
shares
|
$281,012
0.02% of portfolio
|
Q1 2025
Added 29.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
23,830
shares
|
$270,708
0.0% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
21,883
shares
|
$248,590
0.0% of portfolio
|
Q3 2024
Added 41.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
20,966
shares
|
$238,173
0.04% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,409
shares
|
$220,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,971
shares
|
$215,510
0.0% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
17,000
shares
|
$193,120
0.1% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
14,000
shares
|
$159,040
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,652
shares
|
$155,086
0.0% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,352
shares
|
$151,678
0.0% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
9,055
shares
|
$102,864
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,324
shares
|
$26,400
0.0% of portfolio
|
Q1 2020
Added 17.21%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$22,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,903
shares
|
$21,618
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$6,816
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$1,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|