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 24 institutions that hold shares in the stock, with a total of 749,533 shares, which have been reported (via 13F filing form) to have a value of $9.16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
214,012
shares
|
$2.62 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
126,694
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 8949.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
91,795
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
87,175
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
45,971
shares
|
$561,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
27,000
shares
|
$329,940
0.18% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,968
shares
|
$256,228
0.02% of portfolio
|
Q3 2025
Reduced 37.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
20,419
shares
|
$249,520
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,409
shares
|
$237,177
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
19,409
shares
|
$237,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,352
shares
|
$163,161
0.0% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,567
shares
|
$153,568
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$146,640
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,500
shares
|
$128,310
0.0% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,435
shares
|
$127,515
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,900
shares
|
$108,758
0.0% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,324
shares
|
$28,399
0.0% of portfolio
|
Q1 2020
Added 17.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$24,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$24,440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,903
shares
|
$23,254
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$7,332
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
100
shares
|
$1,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|