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 688,999 shares, which have been reported (via 13F filing form) to have a value of $8.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
220,727
shares
|
$2.61 Million
0.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
72,786
shares
|
$859,602
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
71,992
shares
|
$850,225
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
50,862
shares
|
$600,680
0.0% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
48,563
shares
|
$573,529
0.0% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
36,133
shares
|
$426,730
0.01% of portfolio
|
Q3 2024
Reduced 28.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
35,663
shares
|
$421,180
0.09% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
34,459
shares
|
$406,960
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
21,883
shares
|
$258,438
0.0% of portfolio
|
Q3 2024
Added 41.53%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
19,152
shares
|
$226,185
0.01% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,050
shares
|
$189,550
0.0% of portfolio
|
Q3 2024
Added 162.56%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$177,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,270
shares
|
$168,528
0.0% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,352
shares
|
$157,687
0.0% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
12,500
shares
|
$147,625
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,324
shares
|
$27,446
0.0% of portfolio
|
Q1 2020
Added 17.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,903
shares
|
$22,474
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
625
shares
|
$7,381
0.0% of portfolio
|
Q4 2023
Reduced 51.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$7,086
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$1,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
55
shares
|
$649
0.0% of portfolio
|
Q3 2024
Added 5400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|