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 583,007 shares, which have been reported (via 13F filing form) to have a value of $6.79 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
242,473
shares
|
$2.82 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
76,674
shares
|
$893,252
0.01% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
71,146
shares
|
$828,850
0.0% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
33,781
shares
|
$393,548
0.04% of portfolio
|
Q2 2025
Reduced 27.42%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
20,966
shares
|
$244,253
0.04% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,409
shares
|
$226,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
17,000
shares
|
$198,050
0.1% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,352
shares
|
$155,550
0.0% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,745
shares
|
$148,479
0.0% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,710
shares
|
$148,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,064
shares
|
$140,545
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$139,800
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,805
shares
|
$125,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,500
shares
|
$122,325
0.0% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
9,055
shares
|
$105,490
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,324
shares
|
$27,074
0.0% of portfolio
|
Q1 2020
Added 17.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$23,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,903
shares
|
$22,169
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$16,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$6,990
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$1,165
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 |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|