Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of NUVEEN NEW YORK SELECT TAX -FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.2K+ 208.58% |
$374K - $393K
|
47.7K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15KNew |
$174K - $183K
|
15K
$177K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$146K - $154K
|
12.6K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.99K+ 83.27% |
$116K - $122K
|
22K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4K+ 38.82% |
$46.4K - $48.7K
|
14.3K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.24K+ 4.84% |
$37.6K - $39.6K
|
70.3K
$830K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.24K+ 4.84% |
$37.6K - $39.6K
|
70.3K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.62K+ 4.91% |
$18.8K - $19.8K
|
34.7K
$410K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$15.1K - $15.9K
|
1.3K
$15.4K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1KNew |
$11.6K - $12.2K
|
1K
$11.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
471+ 2.01% |
$5.47K - $5.75K
|
23.9K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217+ 0.48% |
$2.52K - $2.65K
|
45K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.16K - $1.22K
|
100
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-635- 27.19% |
$7.37K - $7.75K
|
1.7K
$20.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.23K- 3.07% |
$25.9K - $27.2K
|
70.3K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.95K- 50.32% |
$69.1K - $72.6K
|
5.88K
$69.4K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.89K- 8.11% |
$91.5K - $96.2K
|
89.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.15K- 10.86% |
$106K - $112K
|
75.1K
$887K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-120K- 34.31% |
$1.39M - $1.46M
|
229K
$2.7M
|