Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$222K - $230K
|
19.4K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.06KNew |
$103K - $107K
|
9.06K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.82K+ 16.02% |
$101K - $105K
|
63.8K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.59K+ 29.16% |
$63.8K - $66.3K
|
24.7K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.5K+ 20.0% |
$28.6K - $29.7K
|
15K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.04K+ 17.56% |
$23.3K - $24.2K
|
13.7K
$157K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2KNew |
$22.9K - $23.7K
|
2K
$23K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.14K - $1.19K
|
100
$1.15K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55Closed |
$629 - $653
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 6.67% |
$11.4K - $11.9K
|
14K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.47K- 4.2% |
$39.7K - $41.2K
|
79.1K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.94K- 17.2% |
$45K - $46.8K
|
19K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.95K- 22.57% |
$79.4K - $82.5K
|
23.8K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.97K- 21.81% |
$103K - $106K
|
32.2K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.4K- 21.0% |
$141K - $147K
|
46.5K
$536K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-15.9K- 5.83% |
$182K - $189K
|
257K
$2.96M
|