Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.94K+ 162.56% |
$116K - $121K
|
16.1K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.42K+ 41.53% |
$74.7K - $78.3K
|
21.9K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.04K+ 13.47% |
$70.2K - $73.7K
|
50.9K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
900+ 0.41% |
$10.5K - $11K
|
221K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 0.38% |
$3.23K - $3.39K
|
72.8K
$860K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
117+ 0.34% |
$1.36K - $1.43K
|
34.5K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.16K - $1.22K
|
100
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54+ 5400.0% |
$628 - $659
|
55
$650
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 40.0% |
$4.65K - $4.88K
|
600
$7.09K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.53K- 6.63% |
$29.4K - $30.9K
|
35.7K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.54K- 5.93% |
$52.8K - $55.4K
|
72K
$850K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-14.4K- 28.53% |
$168K - $176K
|
36.1K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.3K- 33.35% |
$283K - $296K
|
48.6K
$574K
|