Nuveen New York Select Tax-Free Income Portfolio Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 214.01 K | $2.57 M | -11.74% | 5.52% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 126.69 K | $1.52 M | 8,949.57% | 3.27% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 91.80 K | $1.10 M | 19.72% | 2.37% |
| MORGAN STANLEY | 11/14/2025 | 87.18 K | $1.05 M | 22.53% | 2.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 45.97 K | $553.00 K | 100.00% | 1.19% |
| OMNI 360 WEALTH, INC. | 10/20/2025 | 27.00 K | $324.54 K | 58.82% | 0.70% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 20.97 K | $252.04 K | -37.93% | 0.54% |
| BREAKWATER CAPITAL GROUP | 11/06/2025 | 20.42 K | $245.44 K | -2.61% | 0.53% |
| LPL FINANCIAL LLC | 11/12/2025 | 19.41 K | $233.30 K | 100.00% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 13.35 K | $160.49 K | 0.00% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 12.57 K | $147.92 K | 0.00% | 0.32% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 12.00 K | $144.24 K | 0.00% | 0.31% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 10.50 K | $126.21 K | 0.00% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.44 K | $125.43 K | -3.42% | 0.27% |
| UBS GROUP AG | 11/13/2025 | 8.90 K | $106.98 K | -30.17% | 0.23% |
| FIRST HORIZON CORP | 10/27/2025 | 2.00 K | $24.04 K | 100.00% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 1.90 K | $22.87 K | 0.00% | 0.05% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 100 | $1.00 K | 0.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| OPAL WEALTH ADVISORS, LLC | 10/24/2025 | 0 | $0 | -100.00% | 0.00% |
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Nuveen New York Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Nuveen New York Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
FIRST HORIZON CORP: 0
OMNI 360 Wealth, Inc.: 0
FNY Investment Advisers, LLC: 0
1607 Capital Partners, LLC: 214,012
SIT INVESTMENT ASSOCIATES INC: 126,694
GUGGENHEIM CAPITAL LLC: 91,795
18.71% of Nuveen New York Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 747.31 K shares in the last 24 months. This purchase volume represents approximately $9.07 M in transactions.