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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | 1607 CAPITAL PARTNERS, LLC | 228,846 | $2.66 M | -34.31% | 5.83% |
| 05/09/2024 | TORTOISE INVESTMENT MANAGEMENT, LLC | 89,333 | $1.04 M | -8.11% | 2.28% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 75,087 | $874,012 | -10.86% | 1.91% |
| 05/15/2024 | MORGAN STANLEY | 70,279 | $818,058 | 4.84% | 1.79% |
| 05/13/2024 | WOLVERINE ASSET MANAGEMENT LLC | 47,682 | $555,018 | 208.58% | 1.21% |
| 04/24/2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 44,998 | $524,000 | 0.48% | 1.15% |
| 04/17/2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 34,693 | $403,827 | 4.91% | 0.88% |
| 04/18/2024 | BREAKWATER CAPITAL GROUP | 23,856 | $277,684 | 2.01% | 0.61% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 21,992 | $255,987 | 83.27% | 0.56% |
| 05/15/2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 20,890 | $243,160 | 0.00% | 0.53% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 15,462 | $179,978 | 0.00% | 0.39% |
| 05/07/2024 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 15,000 | $174,600 | 100.00% | 0.38% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 14,287 | $166,301 | 38.82% | 0.36% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,607 | $146,745 | 100.00% | 0.32% |
| 05/13/2024 | UBS GROUP AG | 5,878 | $68,420 | -50.32% | 0.15% |
| 04/23/2024 | GLOBAL RETIREMENT PARTNERS, LLC | 1,903 | $22,151 | 0.00% | 0.05% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 1,700 | $19,789 | -27.19% | 0.04% |
| 04/02/2024 | M&R CAPITAL MANAGEMENT INC | 1,000 | $11,640 | 100.00% | 0.03% |
| 04/30/2024 | CONCORD WEALTH PARTNERS | 625 | $7,275 | 0.00% | 0.02% |
| 05/03/2024 | FNY INVESTMENT ADVISERS, LLC | 100 | $1,000 | 100.00% | 0.00% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 28 institutional investors and hedge funds held shares of Nuveen New York Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 228,846
Tortoise Investment Management, LLC: 89,333
GUGGENHEIM CAPITAL LLC: 75,087
MORGAN STANLEY: 70,279
WOLVERINE ASSET MANAGEMENT LLC: 47,682
Cambridge Investment Research Advisors, Inc.: 44,998
A. 18.50% of Nuveen New York Select Tax-Free Income Portfolio stock is owned by institutional investors.
A. Institutional investors have bought a total of 883,434 shares in the last 24 months. This purchase volume represents approximately $10.29 M in transactions.
