Recent Quarter Total Invested
$8.40 M
Recent Quarter Institutional Ownership Percentage
18.3%
Total Invested of Last Quarter
$8.47 M
Ownership Percentage of Last Quarter
18.54%
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 | 08/08/2024 | 219,827 | $2.57 M | -3.94% | 5.60% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/01/2024 | 76,533 | $895,430 | -14.33% | 1.95% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 72,859 | $852,450 | -2.97% | 1.86% |
| MORGAN STANLEY | 10/17/2024 | 72,508 | $848,351 | 3.17% | 1.85% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 50,556 | $591,505 | 6.03% | 1.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 44,823 | $524,000 | -0.39% | 1.14% |
| BREAKWATER CAPITAL GROUP | 07/26/2024 | 38,194 | $446,870 | 60.10% | 0.97% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 34,342 | $401,801 | -1.01% | 0.88% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2024 | 19,152 | $224,078 | -8.32% | 0.49% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 15,462 | $180,905 | 0.00% | 0.39% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2024 | 15,000 | $175,500 | 0.00% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 14,270 | $166,959 | -0.12% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 13,352 | $156,218 | -39.29% | 0.34% |
| OMNI 360 WEALTH, INC. | 07/19/2024 | 12,500 | $146,250 | 100.00% | 0.32% |
| OPAL WEALTH ADVISORS, LLC | 07/12/2024 | 9,055 | $105,944 | 100.00% | 0.23% |
| UBS GROUP AG | 08/14/2024 | 6,113 | $71,522 | 4.00% | 0.16% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 1,903 | $22,265 | 0.00% | 0.05% |
| M&R CAPITAL MANAGEMENT INC | 07/02/2024 | 1,000 | $11,700 | 0.00% | 0.03% |
| CONCORD WEALTH PARTNERS | 07/31/2024 | 625 | $7,313 | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1 | $9 | -99.94% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 08/05/2024 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
Nuveen New York Select Tax-Free Income Portfolioinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NXN shares?
During the previous two years, 24 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: 220,727
Tortoise Investment Management, LLC: 71,992
WOLVERINE ASSET MANAGEMENT LLC: 36,133
Breakwater Capital Group: 35,663
Hennion & Walsh Asset Management, Inc.: 34,459
RIVERNORTH CAPITAL MANAGEMENT, LLC: 19,152
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What percentage of Nuveen New York Select Tax-Free Income Portfolio stock is owned by institutional investors?
18.30% of Nuveen New York Select Tax-Free Income Portfolio stock is owned by institutional investors.
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How much institutional buying is happening at NXN ?
Institutional investors have bought a total of 626,513 shares in the last 24 months. This purchase volume represents approximately $7.44 M in transactions.