Latest Institutional Transactions on Nuveen New York Select Tax Free Income Portfolio (NXN)
This table provides information on the latest institutional transactions involving Nuveen New York Select Tax Free Income Portfolio (NXN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
900+ 0.41% |
$10.5K - $11K
|
221K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 0.38% |
$3.23K - $3.39K
|
72.8K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.42K+ 41.53% |
$74.7K - $78.3K
|
21.9K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.94K+ 162.56% |
$116K - $121K
|
16.1K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54+ 5400.0% |
$628 - $659
|
55
$623
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.54K- 5.93% |
$52.8K - $55.4K
|
72K
$816K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.3K- 33.35% |
$283K - $296K
|
48.6K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-14.4K- 28.53% |
$168K - $176K
|
36.1K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.04K+ 13.47% |
$70.2K - $73.7K
|
50.9K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
117+ 0.34% |
$1.36K - $1.43K
|
34.5K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.16K - $1.22K
|
100
$1.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.53K- 6.63% |
$29.4K - $30.9K
|
35.7K
$404K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 40.0% |
$4.65K - $4.88K
|
600
$6.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 8.32% |
$20K - $20.7K
|
19.2K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.64K- 39.29% |
$99.4K - $103K
|
13.4K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17- 0.12% |
$196 - $202
|
14.3K
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12.5KNew |
$144K - $149K
|
12.5K
$142K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.06KNew |
$104K - $108K
|
9.06K
$103K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$15.1K - $15.9K
|
1.3K
$14.7K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15KNew |
$174K - $183K
|
15K
$170K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$146K - $154K
|
12.6K
$143K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-675- 51.92% |
$7.36K - $8.11K
|
625
$7.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$126K - $139K
|
11.6K
$131K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 17.36% |
$28.8K - $31.4K
|
17.1K
$194K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.18K - $1.23K
|
100
$1.13K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-782- 98.99% |
$9.12K - $9.68K
|
8
$90.6
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-792- 44.2% |
$8.59K - $9.49K
|
1K
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.48K- 13.48% |
$48.5K - $53.6K
|
28.7K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.4K- 33.59% |
$112K - $124K
|
20.5K
$232K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$24.6K - $27.2K
|
2.27K
$25.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
690New |
$7.6K - $8.42K
|
690
$7.82K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-500- 3.43% |
$5.69K - $6.24K
|
14.1K
$159K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124+ 0.83% |
$1.41K - $1.55K
|
15.1K
$171K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-10.7KClosed |
$122K - $133K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.01KClosed |
$11.5K - $12.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9KNew |
$23.2K - $26.1K
|
1.9K
$21.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.5KClosed |
$91.6K - $103K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-347Closed |
$4.64K - $4.97K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.2KClosed |
$16.5K - $17.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.97KNew |
$40.8K - $43K
|
2.97K
$33.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-376Closed |
$5.17K - $5.44K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-375Closed |
$5.21K - $5.41K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-6.75KClosed |
$93.8K - $97.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2KClosed |
$25.8K - $27.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.1KClosed |
$148K - $160K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 17.21% |
$4.52K - $5.77K
|
2.72K
$30.9K
|
|
| Q3 2018 | |||||||
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123Closed |
$1.56K - $1.64K
|
0
$0
|
|