Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.7K+ 26.5% |
$209K - $217K
|
84.5K
$957K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$161K - $167K
|
13.6K
$154K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5K+ 11.24% |
$58.9K - $61.3K
|
49.5K
$560K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.93K+ 14.13% |
$34.5K - $35.9K
|
23.6K
$268K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 13.34% |
$20.2K - $21K
|
14.6K
$165K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
800+ 5.46% |
$9.43K - $9.81K
|
15.5K
$175K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.18K - $1.23K
|
100
$1.13K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.3% |
$11.8 - $12.3
|
334
$3.78K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-600- 0.17% |
$7.07K - $7.36K
|
349K
$3.95M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.02K- 8.32% |
$70.9K - $73.8K
|
66.3K
$752K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.63K- 71.88% |
$102K - $106K
|
3.37K
$38.2K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22K- 13.14% |
$259K - $269K
|
145K
$1.65M
|