Purchases and Sales Made in Q2 2025 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 2025. 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 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.8K+ 20.11% |
$145K - $151K
|
76.7K
$937K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$143K - $149K
|
12.7K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$122K - $127K
|
10.8K
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2K+ 13.33% |
$22.5K - $23.5K
|
17K
$208K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2K+ 13.33% |
$22.5K - $23.5K
|
17K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.4KNew |
$15.8K - $16.5K
|
1.4K
$17.1K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
503+ 4.17% |
$5.66K - $5.92K
|
12.6K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.59K- 11.63% |
$17.9K - $18.7K
|
12.1K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 14.29% |
$22.5K - $23.5K
|
12K
$147K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.99K- 10.1% |
$90K - $94K
|
71.1K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 46.52% |
$125K - $130K
|
12.7K
$156K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-11.2K- 34.81% |
$126K - $132K
|
21K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.4K- 52.02% |
$128K - $134K
|
10.5K
$128K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.8K- 27.42% |
$144K - $150K
|
33.8K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-14.7K- 5.71% |
$165K - $173K
|
242K
$2.96M
|
|