Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.1K+ 140.24% |
$285K - $314K
|
44.8K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.5KNew |
$168K - $186K
|
15.5K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$126K - $139K
|
11.6K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.92K+ 205.04% |
$75.4K - $83.1K
|
10.3K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.92K+ 71.22% |
$53.6K - $59.1K
|
11.8K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.75K+ 9.05% |
$29.9K - $33K
|
33.1K
$380K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.3K+ 2.42% |
$25.1K - $27.6K
|
97.2K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 601.2% |
$21.8K - $24K
|
2.34K
$26.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8- 0.07% |
$87.2 - $96.1
|
12K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-400- 0.11% |
$4.36K - $4.8K
|
348K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-675- 51.92% |
$7.36K - $8.11K
|
625
$7.19K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-675- 51.92% |
$7.36K - $8.11K
|
625
$7.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.88K- 4.12% |
$31.4K - $34.6K
|
67K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.4K- 3.88% |
$37.1K - $40.9K
|
84.2K
$969K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.57K- 3.63% |
$38.9K - $42.9K
|
94.9K
$1.09M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.47K- 7.55% |
$59.6K - $65.7K
|
67K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-13.9K- 37.34% |
$152K - $167K
|
23.4K
$269K
|