Nuveen NY Sel Tax-FRXNXNX
13F holders, Q2 2024 (June 30)20holders −1
2new positions
3sold out
$11.70avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Nuveen NY Sel Tax-FR Inc. (XNXNX) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were 1607 Capital Partners, LLC ($2.6M), Tortoise Investment Management, LLC ($895K) and Guggenheim Capital LLC ($852K).
- Company
- Nuveen NY Sel Tax-FR Inc.
- CUSIP
- 67063V104
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $252K |
| Exits | 3 | $163K |
All 13F filers, Q1 2024 → Q2 2024: 41,231 shares bought and 50,674 shares sold, net −9,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| 1607 Capital Partners, LLC | 0.23% | Reduce -3.9% | 219,827 | $2.6M |
| Tortoise Investment Management, LLC | 0.10% | Reduce -14.3% | 76,533 | $895K |
| Guggenheim Capital LLC | 0.01% | Reduce -3.0% | 72,859 | $852K |
| Morgan Stanley | 0.00% | Add +3.2% | 72,508 | $848K |
| Wolverine Asset Management LLC | 0.06% | Add +6.0% | 50,556 | $592K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 44,823 | $524K |
| Breakwater Capital Group | 0.10% | Add +60.1% | 38,194 | $447K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.0% | 34,342 | $402K |
| Rivernorth Capital Management, LLC | 0.01% | Reduce -8.3% | 19,152 | $224K |
| Stifel Financial Corp. | 0.00% | No change | 15,462 | $181K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 15,000 | $176K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 14,270 | $167K |
| Bank of America Corp. | 0.00% | Reduce -39.3% | 13,352 | $156K |
| OMNI 360 Wealth, Inc. | 0.11% | New | 12,500 | $146K |
| Opal Wealth Advisors, LLC | 0.03% | New | 9,055 | $106K |
| UBS Group AG | 0.00% | Add +4.0% | 6,113 | $72K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,903 | $22K |
| M&R Capital Management Inc. | 0.00% | No change | 1,000 | $12K |
| Concord Wealth Partners | 0.00% | No change | 625 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $9 |
"% of holder's portfolio" is XNXNX's weight in each manager's 13F, not the share of Nuveen NY Sel Tax-FR Inc. the manager owns.