NXN is no longer listed. Its last trade on record was Jan 12, 2026. The price and figures on this page are from its last trading day and final filings, and are no longer updated.
| 4 | MORGAN STANLEY | 93K | $1.1M | +6.6% | 1.762% | 0.00% |
| 5 | Breakwater Capital Group | 20K | $246K | 0.0% | 0.388% | 0.03% |
| 6 | LPL Financial LLC | 19K | $234K | 0.0% | 0.368% | 0.00% |
| 7 | BANK OF AMERICA CORP /DE/ | 13K | $161K | 0.0% | 0.253% | 0.00% |
| 8 | OSAIC HOLDINGS, INC. | 13K | $152K | 0.0% | 0.238% | 0.00% |
| 9 | Williams Jones Wealth Management, LLC. | 12K | $145K | 0.0% | 0.228% | 0.00% |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 11K | $131K | — | 0.205% | 0.01% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11K | $127K | — | 0.199% | 0.00% |
| 12 | UBS Group AG | 9K | $110K | +2.8% | 0.174% | 0.00% |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 6K | $74K | — | 0.116% | 0.00% |
| 14 | Global Retirement Partners, LLC | 2K | $23K | 0.0% | 0.036% | 0.00% |
| 15 | CoreCap Advisors, LLC | 2K | $18K | — | 0.028% | 0.00% |
| 16 | SIT INVESTMENT ASSOCIATES INC | 171K | $2K | +35.0% | 3.245% | 0.04% |
| 17 | Cambridge Investment Research Advisors, Inc. | 46K | $550 | -1.0% | 0.864% | 0.00% |
| 18 | WELLS FARGO & COMPANY/MN | 1 | $14 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NXN — a direct measure of their conviction.
Institutions that fully closed their NXN position in Q4 2025
| 16.83% |
| 0.85 pp |
| $7M |
| 2.3% |
| Q2 2024 | 21 | +5.0% | 17.68% | 0.16 pp | $7M | 0.5% |
| Q1 2024 | 20 | — | 17.84% | — | $8M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
5 institutions opened new positions in NXN during Q4 2025, while 5 fully exited. 11 added to existing positions and 2 trimmed.
NXN institutional ownership fell by 3.20 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 95.1% of all reported 13F value in NXN, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Nuveen New York Select Tax-Free Income Portfolio (NXN) Institutional Ownership