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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

94 hedge funds and large institutions have $116M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.6M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$395K
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$346K
4
PGF
4
Plan Group Financial
Oklahoma
$232K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$190K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$0
3
AFS
3
Access Financial Services
Minnesota
$828K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$14.3M
5
AAM
5
Advisors Asset Management
Colorado
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$583K 41,511 +1,531 +4%
BAM
27
Broyhill Asset Management
North Carolina
$554K 39,464 -13,343 -25%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$489K 34,794 -1,560 -4%
FAG
29
Fortitude Advisory Group
Washington
$447K 31,826 – –
Osaic Holdings
30
Osaic Holdings
Arizona
$446K 29,437 -2,271 -7%
CIA
31
Concurrent Investment Advisors
Florida
$444K 31,581 +4,530 +17%
PA
32
Pinnacle Associates
New York
$429K 30,501 – –
EFS
33
Essex Financial Services
Connecticut
$407K 29,000 – –
BBHC
34
Brown Brothers Harriman & Co
New York
$395K 28,108 +28,108 New
Stifel Financial
35
Stifel Financial
Missouri
$389K 27,665 -3,553 -11%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$375K 26,700 -1,446 -5%
PMG
37
ProVise Management Group
Florida
$361K 25,710 +500 +2%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$346K 24,607 +24,607 New
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$331K 23,550 – –
BCG
40
Breakwater Capital Group
New Jersey
$313K 22,292 -30,417 -58%
GIM
41
Glenmede Investment Management
Pennsylvania
$312K 22,195 +22,195 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$308K 21,893 +3,093 +16%
WCM
43
WealthBridge Capital Management
Ohio
$282K 20,071 +20 +0.1%
BSTWA
44
Blake Schutter Theil Wealth Advisors
Ohio
$251K 17,870 -21,938 -55%
AWM
45
Avior Wealth Management
Nebraska
$250K 17,800 -8,280 -32%
AA
46
Ancora Advisors
Ohio
$248K 17,677 -379 -2%
PGF
47
Plan Group Financial
Oklahoma
$232K 16,540 +16,540 New
VH
48
Visionary Horizons
Tennessee
$218K 15,550 -1,020 -6%
SWA
49
Sightline Wealth Advisors
Connecticut
$216K 15,390 -4,412 -22%
WAM
50
Wolverine Asset Management
Illinois
$194K 13,790 +1,315 +11%
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