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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

49 hedge funds and large institutions have $32.7M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$1.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$810K
4
GC
4
Guggenheim Capital
Illinois
$2.07M
5
EH
5
Equitable Holdings
New York
$205K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.19M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$445K
3
SPIA
3
Steward Partners Investment Advisory
New York
$277K
4
LPL Financial
4
LPL Financial
California
$649K
5
KAS
5
Kestra Advisory Services
Texas
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Windsor Wealth Management
Indiana
$296K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$277K -$115K -6,300 -29%
CIA
28
Capital Investment Advisors
Georgia
$268K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$248K +$18 +1 +0%
BRWA
30
B. Riley Wealth Advisors
Florida
$245K +$1.34K +74 +0.6%
EH
31
Equitable Holdings
New York
$205K +$205K +11,230 New
HI
32
Harbour Investments
Wisconsin
$187K – – –
5L
33
55I LLC
Massachusetts
$184K +$184K +10,033 New
SWM
34
Spire Wealth Management
Virginia
$125K – – –
CYG
35
Clean Yield Group
Vermont
$116K +$116K +6,324 New
FEG
36
Financial Enhancement Group
Indiana
$102K +$37.4K +2,049 +58%
HWA
37
HHM Wealth Advisors
Tennessee
$97K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
WTC
39
WhitTier Trust Company
Nevada
$64K – – –
JCM
40
Jacobi Capital Management
Pennsylvania
$63K +$273 +15 +0.4%
AF
41
Advisornet Financial
Minnesota
$54K +$423 +23 +0.8%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45K – – –
OC
43
Oakworth Capital
Alabama
$40K – – –
HPC
44
HM Payson & Co
Maine
$37K – – –
AA
45
Ancora Advisors
Ohio
$30K – – –
SIM
46
Sonora Investment Management
Arizona
$22K – – –
AIM
47
Anchor Investment Management
South Carolina
$18.3K – – –
PAI
48
Pittenger & Anderson Inc
Nebraska
$5K +$5K +266 New
CCM
49
Covington Capital Management
California
$4K +$4K +200 New
IAIM
50
International Assets Investment Management
Florida
– -$48K -2,873 Closed
1
2
3