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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$7.33M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$389K
3
IWA
3
IVC Wealth Advisors
Pennsylvania
$0
4
AFS
4
Access Financial Services
Minnesota
$2.05M
5
WTC
5
WhitTier Trust Company
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$913K +$679K +42,478 +290%
First Trust Advisors
27
First Trust Advisors
Illinois
$734K +$734K +45,919 New
LP
28
Lloyd Park
Illinois
$639K +$639K +39,985 New
PAG
29
Private Advisor Group
New Jersey
$600K +$3.47K +217 +0.6%
WCM
30
WealthBridge Capital Management
Ohio
$594K +$594K +37,162 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$594K +$594K +37,175 New
ACA
32
Ackerman Capital Advisors
Texas
$563K +$563K +35,262 New
SIC
33
Salem Investment Counselors
North Carolina
$549K +$549K +34,353 New
LCM
34
Landscape Capital Management
New Jersey
$548K +$548K +34,293 New
GT
35
Glenmede Trust
Pennsylvania
$547K +$193K +12,068 +54%
CCMD
36
Cypress Capital Management (Delaware)
Delaware
$533K -$12K -750 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$517K +$325K +20,361 +169%
RJT
38
Raymond James Trust
Florida
$479K +$479K +29,981 New
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$439K – – –
FAG
40
Fortitude Advisory Group
Washington
$433K +$433K +27,085 New
RIA
41
Regal Investment Advisors
Michigan
$422K +$422K +26,398 New
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$389K -$423K – –
Ameriprise
43
Ameriprise
Minnesota
$353K +$353K +22,075 New
BBA
44
BLB&B Advisors
Pennsylvania
$337K +$137K +8,563 +69%
DADC
45
D.A. Davidson & Co
Montana
$326K +$326K +20,411 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$326K +$326K +20,429 New
Millennium Management
47
Millennium Management
New York
$294K +$294K +18,392 New
AAS
48
Annex Advisory Services
Wisconsin
$292K – – –
SWA
49
Sightline Wealth Advisors
Connecticut
$289K +$289K +18,057 New
BRWA
50
B. Riley Wealth Advisors
Florida
$280K +$62.2K +3,876 +29%
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