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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

86 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.58M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.03M
3
UBS Group
3
UBS Group
Switzerland
$20.3M
4
AAM
4
Advisors Asset Management
Colorado
$3.61M
5
LPL Financial
5
LPL Financial
California
$1.46M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$8.91M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
TIM
3
Tortoise Investment Management
New York
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.44M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$690K +$121K +8,488 +21%
Osaic Holdings
27
Osaic Holdings
Arizona
$641K -$52.7K -3,681 -8%
Truist Financial
28
Truist Financial
North Carolina
$618K +$57.2K +4,000 +10%
RJT
29
Raymond James Trust
Florida
$506K +$71.1K +4,964 +16%
AF
30
Advisornet Financial
Minnesota
$471K -$34.7K -2,425 -7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$464K -$36.6K -2,558 -7%
CBC
32
Coombe, Bender & Co
New York
$429K +$56.7K +3,959 +15%
WCM
33
WealthBridge Capital Management
Ohio
$420K +$243 +17 +0.1%
FAG
34
Fortitude Advisory Group
Washington
$420K – – –
FNBTCON
35
First National Bank & Trust Co of Newtown
Pennsylvania
$337K – – –
PMG
36
ProVise Management Group
Florida
$327K – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$320K +$79.6K +5,562 +33%
GT
38
Glenmede Trust
Pennsylvania
$318K – – –
AA
39
Ancora Advisors
Ohio
$315K – – –
DADC
40
D.A. Davidson & Co
Montana
$305K +$1.9K +133 +0.6%
FAIM
41
Financial Advocates Investment Management
Washington
$278K +$278K +19,455 New
SWA
42
Sightline Wealth Advisors
Connecticut
$267K +$1.86K +130 +0.7%
LF
43
Lantz Financial
Illinois
$241K – – –
WWM
44
Windsor Wealth Management
Indiana
$231K – – –
MHB
45
Midwest Heritage Bank
Iowa
$227K – – –
SCA
46
Southern Capital Advisors
Tennessee
$222K +$222K +15,545 New
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$222K -$224K – –
AAS
48
Annex Advisory Services
Wisconsin
$220K – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$211K -$36K -2,519 -15%
PAG
50
Private Advisor Group
New Jersey
$207K +$186 +13 +0.1%
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