NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

Overview Fund Activity

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.65M
2
UBS Group
2
UBS Group
Switzerland
$21.4M
3
LPL Financial
3
LPL Financial
California
$1.84M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.74M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$224K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.72M
2
GC
2
Guggenheim Capital
Illinois
$461K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$223K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$759K +$63.5K +4,406 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$645K -$1.02K -71 -0.2%
Truist Financial
28
Truist Financial
North Carolina
$622K – – –
RJT
29
Raymond James Trust
Florida
$485K -$24.5K -1,696 -5%
AF
30
Advisornet Financial
Minnesota
$471K -$3.6K -250 -0.8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$468K – – –
GC
32
Guggenheim Capital
Illinois
$461K -$565K -39,200 -55%
FAG
33
Fortitude Advisory Group
Washington
$428K +$4.94K +343 +1%
WCM
34
WealthBridge Capital Management
Ohio
$423K +$245 +17 +0.1%
CBC
35
Coombe, Bender & Co
New York
$362K -$70.4K -4,884 -16%
FAIM
36
Financial Advocates Investment Management
Washington
$340K +$59.9K +4,160 +21%
FNBTCON
37
First National Bank & Trust Co of Newtown
Pennsylvania
$339K – – –
First Trust Advisors
38
First Trust Advisors
Illinois
$329K +$6.6K +458 +2%
PMG
39
ProVise Management Group
Florida
$329K – – –
GT
40
Glenmede Trust
Pennsylvania
$318K – – –
AA
41
Ancora Advisors
Ohio
$317K – – –
DADC
42
D.A. Davidson & Co
Montana
$309K +$1.63K +113 +0.5%
SWA
43
Sightline Wealth Advisors
Connecticut
$267K – – –
LF
44
Lantz Financial
Illinois
$243K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$240K +$57.4K +3,984 +31%
WWM
46
Windsor Wealth Management
Indiana
$233K – – –
MHB
47
Midwest Heritage Bank
Iowa
$229K – – –
SCA
48
Southern Capital Advisors
Tennessee
$226K +$1.97K +137 +0.9%
AAS
49
Annex Advisory Services
Wisconsin
$225K +$3.34K +232 +2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$224K +$224K +15,454 New
1
2
3 4