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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.34M
3
VanEck Associates
3
VanEck Associates
New York
$2.98M
4
Comerica Bank
4
Comerica Bank
Texas
$604K
5
SI
5
Stephens Inc
Arkansas
$6.17M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$1.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.99M
4
Bank of America
4
Bank of America
North Carolina
$7.68M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$724K -$2.03K -147 -0.3%
Cohen & Steers
27
Cohen & Steers
New York
$692K -$39.9K -3,000 -5%
Comerica Bank
28
Comerica Bank
Texas
$604K +$604K +45,431 New
FAIM
29
Financial Advocates Investment Management
Washington
$454K +$140K +10,500 +44%
RJT
30
Raymond James Trust
Florida
$447K – – –
AF
31
Advisornet Financial
Minnesota
$437K +$2.12K +159 +0.5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$432K – – –
FAG
33
Fortitude Advisory Group
Washington
$399K +$3.7K +278 +0.9%
WCM
34
WealthBridge Capital Management
Ohio
$391K +$239 +18 +0.1%
VAM
35
Verity Asset Management
North Carolina
$389K +$389K +1,947 New
GC
36
Guggenheim Capital
Illinois
$388K -$38.1K -2,866 -9%
CBC
37
Coombe, Bender & Co
New York
$332K -$1.5K -113 -0.5%
AA
38
Ancora Advisors
Ohio
$322K +$29K +2,179 +10%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$313K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$307K +$2.89K +217 +0.9%
PMG
41
ProVise Management Group
Florida
$304K – – –
GT
42
Glenmede Trust
Pennsylvania
$295K – – –
SWP
43
Stratos Wealth Partners
Ohio
$293K +$134K +10,109 +85%
DADC
44
D.A. Davidson & Co
Montana
$286K +$904 +68 +0.3%
SWA
45
Sightline Wealth Advisors
Connecticut
$252K +$3.62K +272 +1%
LF
46
Lantz Financial
Illinois
$224K – – –
WWM
47
Windsor Wealth Management
Indiana
$215K – – –
MHB
48
Midwest Heritage Bank
Iowa
$211K – – –
SCA
49
Southern Capital Advisors
Tennessee
$210K +$1.84K +138 +0.9%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$206K -$223K – –
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2
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