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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

91 hedge funds and large institutions have $113M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.87M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.88M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.98M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
DADC
5
D.A. Davidson & Co
Montana
$342K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.92M
2
VanEck Associates
2
VanEck Associates
New York
$3.03M
3
AAM
3
Advisors Asset Management
Colorado
$5.4M
4
VAM
4
Verity Asset Management
North Carolina
$0
5
Wells Fargo
5
Wells Fargo
California
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$665K 46,073 +12,938 +39%
Stifel Financial
27
Stifel Financial
Missouri
$574K 39,742 -14,051 -26%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$549K 37,996 +1,232 +3%
PA
29
Pinnacle Associates
New York
$440K 30,501 – –
FAG
30
Fortitude Advisory Group
Washington
$433K 29,970 – –
RJT
31
Raymond James Trust
Florida
$419K 29,022 -4,609 -14%
UCFA
32
United Capital Financial Advisors
Texas
$398K 27,592 -4,582 -14%
AWM
33
Avior Wealth Management
Nebraska
$377K 26,080 +1,580 +6%
CBC
34
Coombe, Bender & Co
New York
$356K 24,665 -4,232 -15%
PMG
35
ProVise Management Group
Florida
$344K 23,840 – –
DADC
36
D.A. Davidson & Co
Montana
$342K 23,665 +23,665 New
FNBTCON
37
First National Bank & Trust Co of Newtown
Pennsylvania
$340K 23,550 – –
GT
38
Glenmede Trust
Pennsylvania
$320K 22,195 – –
SWP
39
Stratos Wealth Partners
Ohio
$303K 20,991 -2,942 -12%
WCM
40
WealthBridge Capital Management
Ohio
$296K 20,479 +18 +0.1%
RIA
41
Realta Investment Advisors
Delaware
$289K 20,009 – –
SWA
42
Sightline Wealth Advisors
Connecticut
$277K 19,212 +137 +0.7%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$271K 18,800 -6,000 -24%
AA
44
Ancora Advisors
Ohio
$267K 18,469 – –
Corient Private Wealth
45
Corient Private Wealth
Florida
$259K 17,938 -137 -0.8%
LF
46
Lantz Financial
Illinois
$244K 16,867 – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$233K 16,110 +16,110 New
MHB
48
Midwest Heritage Bank
Iowa
$232K 16,086 +107 +0.7%
BCG
49
Breakwater Capital Group
New Jersey
$226K 15,634 +715 +5%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
– – – –
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