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Nuveen Select Tax-Free Income Portfolio

93 hedge funds and large institutions have $112M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1% more funds holding

Funds holding: 9293 (+1)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

0.16% less ownership

Funds ownership: 16.67%16.51% (-0.16%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$676K)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Advisornet Financial
Minnesota
$646K -$20.9K -1,468 -3%
Stifel Financial
27
Stifel Financial
Missouri
$566K -$9.28K -651 -2%
BCG
28
Breakwater Capital Group
New Jersey
$561K +$329K +23,088 +148%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$487K -$62.3K -4,369 -11%
DADC
30
D.A. Davidson & Co
Montana
$458K +$114K +7,977 +34%
SWP
31
Stratos Wealth Partners
Ohio
$458K +$151K +10,616 +51%
Osaic Holdings
32
Osaic Holdings
Arizona
$442K -$542K -38,028 -55%
PA
33
Pinnacle Associates
New York
$442K
FAG
34
Fortitude Advisory Group
Washington
$434K
KAS
35
Kestra Advisory Services
Texas
$429K +$422K +29,641 New
EFS
36
Essex Financial Services
Connecticut
$426K +$235K +16,500 +132%
RJT
37
Raymond James Trust
Florida
$421K
AWM
38
Avior Wealth Management
Nebraska
$378K
LCM
39
Landscape Capital Management
New Jersey
$367K +$161K +11,334 +81%
UCFA
40
United Capital Financial Advisors
Texas
$360K -$39.3K -2,761 -10%
PMG
41
ProVise Management Group
Florida
$342K -$3.42K -240 -1%
FNBTCON
42
First National Bank & Trust Co of Newtown
Pennsylvania
$341K
GT
43
Glenmede Trust
Pennsylvania
$322K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$319K +$84.3K +5,916 +37%
BRWA
45
B. Riley Wealth Advisors
Florida
$313K +$154K +10,824 +101%
WCM
46
WealthBridge Capital Management
Ohio
$311K +$14.5K +1,018 +5%
CBC
47
Coombe, Bender & Co
New York
$292K -$64.3K -4,514 -18%
RIA
48
Realta Investment Advisors
Delaware
$290K
SWA
49
Sightline Wealth Advisors
Connecticut
$280K +$2.02K +142 +0.7%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$272K

NXP Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2024, worth a combined $112M — down 0.6% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NXP positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $2.14M.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $112M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 7 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2024 was Guggenheim Capital, an estimated $1.64M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2024 was Bank of America, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2024.