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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

92 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, 25 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% 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
25
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$3.55M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$660K
3
KAS
Kestra Advisory Services
Texas
$429K
4
BCG
Breakwater Capital Group
New Jersey
$561K
5
Ameriprise
Ameriprise
Minnesota
$1.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.77M
2
UBS Group
UBS Group
Switzerland
$21.6M
3
AAM
Advisors Asset Management
Colorado
$4.69M
4
Osaic Holdings
Osaic Holdings
Arizona
$442K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$646K -$21.3K -1,468 -3%
Stifel Financial
27
Stifel Financial
Missouri
$566K -$9.43K -651 -2%
BCG
28
Breakwater Capital Group
New Jersey
$561K +$335K +23,088 +148%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$487K -$63.3K -4,369 -11%
DADC
30
D.A. Davidson & Co
Montana
$458K +$116K +7,977 +34%
SWP
31
Stratos Wealth Partners
Ohio
$458K +$154K +10,616 +51%
Osaic Holdings
32
Osaic Holdings
Arizona
$442K -$551K -38,028 -55%
PA
33
Pinnacle Associates
New York
$442K – – –
FAG
34
Fortitude Advisory Group
Washington
$434K – – –
KAS
35
Kestra Advisory Services
Texas
$429K +$429K +29,641 New
EFS
36
Essex Financial Services
Connecticut
$426K +$242K +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 +$164K +11,334 +81%
UCFA
40
United Capital Financial Advisors
Texas
$360K -$40K -2,761 -10%
PMG
41
ProVise Management Group
Florida
$342K -$3.48K -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 +$85.7K +5,916 +37%
BRWA
45
B. Riley Wealth Advisors
Florida
$313K +$157K +10,824 +101%
WCM
46
WealthBridge Capital Management
Ohio
$311K +$14.8K +1,018 +5%
CBC
47
Coombe, Bender & Co
New York
$292K -$65.4K -4,514 -18%
RIA
48
Realta Investment Advisors
Delaware
$290K – – –
SWA
49
Sightline Wealth Advisors
Connecticut
$280K +$2.06K +142 +0.7%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$272K – – –
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2
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