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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

89 hedge funds and large institutions have $123M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.07M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.4M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$696K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.72M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.06M
2
AAM
2
Advisors Asset Management
Colorado
$3.81M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$761K 50,356 -5,956 -11%
PCMC
27
Private Capital Management (Colorado)
Colorado
$696K 46,029 +46,029 New
SWP
28
Stratos Wealth Partners
Ohio
$644K 42,598 +10,991 +35%
BCG
29
Breakwater Capital Group
New Jersey
$640K 42,363 +3,641 +9%
BRWA
30
B. Riley Wealth Advisors
Florida
$554K 36,543 +15,046 +70%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$508K 33,629 +2 +0%
Stifel Financial
32
Stifel Financial
Missouri
$495K 32,753 -6,338 -16%
FAG
33
Fortitude Advisory Group
Washington
$470K 31,094 +1,124 +4%
PA
34
Pinnacle Associates
New York
$451K 30,501 – –
KAS
35
Kestra Advisory Services
Texas
$447K 29,593 -48 -0.2%
Osaic Holdings
36
Osaic Holdings
Arizona
$447K 29,559 -964 -3%
BSTWA
37
Blake Schutter Theil Wealth Advisors
Ohio
$439K 29,070 +29,070 New
RJT
38
Raymond James Trust
Florida
$439K 29,022 – –
EFS
39
Essex Financial Services
Connecticut
$434K 29,000 – –
DADC
40
D.A. Davidson & Co
Montana
$425K 28,096 -3,546 -11%
AWM
41
Avior Wealth Management
Nebraska
$394K 26,080 – –
UCFA
42
United Capital Financial Advisors
Texas
$375K 24,830 -1 -0%
PMG
43
ProVise Management Group
Florida
$367K 24,310 +710 +3%
FNBTCON
44
First National Bank & Trust Co of Newtown
Pennsylvania
$356K 23,550 – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$349K 23,100 +1,074 +5%
GT
46
Glenmede Trust
Pennsylvania
$335K 22,195 – –
WCM
47
WealthBridge Capital Management
Ohio
$313K 20,726 -771 -4%
CAWM
48
Capital Advisors Wealth Management
Washington
$308K 20,366 +3,927 +24%
SWA
49
Sightline Wealth Advisors
Connecticut
$295K 19,503 +149 +0.8%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$284K 18,800 – –
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2
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