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Nuveen Select Tax-Free Income Portfolio
NXP

90 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, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.3M)

0.97% more ownership

Funds ownership: 16.51% → 17.48% (+0.97%)

3% less funds holding

Funds holding: 93 → 90 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% 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
26
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$3.31M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.13M
3
IAIM
International Assets Investment Management
Florida
+$1.12M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$710K
5
PCMC
Private Capital Management (Colorado)
Colorado
+$682K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$1.06M
2
AAM
Advisors Asset Management
Colorado
-$1.06M
3
LCM
Landscape Capital Management
New Jersey
-$367K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$249K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$761K -$88.3K -5,956 -11%
PCMC
27
Private Capital Management (Colorado)
Colorado
$696K +$682K +46,029 New
SWP
28
Stratos Wealth Partners
Ohio
$644K +$163K +10,991 +35%
BCG
29
Breakwater Capital Group
New Jersey
$640K +$54K +3,641 +9%
BRWA
30
B. Riley Wealth Advisors
Florida
$554K +$223K +15,046 +70%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$508K +$30 +2 +0%
Stifel Financial
32
Stifel Financial
Missouri
$495K -$93.9K -6,338 -16%
FAG
33
Fortitude Advisory Group
Washington
$470K +$16.7K +1,124 +4%
PA
34
Pinnacle Associates
New York
$451K – – –
KAS
35
Kestra Advisory Services
Texas
$447K -$711 -48 -0.2%
Osaic Holdings
36
Osaic Holdings
Arizona
$447K -$14.3K -964 -3%
BSTWA
37
Blake Schutter Theil Wealth Advisors
Ohio
$439K +$431K +29,070 New
RJT
38
Raymond James Trust
Florida
$439K – – –
EFS
39
Essex Financial Services
Connecticut
$434K – – –
DADC
40
D.A. Davidson & Co
Montana
$425K -$52.5K -3,546 -11%
AWM
41
Avior Wealth Management
Nebraska
$394K – – –
UCFA
42
United Capital Financial Advisors
Texas
$375K -$15 -1 -0%
PMG
43
ProVise Management Group
Florida
$367K +$10.5K +710 +3%
FNBTCON
44
First National Bank & Trust Co of Newtown
Pennsylvania
$356K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$349K +$15.9K +1,074 +5%
GT
46
Glenmede Trust
Pennsylvania
$335K – – –
WCM
47
WealthBridge Capital Management
Ohio
$313K -$11.4K -771 -4%
CAWM
48
Capital Advisors Wealth Management
Washington
$308K +$58.2K +3,927 +24%
SWA
49
Sightline Wealth Advisors
Connecticut
$295K +$2.21K +149 +0.8%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$284K – – –
1
2
3 4

NXP Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2024, worth a combined $123M — up 9.2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.31M. The largest seller was Raymond James & Associates, cutting an estimated $1.06M.

  • 90 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $123M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2024 was Guggenheim Capital, an estimated $3.31M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2024 was Raymond James & Associates, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2024.