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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

85 hedge funds and large institutions have $128M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$14.5M
2
GC
2
Guggenheim Capital
Illinois
$7.99M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.08M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.45M
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$316K

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.15M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$763K 50,356 – –
SWP
27
Stratos Wealth Partners
Ohio
$730K 48,207 +5,609 +13%
BCG
28
Breakwater Capital Group
New Jersey
$675K 44,563 +2,200 +5%
BRWA
29
B. Riley Wealth Advisors
Florida
$555K 36,604 +61 +0.2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$538K 35,529 +1,900 +6%
Stifel Financial
31
Stifel Financial
Missouri
$472K 31,182 -1,571 -5%
FAG
32
Fortitude Advisory Group
Washington
$471K 31,094 – –
PA
33
Pinnacle Associates
New York
$462K 30,501 – –
Osaic Holdings
34
Osaic Holdings
Arizona
$455K 30,036 +477 +2%
BSTWA
35
Blake Schutter Theil Wealth Advisors
Ohio
$440K 29,070 – –
EFS
36
Essex Financial Services
Connecticut
$439K 29,000 – –
DADC
37
D.A. Davidson & Co
Montana
$426K 28,118 +22 +0.1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$409K 27,026 +3,926 +17%
CAWM
39
Capital Advisors Wealth Management
Washington
$405K 26,756 +6,390 +31%
CIA
40
Concurrent Investment Advisors
Florida
$399K 26,351 +13,382 +103%
AWM
41
Avior Wealth Management
Nebraska
$395K 26,080 – –
UCFA
42
United Capital Financial Advisors
Texas
$376K 24,830 – –
PMG
43
ProVise Management Group
Florida
$368K 24,310 – –
FNBTCON
44
First National Bank & Trust Co of Newtown
Pennsylvania
$357K 23,550 – –
GT
45
Glenmede Trust
Pennsylvania
$336K 22,195 – –
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$316K 21,212 +21,212 New
WCM
47
WealthBridge Capital Management
Ohio
$304K 20,037 -689 -3%
SWA
48
Sightline Wealth Advisors
Connecticut
$298K 19,701 +198 +1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$285K 18,800 – –
AA
50
Ancora Advisors
Ohio
$280K 18,469 – –
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