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Nuveen Select Tax-Free Income Portfolio

91 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$747K -$5.59K -389 -0.7%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$719K -$4.76K -331 -0.7%
SWP
28
Stratos Wealth Partners
Ohio
$575K -$118K -8,227 -17%
BSTWA
29
Blake Schutter Theil Wealth Advisors
Ohio
$572K +$154K +10,738 +37%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$522K +$11.8K +825 +2%
CAWM
31
Capital Advisors Wealth Management
Washington
$512K +$127K +8,845 +33%
Osaic Holdings
32
Osaic Holdings
Arizona
$456K +$24K +1,672 +6%
Stifel Financial
33
Stifel Financial
Missouri
$449K +$517 +36 +0.1%
PA
34
Pinnacle Associates
New York
$438K
FAG
35
Fortitude Advisory Group
Washington
$438K +$10.1K +732 +2%
EFS
36
Essex Financial Services
Connecticut
$417K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$404K +$16.1K +1,120 +4%
CIA
38
Concurrent Investment Advisors
Florida
$389K +$10.1K +700 +3%
AWM
39
Avior Wealth Management
Nebraska
$375K
PMG
40
ProVise Management Group
Florida
$362K +$12.9K +900 +4%
FNBTCON
41
First National Bank & Trust Co of Newtown
Pennsylvania
$338K
GT
42
Glenmede Trust
Pennsylvania
$319K
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$305K
WCM
44
WealthBridge Capital Management
Ohio
$288K +$201 +14 +0.1%
SWA
45
Sightline Wealth Advisors
Connecticut
$285K +$1.45K +101 +0.5%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$270K
AA
47
Ancora Advisors
Ohio
$259K -$5.94K -413 -2%
VH
48
Visionary Horizons
Tennessee
$238K
AAS
49
Annex Advisory Services
Wisconsin
$221K
DADC
50
D.A. Davidson & Co
Montana
$189K -$215K -14,990 -53%