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Nuveen Select Tax-Free Income Portfolio

96 hedge funds and large institutions have $118M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $117M → $118M (+$560K)

0.4% less ownership

Funds ownership: 17.82%17.42% (-0.4%)

2% less funds holding

Funds holding: 9896 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$627K -$763K -54,260 -56%
CAWM
27
Capital Advisors Wealth Management
Washington
$596K -$25.6K -1,817 -4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$500K -$2.95K -210 -0.6%
FAG
29
Fortitude Advisory Group
Washington
$460K
CIA
30
Concurrent Investment Advisors
Florida
$457K
PA
31
Pinnacle Associates
New York
$441K
S
32
Steadtrust
Texas
$434K
EFS
33
Essex Financial Services
Connecticut
$419K
BAM
34
Broyhill Asset Management
North Carolina
$373K -$192K -13,635 -35%
PMG
35
ProVise Management Group
Florida
$372K
BCG
36
Breakwater Capital Group
New Jersey
$371K +$47.2K +3,355 +15%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$367K +$49K +3,486 +16%
FNBTCON
38
First National Bank & Trust Co of Newtown
Pennsylvania
$341K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$338K -$47K -3,342 -13%
Stifel Financial
40
Stifel Financial
Missouri
$334K -$64.3K -4,571 -17%
GIM
41
Glenmede Investment Management
Pennsylvania
$321K
WIA
42
World Investment Advisors
California
$286K +$278K +19,786 New
BSTWA
43
Blake Schutter Theil Wealth Advisors
Ohio
$258K
AWM
44
Avior Wealth Management
Nebraska
$257K
AA
45
Ancora Advisors
Ohio
$252K -$3.5K -249 -1%
WCM
46
WealthBridge Capital Management
Ohio
$250K -$38.7K -2,753 -14%
PGF
47
Plan Group Financial
Oklahoma
$239K
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$236K -$70.3K -5,000 -24%
MWM
49
Mission Wealth Management
California
$235K +$228K +16,229 New
SWA
50
Sightline Wealth Advisors
Connecticut
$224K +$1.57K +112 +0.7%