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Nuveen Select Tax-Free Income Portfolio

95 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, 18 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$627K
CAWM
27
Capital Advisors Wealth Management
Washington
$596K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$500K
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
PMG
35
ProVise Management Group
Florida
$372K
BCG
36
Breakwater Capital Group
New Jersey
$371K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$367K
FNBTCON
38
First National Bank & Trust Co of Newtown
Pennsylvania
$341K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$338K
Stifel Financial
40
Stifel Financial
Missouri
$334K
GIM
41
Glenmede Investment Management
Pennsylvania
$321K
WIA
42
World Investment Advisors
California
$286K
BSTWA
43
Blake Schutter Theil Wealth Advisors
Ohio
$258K
AWM
44
Avior Wealth Management
Nebraska
$257K
AA
45
Ancora Advisors
Ohio
$252K
WCM
46
WealthBridge Capital Management
Ohio
$250K
PGF
47
Plan Group Financial
Oklahoma
$239K
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$236K
MWM
49
Mission Wealth Management
California
$235K
SWA
50
Sightline Wealth Advisors
Connecticut
$224K