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Nuveen Select Tax-Free Income Portfolio

96 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
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
SWP
26
Stratos Wealth Partners
Ohio
$583K
BAM
27
Broyhill Asset Management
North Carolina
$554K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$489K
FAG
29
Fortitude Advisory Group
Washington
$447K
Osaic Holdings
30
Osaic Holdings
Arizona
$446K
CIA
31
Concurrent Investment Advisors
Florida
$444K
PA
32
Pinnacle Associates
New York
$429K
EFS
33
Essex Financial Services
Connecticut
$407K
BBHC
34
Brown Brothers Harriman & Co
New York
$395K
Stifel Financial
35
Stifel Financial
Missouri
$389K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$375K
PMG
37
ProVise Management Group
Florida
$361K
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$346K
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$331K
BCG
40
Breakwater Capital Group
New Jersey
$313K
GIM
41
Glenmede Investment Management
Pennsylvania
$312K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$308K
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$298K
WCM
44
WealthBridge Capital Management
Ohio
$282K
BSTWA
45
Blake Schutter Theil Wealth Advisors
Ohio
$251K
AWM
46
Avior Wealth Management
Nebraska
$250K
AA
47
Ancora Advisors
Ohio
$248K
PGF
48
Plan Group Financial
Oklahoma
$232K
VH
49
Visionary Horizons
Tennessee
$218K
SWA
50
Sightline Wealth Advisors
Connecticut
$216K