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Nuveen Select Tax-Free Income Portfolio

103 hedge funds and large institutions have $118M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

7% more funds holding

Funds holding: 96103 (+7)

0.5% more ownership

Funds ownership: 17.42%17.92% (+0.5%)

0% more capital invested

Capital invested by funds: $118M → $118M (+$366K)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
26
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
26
Capital Advisors Wealth Management
Washington
$586K +$5.22K +363 +0.9%
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$568K -$95K -6,609 -14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$483K -$5.16K -359 -1%
SWM
29
Stronghold Wealth Management
Florida
$463K +$472K +32,858 New
FAG
30
Fortitude Advisory Group
Washington
$449K
CIA
31
Concurrent Investment Advisors
Florida
$445K
O3W
32
Omni 360 Wealth
New Jersey
$441K +$446K +31,018 New
WAM
33
Wolverine Asset Management
Illinois
$436K +$444K +30,927 New
PA
34
Pinnacle Associates
New York
$430K -$14 -1 -0%
S
35
Steadtrust
Texas
$423K
EFS
36
Essex Financial Services
Connecticut
$409K
PMG
37
ProVise Management Group
Florida
$403K +$41K +2,850 +11%
TPW
38
Tiller Private Wealth
Pennsylvania
$398K +$210K +14,625 +108%
BCG
39
Breakwater Capital Group
New Jersey
$369K +$7.92K +551 +2%
Stifel Financial
40
Stifel Financial
Missouri
$342K +$16.8K +1,171 +5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$323K -$35.4K -2,461 -10%
GT
42
Glenmede Trust
Pennsylvania
$313K +$319K +22,195 New
WIA
43
World Investment Advisors
California
$279K +$144 +10 +0.1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$270K -$60.5K -4,213 -18%
BSTWA
45
Blake Schutter Theil Wealth Advisors
Ohio
$252K
WCM
46
WealthBridge Capital Management
Ohio
$245K +$417 +29 +0.2%
PGF
47
Plan Group Financial
Oklahoma
$233K
AA
48
Ancora Advisors
Ohio
$233K -$13.1K -912 -5%
AWM
49
Avior Wealth Management
Nebraska
$231K -$20.3K -1,412 -8%
MA
50
Mutual Advisors
Nebraska
$225K +$230K +15,993 New