NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

Overview Fund Activity

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$7.33M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$389K
3
IWA
3
IVC Wealth Advisors
Pennsylvania
$0
4
AFS
4
Access Financial Services
Minnesota
$2.05M
5
WTC
5
WhitTier Trust Company
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
51
Tortoise Investment Management
New York
$275K +$275K +17,220 New
Stifel Financial
52
Stifel Financial
Missouri
$272K +$272K +16,992 New
WWM
53
Windsor Wealth Management
Indiana
$254K – – –
MHB
54
Midwest Heritage Bank
Iowa
$254K +$254K +15,865 New
Jane Street
55
Jane Street
New York
$252K +$252K +15,794 New
LF
56
Lantz Financial
Illinois
$248K +$248K +15,505 New
SPIA
57
Steward Partners Investment Advisory
New York
$242K – – –
HWA
58
HHM Wealth Advisors
Tennessee
$230K +$145K +9,085 +171%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$229K +$229K +14,324 New
SWM
60
Spire Wealth Management
Virginia
$214K +$105K +6,582 +97%
Creative Planning
61
Creative Planning
Kansas
$212K +$212K +13,284 New
OBWG
62
Onyx Bridge Wealth Group
New York
$198K +$198K +12,488 New
DDPIC
63
Deroy & Devereaux Private Investment Counsel
Michigan
$193K +$193K +12,066 New
SP
64
Successful Portfolios
Florida
$185K +$185K +11,600 New
WDG
65
Wealth Dimensions Group
Ohio
$184K +$184K +11,521 New
BF
66
BOK Financial
Oklahoma
$174K +$174K +10,900 New
AA
67
Ancora Advisors
Ohio
$171K +$145K +9,071 +547%
EH
68
Equitable Holdings
New York
$170K -$9.88K -617 -5%
AIP
69
Ahrens Investment Partners
Louisiana
$158K +$158K +9,901 New
1CP
70
1607 Capital Partners
Virginia
$155K +$155K +9,700 New
CYG
71
Clean Yield Group
Vermont
$103K +$834 +52 +0.8%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$95K +$95K +5,914 New
PB
73
Pinnacle Bancorp
Nebraska
$72K +$72K +4,491 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$70K +$30.9K +1,948 +79%
FEG
75
Financial Enhancement Group
Indiana
$62K +$15.4K +962 +33%
1 2
3
4