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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

87 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.5M
2
1CP
2
1607 Capital Partners
Virginia
$11.8M
3
SI
3
Stephens Inc
Arkansas
$979K
4
TIM
4
Tortoise Investment Management
New York
$4.09M
5
LP
5
Lloyd Park
Illinois
$483K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.94M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.52M
4
VanEck Associates
4
VanEck Associates
New York
$2.32M
5
GC
5
Guggenheim Capital
Illinois
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Sightline Wealth Advisors
Connecticut
$219K +$1.4K +102 +0.6%
MHB
52
Midwest Heritage Bank
Iowa
$217K – – –
Creative Planning
53
Creative Planning
Kansas
$213K +$31.3K +2,292 +17%
PAG
54
Private Advisor Group
New Jersey
$209K -$258K -18,838 -55%
SWP
55
Stratos Wealth Partners
Ohio
$201K +$671 +49 +0.3%
Truist Financial
56
Truist Financial
North Carolina
$200K -$689K -50,304 -78%
HWA
57
HHM Wealth Advisors
Tennessee
$197K – – –
LCM
58
Landscape Capital Management
New Jersey
$194K -$7.48K -546 -4%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$176K +$8.5K +621 +5%
OBWG
60
Onyx Bridge Wealth Group
New York
$173K – – –
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$165K – – –
WDG
62
Wealth Dimensions Group
Ohio
$158K – – –
SP
63
Successful Portfolios
Florida
$145K -$11.5K -840 -7%
IA
64
IFP Advisors
Florida
$132K – – –
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$97K +$97K +7,118 New
CYG
66
Clean Yield Group
Vermont
$90K +$866 +63 +1%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$81K +$81K +5,914 New
PB
68
Pinnacle Bancorp
Nebraska
$61K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$60K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$53K -$160K -11,600 -75%
FEG
71
Financial Enhancement Group
Indiana
$53K – – –
AIP
72
Ahrens Investment Partners
Louisiana
$53K +$497 +36 +0.9%
SWM
73
SeaCrest Wealth Management
New York
$44K +$44K +3,230 New
TCM
74
Tradewinds Capital Management
Washington
$33K – – –
PFS
75
Prospera Financial Services
Texas
$33K +$69 +5 +0.2%
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3
4