NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

Overview Fund Activity

84 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.8M
2
UBS Group
2
UBS Group
Switzerland
$19M
3
Bank of America
3
Bank of America
North Carolina
$5.38M
4
SI
4
Stephens Inc
Arkansas
$5.61M
5
AAM
5
Advisors Asset Management
Colorado
$2.87M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$240K
2
GC
2
Guggenheim Capital
Illinois
$1.57M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Annex Advisory Services
Wisconsin
$214K 15,374 -1 -0%
BRWA
52
B. Riley Wealth Advisors
Florida
$194K 13,958 +13,958 New
Creative Planning
53
Creative Planning
Kansas
$189K 13,581 +2 +0%
HighTower Advisors
54
HighTower Advisors
Illinois
$177K 12,663 +500 +4%
PCIA
55
Prime Capital Investment Advisors
Kansas
$177K 12,718 +12,718 New
EFS
56
Essex Financial Services
Connecticut
$173K 12,500 +12,500 New
SWP
57
Stratos Wealth Partners
Ohio
$172K 12,331 – –
DDPIC
58
Deroy & Devereaux Private Investment Counsel
Michigan
$168K 12,066 – –
CAN
59
Cetera Advisor Networks
California
$162K 11,669 +11,669 New
WDG
60
Wealth Dimensions Group
Ohio
$160K 11,521 – –
OBWG
61
Onyx Bridge Wealth Group
New York
$160K 11,238 -3,000 -21%
AWM
62
AE Wealth Management
Kansas
$148K 10,639 +10,639 New
SP
63
Successful Portfolios
Florida
$147K 10,559 +10,559 New
HI
64
Harbour Investments
Wisconsin
$143K 10,276 -8,252 -45%
RBC
65
Romano Brothers & Co
Illinois
$101K 7,285 +7,285 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$99K 7,118 +7,118 New
CYG
67
Clean Yield Group
Vermont
$92.5K 6,653 +45 +0.7%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$82.3K 5,914 – –
SPIA
69
Steward Partners Investment Advisory
New York
$74.3K 5,343 +1,592 +42%
PB
70
Pinnacle Bancorp
Nebraska
$62K 4,491 – –
IA
71
IFP Advisors
Florida
$42K 2,959 -6,420 -68%
TCM
72
Tradewinds Capital Management
Washington
$33.3K 2,394 – –
CFB
73
Cullen/Frost Bankers
Texas
$22.7K 1,632 – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$20K 1,404 – –
CFO
75
CVA Family Office
Colorado
$17.9K 1,285 – –
1 2
3
4