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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.34M
3
VanEck Associates
3
VanEck Associates
New York
$2.98M
4
Comerica Bank
4
Comerica Bank
Texas
$604K
5
SI
5
Stephens Inc
Arkansas
$6.17M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$1.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.99M
4
Bank of America
4
Bank of America
North Carolina
$7.68M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
51
Focus Partners Advisor Solutions
Missouri
$206K +$206K +15,475 New
AAS
52
Annex Advisory Services
Wisconsin
$204K -$3.09K -232 -1%
NFG
53
Nations Financial Group
Iowa
$181K +$41.5K +3,119 +30%
HI
54
Harbour Investments
Wisconsin
$181K +$8.54K +642 +5%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$180K +$180K +13,507 New
KAS
56
Kestra Advisory Services
Texas
$174K +$174K +13,092 New
BCG
57
Breakwater Capital Group
New Jersey
$168K +$168K +12,638 New
EFS
58
Essex Financial Services
Connecticut
$166K – – –
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$157K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$156K -$64.8K -4,885 -29%
CAN
61
Cetera Advisor Networks
California
$155K – – –
DDPIC
62
Deroy & Devereaux Private Investment Counsel
Michigan
$154K – – –
CWM
63
Collaborative Wealth Management
Florida
$154K – – –
WDG
64
Wealth Dimensions Group
Ohio
$153K – – –
BRWA
65
B. Riley Wealth Advisors
Florida
$142K +$561 +42 +0.4%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$133K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$126K +$122K +9,150 +3,081%
SPIA
68
Steward Partners Investment Advisory
New York
$118K -$10.1K -763 -8%
CYG
69
Clean Yield Group
Vermont
$91.5K – – –
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$91.2K – – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$78.7K – – –
CFB
72
Cullen/Frost Bankers
Texas
$71.8K – – –
PB
73
Pinnacle Bancorp
Nebraska
$59.7K – – –
WAM
74
Wolverine Asset Management
Illinois
$37.9K +$37.9K +2,847 New
TCM
75
Tradewinds Capital Management
Washington
$31.8K – – –
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3
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