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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $120M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
PFS
2
Prospera Financial Services
Texas
$2.75M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.32M
4
AAM
4
Advisors Asset Management
Colorado
$6.08M
5
VanEck Associates
5
VanEck Associates
New York
$3.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$476K
2
RIA
2
Realta Investment Advisors
Delaware
$296K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$244K
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Annex Advisory Services
Wisconsin
$227K – – –
VH
52
Visionary Horizons
Tennessee
$221K +$221K +14,945 New
BCG
53
Breakwater Capital Group
New Jersey
$217K +$33.1K +2,281 +18%
First Trust Advisors
54
First Trust Advisors
Illinois
$214K -$127K -8,580 -37%
NFG
55
Nations Financial Group
Iowa
$202K – – –
EFS
56
Essex Financial Services
Connecticut
$185K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$176K +$18.5K +1,252 +12%
DDPIC
58
Deroy & Devereaux Private Investment Counsel
Michigan
$171K – – –
CWM
59
Collaborative Wealth Management
Florida
$171K – – –
WDG
60
Wealth Dimensions Group
Ohio
$170K – – –
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$170K – – –
CAN
62
Cetera Advisor Networks
California
$156K -$16.3K -1,100 -9%
Creative Planning
63
Creative Planning
Kansas
$155K +$155K +10,520 New
TWP
64
Tyche Wealth Partners
Texas
$151K +$151K +10,196 New
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$148K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$131K -$192 -13 -0.1%
RIL
67
Rothschild Investment LLC
Illinois
$129K +$129K +8,718 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$112K -$28.1K -1,900 -20%
HI
69
Harbour Investments
Wisconsin
$99.4K -$102K -6,909 -51%
CYG
70
Clean Yield Group
Vermont
$98.3K – – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$87.4K – – –
MSWM
72
McGlone Suttner Wealth Management
Wisconsin
$77.9K +$77.9K +5,273 New
PB
73
Pinnacle Bancorp
Nebraska
$66.4K – – –
ASN
74
Advisory Services Network
Georgia
$44.3K +$44.3K +3,000 New
TCM
75
Tradewinds Capital Management
Washington
$35.4K – – –
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