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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

92 hedge funds and large institutions have $112M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$3.55M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$660K
3
KAS
Kestra Advisory Services
Texas
$429K
4
BCG
Breakwater Capital Group
New Jersey
$561K
5
Ameriprise
Ameriprise
Minnesota
$1.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.77M
2
UBS Group
UBS Group
Switzerland
$21.6M
3
AAM
Advisors Asset Management
Colorado
$4.69M
4
Osaic Holdings
Osaic Holdings
Arizona
$442K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$268K – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$261K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$249K +$249K +17,209 New
LF
54
Lantz Financial
Illinois
$244K – – –
CAWM
55
Capital Advisors Wealth Management
Washington
$238K +$86.6K +5,979 +57%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$224K -$224K – –
AAS
57
Annex Advisory Services
Wisconsin
$223K – – –
NFG
58
Nations Financial Group
Iowa
$208K +$10.1K +700 +5%
VH
59
Visionary Horizons
Tennessee
$198K – – –
CIA
60
Concurrent Investment Advisors
Florida
$188K +$188K +12,969 New
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$168K – – –
WDG
62
Wealth Dimensions Group
Ohio
$167K – – –
SA
63
Sanctuary Advisors
Indiana
$161K +$161K +11,482 New
MHB
64
Midwest Heritage Bank
Iowa
$160K -$73.6K -5,076 -32%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$149K +$493 +34 +0.3%
HI
66
Harbour Investments
Wisconsin
$148K – – –
TWP
67
Tyche Wealth Partners
Texas
$148K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$145K -$38.9K -2,688 -21%
SPIA
69
Steward Partners Investment Advisory
New York
$129K +$290 +20 +0.2%
RIL
70
Rothschild Investment LLC
Illinois
$126K – – –
CYG
71
Clean Yield Group
Vermont
$96.4K – – –
MFT
72
Moisand Fitzgerald Tamayo
Florida
$85.7K – – –
LIA
73
Lynx Investment Advisory
District of Columbia
$84.7K +$84.7K +5,845 New
IAIM
74
International Assets Investment Management
Florida
$77.4K +$77.4K +5,338 New
WAM
75
Wolverine Asset Management
Illinois
$76.9K +$12.3K +848 +19%
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