NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

Overview Fund Activity

89 hedge funds and large institutions have $123M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.07M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.4M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$696K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.72M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.06M
2
AAM
2
Advisors Asset Management
Colorado
$3.81M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$279K 18,469 – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$271K 17,938 – –
LF
53
Lantz Financial
Illinois
$255K 16,867 – –
AAS
54
Annex Advisory Services
Wisconsin
$232K 15,375 – –
NFG
55
Nations Financial Group
Iowa
$214K 14,171 -169 -1%
VH
56
Visionary Horizons
Tennessee
$207K 13,675 – –
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
– – – –
CIA
58
Concurrent Investment Advisors
Florida
$196K 12,969 – –
RIA
59
Realta Investment Advisors
Delaware
$184K 12,250 -7,759 -39%
SA
60
Sanctuary Advisors
Indiana
$175K 12,046 +564 +5%
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$175K 11,591 – –
WDG
62
Wealth Dimensions Group
Ohio
$174K 11,521 – –
MHB
63
Midwest Heritage Bank
Iowa
$168K 11,127 +117 +1%
TWP
64
Tyche Wealth Partners
Texas
$154K 10,196 – –
HI
65
Harbour Investments
Wisconsin
$153K 10,147 -93 -0.9%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$151K 10,000 – –
IWA
67
Icon Wealth Advisors
Texas
$144K 9,503 +9,503 New
RIL
68
Rothschild Investment LLC
Illinois
$132K 8,718 – –
SPIA
69
Steward Partners Investment Advisory
New York
$109K 7,201 -1,672 -19%
CYG
70
Clean Yield Group
Vermont
$101K 6,653 – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$89.4K 5,914 – –
PB
72
Pinnacle Bancorp
Nebraska
$67.9K 4,491 – –
TCM
73
Tradewinds Capital Management
Washington
$36.2K 2,394 – –
JIP
74
Jaffetilchin Investment Partners
Florida
$34.4K 2,275 +2,275 New
NS
75
NBC Securities
Alabama
$30K 1,995 – –
1 2
3
4