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Nuveen Select Tax-Free Income Portfolio
NXP

90 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, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.3M)

0.97% more ownership

Funds ownership: 16.51% → 17.48% (+0.97%)

3% less funds holding

Funds holding: 93 → 90 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% 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
26
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$3.31M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.13M
3
IAIM
International Assets Investment Management
Florida
+$1.12M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$710K
5
PCMC
Private Capital Management (Colorado)
Colorado
+$682K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.06M
2
AAM
Advisors Asset Management
Colorado
-$1.06M
3
LCM
Landscape Capital Management
New Jersey
-$367K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$249K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Ancora Advisors
Ohio
$279K – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$271K – – –
LF
53
Lantz Financial
Illinois
$255K – – –
AAS
54
Annex Advisory Services
Wisconsin
$232K – – –
NFG
55
Nations Financial Group
Iowa
$214K -$2.5K -169 -1%
VH
56
Visionary Horizons
Tennessee
$207K – – –
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$204K – – –
CIA
58
Concurrent Investment Advisors
Florida
$196K – – –
RIA
59
Realta Investment Advisors
Delaware
$184K -$115K -7,759 -39%
SA
60
Sanctuary Advisors
Indiana
$175K +$8.36K +564 +5%
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$175K – – –
WDG
62
Wealth Dimensions Group
Ohio
$174K – – –
MHB
63
Midwest Heritage Bank
Iowa
$168K +$1.73K +117 +1%
TWP
64
Tyche Wealth Partners
Texas
$154K – – –
HI
65
Harbour Investments
Wisconsin
$153K -$1.38K -93 -0.9%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$151K – – –
IWA
67
Icon Wealth Advisors
Texas
$144K +$141K +9,503 New
RIL
68
Rothschild Investment LLC
Illinois
$132K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$109K -$24.8K -1,672 -19%
CYG
70
Clean Yield Group
Vermont
$101K – – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$89.4K – – –
PB
72
Pinnacle Bancorp
Nebraska
$67.9K – – –
TCM
73
Tradewinds Capital Management
Washington
$36.2K – – –
JIP
74
Jaffetilchin Investment Partners
Florida
$34.4K +$33.7K +2,275 New
NS
75
NBC Securities
Alabama
$30K – – –
1 2
3
4

NXP Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2024, worth a combined $123M — up 9.2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.31M. The largest seller was Raymond James & Associates, cutting an estimated $1.06M.

  • 90 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $123M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2024 was Guggenheim Capital, an estimated $3.31M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2024 was Raymond James & Associates, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2024.