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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

85 hedge funds and large institutions have $128M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$14.5M
2
GC
2
Guggenheim Capital
Illinois
$7.99M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.08M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.45M
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$316K

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.15M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
51
Visionary Horizons
Tennessee
$251K +$43.9K +2,895 +21%
AAS
52
Annex Advisory Services
Wisconsin
$233K – – –
NFG
53
Nations Financial Group
Iowa
$215K – – –
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$197K -$204K – –
RIA
55
Realta Investment Advisors
Delaware
$183K – – –
LF
56
Lantz Financial
Illinois
$182K -$73.1K -4,827 -29%
SA
57
Sanctuary Advisors
Indiana
$180K +$209 +14 +0.1%
DDPIC
58
Deroy & Devereaux Private Investment Counsel
Michigan
$176K – – –
WDG
59
Wealth Dimensions Group
Ohio
$175K – – –
MHB
60
Midwest Heritage Bank
Iowa
$171K +$2.35K +155 +1%
TWP
61
Tyche Wealth Partners
Texas
$154K – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$152K – – –
IWA
63
Icon Wealth Advisors
Texas
$146K +$1.99K +131 +1%
RIL
64
Rothschild Investment LLC
Illinois
$132K – – –
HI
65
Harbour Investments
Wisconsin
$121K -$33.1K -2,188 -22%
CYG
66
Clean Yield Group
Vermont
$101K – – –
MFT
67
Moisand Fitzgerald Tamayo
Florida
$89.6K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$81.8K -$27.3K -1,800 -25%
PB
69
Pinnacle Bancorp
Nebraska
$68K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$51.1K +$25.8K +1,703 +102%
FWA
71
Flagship Wealth Advisors
Massachusetts
$47.3K +$47.3K +3,125 New
TCM
72
Tradewinds Capital Management
Washington
$36.3K – – –
GRP
73
Global Retirement Partners
California
$27.5K +$27.5K +1,815 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CFO
75
CVA Family Office
Colorado
$19.5K – – –
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3
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