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Nuveen Select Tax-Free Income Portfolio

103 hedge funds and large institutions have $118M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

7% more funds holding

Funds holding: 96103 (+7)

0.5% more ownership

Funds ownership: 17.42%17.92% (+0.5%)

0% more capital invested

Capital invested by funds: $118M → $118M (+$366K)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
26
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$223K +$227K +15,827 New
SWA
52
Sightline Wealth Advisors
Connecticut
$221K +$2.2K +153 +1%
AFG
53
Artesa Financial Group
Texas
$220K +$224K +15,600 New
KAS
54
Kestra Advisory Services
Texas
$215K +$3.23K +225 +1%
P
55
&Partners
Tennessee
$212K +$216K +15,016 New
FNBTCON
56
First National Bank & Trust Co of Newtown
Pennsylvania
$204K -$131K -9,100 -39%
GLR
57
Great Lakes Retirement
Ohio
$201K
VH
58
Visionary Horizons
Tennessee
$197K
WIM
59
WealthPlan Investment Management
Nebraska
$196K +$199K +13,874 New
HighTower Advisors
60
HighTower Advisors
Illinois
$180K +$8.26K +575 +5%
Cerity Partners
61
Cerity Partners
New York
$178K +$182K +12,640 New
RIA
62
Realta Investment Advisors
Delaware
$173K
DADC
63
D.A. Davidson & Co
Montana
$173K +$21.7K +1,510 +14%
MHB
64
Midwest Heritage Bank
Iowa
$169K +$5.32K +370 +3%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$163K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$163K +$19.6K +1,361 +13%
WDG
67
Wealth Dimensions Group
Ohio
$162K
Comerica Bank
68
Comerica Bank
Texas
$159K
FFA
69
Farther Finance Advisors
California
$148K -$57.5K -4,000 -28%
Citadel Advisors
70
Citadel Advisors
Florida
$145K +$148K +10,290 New
TWP
71
Tyche Wealth Partners
Texas
$144K
IWA
72
Icon Wealth Advisors
Texas
$142K +$2.13K +148 +1%
DI
73
Diligent Investors
California
$141K
HI
74
Harbour Investments
Wisconsin
$133K -$345 -24 -0.3%
FWA
75
Flagship Wealth Advisors
Massachusetts
$96.9K