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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$7.33M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$389K
3
IWA
3
IVC Wealth Advisors
Pennsylvania
$0
4
AFS
4
Access Financial Services
Minnesota
$2.05M
5
WTC
5
WhitTier Trust Company
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$61K +$4.65K +290 +8%
CCM
77
Covington Capital Management
California
$49K +$45.8K +2,856 +1,428%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$41K +$41K +2,546 New
TCM
79
Tradewinds Capital Management
Washington
$38K +$38K +2,394 New
HPC
80
HM Payson & Co
Maine
$32K – – –
CA
81
CoreCap Advisors
Michigan
$32K +$32K +2,000 New
FHA
82
First Horizon Advisors
Tennessee
$31K +$31K +1,983 New
BWL
83
Bogart Wealth LLC
Virginia
$28K +$28K +1,742 New
EWA
84
EverSource Wealth Advisors
Alabama
$27K +$27K +1,678 New
BEI
85
Benjamin Edwards Inc
Missouri
$26K +$26K +1,618 New
CFB
86
Cullen/Frost Bankers
Texas
$26K +$26K +1,632 New
CFO
87
CVA Family Office
Colorado
$21K +$21K +1,285 New
FMP
88
Financial Management Professionals
Texas
$11K +$11K +666 New
CFGS
89
Concourse Financial Group Securities
Alabama
$10K +$10K +647 New
CT
90
Cambridge Trust
Massachusetts
$8K +$8K +496 New
GWM
91
Geneos Wealth Management
Colorado
$4K +$4K +285 New
RFA
92
Reilly Financial Advisors
California
$3K +$3K +190 New
KAS
93
Kestra Advisory Services
Texas
– -$908K -52,217 Closed
WTC
94
WhitTier Trust Company
Nevada
– -$61K -3,499 Closed
JCM
95
Jacobi Capital Management
Pennsylvania
– -$60K -3,477 Closed
AF
96
Advisornet Financial
Minnesota
– -$51K -2,956 Closed
IWA
97
IVC Wealth Advisors
Pennsylvania
– -$78K – –
1 2 3
4