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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.65M
2
UBS Group
2
UBS Group
Switzerland
$21.4M
3
LPL Financial
3
LPL Financial
California
$1.84M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.74M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$224K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.72M
2
GC
2
Guggenheim Capital
Illinois
$461K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$223K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +1,554 New
BFEC
77
Benjamin F. Edwards & Company
Missouri
$20K – – –
CFO
78
CVA Family Office
Colorado
$18.5K – – –
PA
79
Parallel Advisors
California
$14.4K – – –
BEI
80
Benjamin Edwards Inc
Missouri
$12K – – –
OP
81
ORG Partners
Indiana
$12K +$12K +829 New
FMP
82
Financial Management Professionals
Texas
$10K – – –
SA
83
SRH Advisors
Kansas
$7.3K – – –
BTI
84
Blue Trust Inc
Georgia
$7K +$7K +456 New
PTC
85
Private Trust Company
Ohio
$6.87K +$6.87K +477 New
TIM
86
Thompson Investment Management
Wisconsin
$5.4K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.28K +$43 +3 +1%
GWM
88
Geneos Wealth Management
Colorado
$4.11K – – –
VF
89
VitalStone Financial
Texas
$3K – – –
FIA
90
FNY Investment Advisers
New York
$2K – – –
Baird Financial Group
91
Baird Financial Group
Wisconsin
– -$211K -14,712 Closed
Creative Planning
92
Creative Planning
Kansas
– -$194K -13,584 Closed
SP
93
Successful Portfolios
Florida
– -$147K -10,253 Closed
AAS
94
Ameritas Advisory Services
Nebraska
– -$12K -838 Closed
PMFA
95
Plante Moran Financial Advisors
Michigan
– -$6.96K -486 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– -$3K -184 Closed
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