NXP icon

Nuveen Select Tax-Free Income Portfolio

88 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HB
76
Horizon Bancorp
Indiana
$30K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$27K +$6.16K +459 +30%
NS
78
NBC Securities
Alabama
$26K +$26K +1,995 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$19K
PA
80
Parallel Advisors
California
$13.3K
BEI
81
Benjamin Edwards Inc
Missouri
$11K
FMP
82
Financial Management Professionals
Texas
$9K
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$7.32K +$7.32K +550 New
SA
84
SRH Advisors
Kansas
$6.78K
PTC
85
Private Trust Company
Ohio
$6.34K
TIM
86
Thompson Investment Management
Wisconsin
$4.99K
GWM
87
Geneos Wealth Management
Colorado
$3.79K
VF
88
VitalStone Financial
Texas
$3K
FIA
89
FNY Investment Advisers
New York
$2K
1CP
90
1607 Capital Partners
Virginia
-$1.72M -119,075 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
-$224K -15,454 Closed
PAG
92
Private Advisor Group
New Jersey
-$208K -14,462 Closed
AWM
93
AE Wealth Management
Kansas
-$153K -10,644 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$145K -10,058 Closed
SS
95
Sunbelt Securities
Texas
-$57.6K -4,000 Closed
DI
96
Disciplined Investments
Oklahoma
-$53.6K -3,718 Closed
CFO
97
CVA Family Office
Colorado
-$18.5K -1,285 Closed
OP
98
ORG Partners
Indiana
-$12K -829 Closed
BTI
99
Blue Trust Inc
Georgia
-$7K -456 Closed