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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $120M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
PFS
2
Prospera Financial Services
Texas
$2.75M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.32M
4
AAM
4
Advisors Asset Management
Colorado
$6.08M
5
VanEck Associates
5
VanEck Associates
New York
$3.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$476K
2
RIA
2
Realta Investment Advisors
Delaware
$296K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$244K
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
76
Horizon Bancorp
Indiana
$33K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
NS
78
NBC Securities
Alabama
$29K – – –
BFEC
79
Benjamin F. Edwards & Company
Missouri
$21K – – –
CFO
80
CVA Family Office
Colorado
$19K +$19K +1,285 New
PA
81
Parallel Advisors
California
$14.8K – – –
BEI
82
Benjamin Edwards Inc
Missouri
$13K – – –
FMP
83
Financial Management Professionals
Texas
$10K – – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
SA
85
SRH Advisors
Kansas
$7.54K – – –
TIM
86
Thompson Investment Management
Wisconsin
$5.54K – – –
GWM
87
Geneos Wealth Management
Colorado
$4.21K – – –
VF
88
VitalStone Financial
Texas
$3K – – –
CFB
89
Cullen/Frost Bankers
Texas
$44 -$79.1K -5,392 -100%
Cohen & Steers
90
Cohen & Steers
New York
– -$692K -52,000 Closed
FAIM
91
Financial Advocates Investment Management
Washington
– -$454K -34,115 Closed
DADC
92
D.A. Davidson & Co
Montana
– -$286K -21,494 Closed
FPAS
93
Focus Partners Advisor Solutions
Missouri
– -$206K -15,475 Closed
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
– -$180K -13,507 Closed
KAS
95
Kestra Advisory Services
Texas
– -$174K -13,092 Closed
HighTower Advisors
96
HighTower Advisors
Illinois
– -$156K -11,762 Closed
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
– -$91.2K -6,855 Closed
WAM
98
Wolverine Asset Management
Illinois
– -$37.9K -2,847 Closed
PTC
99
Private Trust Company
Ohio
– -$6.34K -477 Closed
FIA
100
FNY Investment Advisers
New York
– -$2K -200 Closed
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