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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

91 hedge funds and large institutions have $113M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.87M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.88M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.98M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
DADC
5
D.A. Davidson & Co
Montana
$342K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.92M
2
VanEck Associates
2
VanEck Associates
New York
$3.03M
3
AAM
3
Advisors Asset Management
Colorado
$5.4M
4
VAM
4
Verity Asset Management
North Carolina
$0
5
Wells Fargo
5
Wells Fargo
California
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$29K 2,013 – –
NS
77
NBC Securities
Alabama
$28K 1,995 – –
OP
78
ORG Partners
Indiana
$23.3K 1,617 +1,617 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$20K 1,404 – –
CFO
80
CVA Family Office
Colorado
$18.6K 1,285 – –
PA
81
Parallel Advisors
California
$14.4K 1,000 – –
BEI
82
Benjamin Edwards Inc
Missouri
$12K 850 – –
FMP
83
Financial Management Professionals
Texas
$10K 666 – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$7.94K 550 – –
SA
85
SRH Advisors
Kansas
$7.36K 510 – –
TIM
86
Thompson Investment Management
Wisconsin
$5.42K 375 – –
GWM
87
Geneos Wealth Management
Colorado
$4.12K 285 – –
TC
88
Trust Company
Kansas
$3.68K 255 +255 New
NA
89
NewEdge Advisors
Louisiana
$3.49K 242 +242 New
TRCT
90
Tower Research Capital (TRC)
New York
$2.33K 161 +161 New
CFB
91
Cullen/Frost Bankers
Texas
$43 3 – –
FIA
92
FNY Investment Advisers
New York
$2 200 +200 New
SCA
93
Southern Capital Advisors
Tennessee
– – -16,014 Closed
First Trust Advisors
94
First Trust Advisors
Illinois
– – -14,486 Closed
CWM
95
Collaborative Wealth Management
Florida
– – -11,561 Closed
SFWA
96
Summit Financial Wealth Advisors
Louisiana
– – -11,492 Closed
Creative Planning
97
Creative Planning
Kansas
– – -10,520 Closed
MSWM
98
McGlone Suttner Wealth Management
Wisconsin
– – -5,273 Closed
ASN
99
Advisory Services Network
Georgia
– – -3,000 Closed
VAM
100
Verity Asset Management
North Carolina
– – -1,947 Closed
1 2 3
4
5