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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

89 hedge funds and large institutions have $123M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.07M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.4M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$696K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.72M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.06M
2
AAM
2
Advisors Asset Management
Colorado
$3.81M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$2.81K -186 -10%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
CFO
78
CVA Family Office
Colorado
$19.4K – – –
PA
79
Parallel Advisors
California
$15.1K – – –
OP
80
ORG Partners
Indiana
$12.5K -$11.9K -788 -49%
OWP
81
ORG Wealth Partners
Texas
$11.9K +$11.9K +788 New
FMP
82
Financial Management Professionals
Texas
$10K – – –
PWA
83
Provenance Wealth Advisors
Florida
$9.1K +$9.1K +602 New
SA
84
SRH Advisors
Kansas
$7.71K – – –
TIM
85
Thompson Investment Management
Wisconsin
$5.67K – – –
IAIM
86
International Assets Investment Management
Florida
$5.38K +$5.03K +75,920 +1,422%
GWM
87
Geneos Wealth Management
Colorado
$4.31K – – –
TC
88
Trust Company
Kansas
$3.85K – – –
FIA
89
FNY Investment Advisers
New York
$3K +$3K +200 New
SC
90
Swan Capital
Florida
$1.52K +$1.52K +100 New
LCM
91
Landscape Capital Management
New Jersey
– -$367K -25,314 Closed
Bank of New York Mellon
92
Bank of New York Mellon
New York
– -$249K -17,209 Closed
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
– -$149K -10,307 Closed
LIA
94
Lynx Investment Advisory
District of Columbia
– -$84.7K -5,845 Closed
WAM
95
Wolverine Asset Management
Illinois
– -$76.9K -5,305 Closed
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
– -$41.5K -2,856 Closed
CFB
97
Cullen/Frost Bankers
Texas
– -$20.3K -1,400 Closed
BEI
98
Benjamin Edwards Inc
Missouri
– -$12K -850 Closed
NA
99
NewEdge Advisors
Louisiana
– -$3.54K -244 Closed
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