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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

85 hedge funds and large institutions have $128M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$14.5M
2
GC
2
Guggenheim Capital
Illinois
$7.99M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.08M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.45M
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$316K

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.15M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
76
ORG Partners
Indiana
$12.6K – – –
OWP
77
ORG Wealth Partners
Texas
$11.9K – – –
FMP
78
Financial Management Professionals
Texas
$10.1K – – –
PWA
79
Provenance Wealth Advisors
Florida
$9.12K – – –
SA
80
SRH Advisors
Kansas
$7.73K – – –
TIM
81
Thompson Investment Management
Wisconsin
$5.68K – – –
CSB
82
City State Bank
Iowa
$5.36K +$5.36K +354 New
PA
83
Parallel Advisors
California
$5.06K -$10.1K -666 -67%
GWM
84
Geneos Wealth Management
Colorado
$4.32K – – –
TC
85
Trust Company
Kansas
$3.86K – – –
NS
86
NBC Securities
Alabama
$30 -$59.8K -1,994 -100%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$15 +$15 +1 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
– -$1.91M -126,520 Closed
IAIM
89
International Assets Investment Management
Florida
– -$5.38K -81,258 Closed
PCMC
90
Private Capital Management (Colorado)
Colorado
– -$696K -46,029 Closed
KAS
91
Kestra Advisory Services
Texas
– -$447K -29,593 Closed
Corient Private Wealth
92
Corient Private Wealth
Florida
– -$271K -17,938 Closed
JIP
93
Jaffetilchin Investment Partners
Florida
– -$34.4K -2,275 Closed
FIA
94
FNY Investment Advisers
New York
– -$3K -200 Closed
SC
95
Swan Capital
Florida
– -$1.52K -100 Closed
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