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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

91 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.05M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$15.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.07M
4
LPL Financial
4
LPL Financial
California
$1.97M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.2M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.86M
2
UBS Group
2
UBS Group
Switzerland
$20.9M
3
Wells Fargo
3
Wells Fargo
California
$6.34M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$909K
5
Raymond James Financial
5
Raymond James Financial
Florida
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
76
Opal Wealth Advisors
New York
$36.9K +$36.9K +2,570 New
TCM
77
Tradewinds Capital Management
Washington
$34.4K – – –
NS
78
NBC Securities
Alabama
$28K +$28K +1,994 +199,400%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
IA
80
IFP Advisors
Florida
$21.5K +$21.5K +1,496 New
CFO
81
CVA Family Office
Colorado
$18.5K – – –
GWM
82
Geneos Wealth Management
Colorado
$16.4K +$12.3K +855 +300%
FFA
83
Farther Finance Advisors
California
$14K +$14K +970 New
OP
84
ORG Partners
Indiana
$11.9K – – –
OWP
85
ORG Wealth Partners
Texas
$11.3K – – –
FMP
86
Financial Management Professionals
Texas
$9.57K – – –
SA
87
SRH Advisors
Kansas
$7.33K – – –
TIM
88
Thompson Investment Management
Wisconsin
$5.39K – – –
CSB
89
City State Bank
Iowa
$5.09K – – –
PA
90
Parallel Advisors
California
$4.8K – – –
TC
91
Trust Company
Kansas
$3.66K – – –
FIA
92
FNY Investment Advisers
New York
$2K +$2K +200 New
BIG
93
Brooklyn Investment Group
New York
$144 +$144 +10 New
UCFA
94
United Capital Financial Advisors
Texas
– -$376K -24,830 Closed
PWA
95
Provenance Wealth Advisors
Florida
– -$9.12K -602 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– -$15 -1 Closed
1 2 3
4