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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

95 hedge funds and large institutions have $116M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.6M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$395K
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$346K
4
PGF
4
Plan Group Financial
Oklahoma
$232K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$190K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$0
3
AFS
3
Access Financial Services
Minnesota
$828K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$14.3M
5
AAM
5
Advisors Asset Management
Colorado
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$59.9K -$16.2K -1,152 -21%
AAS
77
Ameritas Advisory Services
Nebraska
$56.5K +$56.5K +4,020 New
SIS
78
Sound Income Strategies
Florida
$46.6K +$46.6K +3,316 New
OWA
79
Opal Wealth Advisors
New York
$36.1K – – –
TCM
80
Tradewinds Capital Management
Washington
$33.6K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$25K -$17.7K -1,260 -41%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
IA
83
IFP Advisors
Florida
$21K – – –
CFO
84
CVA Family Office
Colorado
$18.1K – – –
GWM
85
Geneos Wealth Management
Colorado
$12K -$4K -285 -25%
OP
86
ORG Partners
Indiana
$11.7K – – –
OWP
87
ORG Wealth Partners
Texas
$11.1K – – –
FMP
88
Financial Management Professionals
Texas
$9.39K – – –
SA
89
SRH Advisors
Kansas
$7.17K – – –
TIM
90
Thompson Investment Management
Wisconsin
$5.27K – – –
CSB
91
City State Bank
Iowa
$4.97K – – –
PA
92
Parallel Advisors
California
$4.69K – – –
VNA
93
Valley National Advisers
Pennsylvania
$4K +$4K +317 New
TC
94
Trust Company
Kansas
$3.58K – – –
FIA
95
FNY Investment Advisers
New York
$2K – – –
TCOT
96
Trust Company of Toledo
Ohio
$773 +$773 +55 New
AAS
97
Annex Advisory Services
Wisconsin
– -$221K -15,375 Closed
SG
98
StoneX Group
New York
– -$145K -10,044 Closed
CWC
99
Carolinas Wealth Consulting
North Carolina
– -$61.6K -4,286 Closed
NS
100
NBC Securities
Alabama
– -$28K -1,995 Closed
1 2 3
4
5