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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.65M
2
UBS Group
2
UBS Group
Switzerland
$21.4M
3
LPL Financial
3
LPL Financial
California
$1.84M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.74M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$224K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.72M
2
GC
2
Guggenheim Capital
Illinois
$461K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.5M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$223K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$21.4M 1,482,976 +66,497 +5%
Bank of America
2
Bank of America
North Carolina
$8.61M 597,230 -2,231 -0.4%
Wells Fargo
3
Wells Fargo
California
$8.49M 589,519 -14,139 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.01M 486,750 -4,523 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$6.85M 475,666 -11,996 -2%
SI
6
Stephens Inc
Arkansas
$6.21M 430,894 +10,500 +2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.74M 328,724 +18,661 +6%
AAM
8
Advisors Asset Management
Colorado
$4.65M 322,449 +69,838 +28%
VanEck Associates
9
VanEck Associates
New York
$2.5M 173,397 -1,948 -1%
UCFA
10
United Capital Financial Advisors
Texas
$2.46M 170,512 -1,411 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.4M 166,711 -7,487 -4%
RJA
12
Raymond James & Associates
Florida
$2.08M 144,554 +3,434 +2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.89M 131,256 – –
RIA
14
Realta Investment Advisors
Delaware
$1.88M 130,376 – –
LPL Financial
15
LPL Financial
California
$1.84M 127,809 +25,876 +25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.82M 125,994 +770 +0.6%
1CP
17
1607 Capital Partners
Virginia
$1.72M 119,075 -503,905 -81%
AFS
18
Access Financial Services
Minnesota
$1.59M 109,996 -2,400 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.5M 103,913 -21,958 -17%
MWM
20
Melfa Wealth Management
Massachusetts
$1.47M 101,808 -10,865 -10%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$1.33M 92,130 +68 +0.1%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$900K 62,455 +1,530 +3%
CIA
23
Capital Investment Advisors
Georgia
$805K 55,880 -340 -0.6%
Stifel Financial
24
Stifel Financial
Missouri
$803K 55,706 +814 +1%
Cohen & Steers
25
Cohen & Steers
New York
$793K 55,000 -13,000 -19%
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