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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.34M
3
VanEck Associates
3
VanEck Associates
New York
$2.98M
4
Comerica Bank
4
Comerica Bank
Texas
$604K
5
SI
5
Stephens Inc
Arkansas
$6.17M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$1.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.99M
4
Bank of America
4
Bank of America
North Carolina
$7.68M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$21M 1,579,000 +96,024 +6%
Wells Fargo
2
Wells Fargo
California
$7.71M 579,573 -9,946 -2%
Bank of America
3
Bank of America
North Carolina
$7.68M 577,703 -19,527 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.8M 511,603 +24,853 +5%
SI
5
Stephens Inc
Arkansas
$6.17M 463,894 +33,000 +8%
Morgan Stanley
6
Morgan Stanley
New York
$5.99M 450,142 -25,524 -5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$5.34M 401,729 +73,005 +22%
AAM
8
Advisors Asset Management
Colorado
$4.72M 354,909 +32,460 +10%
VanEck Associates
9
VanEck Associates
New York
$2.98M 223,807 +50,410 +29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.34M 175,810 +9,099 +5%
UCFA
11
United Capital Financial Advisors
Texas
$2.25M 168,911 -1,601 -0.9%
RIA
12
Realta Investment Advisors
Delaware
$1.88M 130,376 – –
RJA
13
Raymond James & Associates
Florida
$1.87M 140,518 -4,036 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.82M 137,136 +11,142 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.75M 131,256 – –
AFS
16
Access Financial Services
Minnesota
$1.46M 109,996 – –
MWM
17
Melfa Wealth Management
Massachusetts
$1.35M 101,232 -576 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.34M 100,620 -3,293 -3%
LPL Financial
19
LPL Financial
California
$1.28M 96,059 -31,750 -25%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$1.15M 86,830 -5,300 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$926K 69,652 +7,197 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$752K 56,574 +11,825 +26%
CIA
23
Capital Investment Advisors
Georgia
$736K 55,370 -510 -0.9%
Stifel Financial
24
Stifel Financial
Missouri
$730K 54,887 -819 -1%
Truist Financial
25
Truist Financial
North Carolina
$730K 54,869 +11,700 +27%
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