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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

88 hedge funds and large institutions have $120M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
PFS
2
Prospera Financial Services
Texas
$2.75M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.32M
4
AAM
4
Advisors Asset Management
Colorado
$6.08M
5
VanEck Associates
5
VanEck Associates
New York
$3.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$476K
2
RIA
2
Realta Investment Advisors
Delaware
$296K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$244K
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.1M 1,563,124 -15,876 -1%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M 839,330 +389,188 +86%
Bank of America
3
Bank of America
North Carolina
$8.83M 597,628 +19,925 +3%
Wells Fargo
4
Wells Fargo
California
$8.37M 566,029 -13,544 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.52M 508,834 -2,769 -0.5%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$7.32M 495,077 +93,348 +23%
SI
7
Stephens Inc
Arkansas
$7.04M 476,194 +12,300 +3%
AAM
8
Advisors Asset Management
Colorado
$6.08M 411,384 +56,475 +16%
VanEck Associates
9
VanEck Associates
New York
$3.81M 257,980 +34,173 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.89M 195,405 +19,595 +11%
PFS
11
Prospera Financial Services
Texas
$2.75M 186,287 +186,287 New
RJA
12
Raymond James & Associates
Florida
$2.14M 144,877 +4,359 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.87M 126,520 -4,736 -4%
AFS
14
Access Financial Services
Minnesota
$1.62M 109,821 -175 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.6M 108,390 -28,746 -21%
MWM
16
Melfa Wealth Management
Massachusetts
$1.49M 101,146 -86 -0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.45M 97,926 -2,694 -3%
LPL Financial
18
LPL Financial
California
$1.09M 73,939 -22,120 -23%
Osaic Holdings
19
Osaic Holdings
Arizona
$896K 60,615 +4,041 +7%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$894K 60,466 -26,364 -30%
Ameriprise
21
Ameriprise
Minnesota
$872K 59,018 +6,527 +12%
Comerica Bank
22
Comerica Bank
Texas
$870K 58,868 +13,437 +30%
GC
23
Guggenheim Capital
Illinois
$844K 57,112 +27,952 +96%
CIA
24
Capital Investment Advisors
Georgia
$816K 55,185 -185 -0.3%
Truist Financial
25
Truist Financial
North Carolina
$811K 54,869 – –
1
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