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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

85 hedge funds and large institutions have $128M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$14.5M
2
GC
2
Guggenheim Capital
Illinois
$7.99M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.08M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.45M
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$316K

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
PCMC
2
Private Capital Management (Colorado)
Colorado
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.15M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.2M 1,531,290 +15,932 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$14.5M 956,400 +298,219 +45%
GC
3
Guggenheim Capital
Illinois
$7.99M 527,231 +59,204 +13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.85M 518,404 +3,897 +0.8%
Wells Fargo
5
Wells Fargo
California
$7.8M 515,007 -6,112 -1%
SI
6
Stephens Inc
Arkansas
$7.49M 494,574 -1,000 -0.2%
Bank of America
7
Bank of America
North Carolina
$7M 462,289 -8,334 -2%
Morgan Stanley
8
Morgan Stanley
New York
$6.97M 460,292 +15,526 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$4.55M 300,100 +300,100 New
AAM
10
Advisors Asset Management
Colorado
$3.15M 207,963 -44,123 -18%
VanEck Associates
11
VanEck Associates
New York
$3.14M 207,378 +4,815 +2%
PFS
12
Prospera Financial Services
Texas
$2.94M 194,029 -3,879 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.45M 161,594 +29,161 +22%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$2.08M 137,388 +43,948 +47%
AFS
15
Access Financial Services
Minnesota
$1.63M 107,771 – –
LPL Financial
16
LPL Financial
California
$1.6M 105,741 +20,188 +24%
Ameriprise
17
Ameriprise
Minnesota
$1.59M 105,116 -2,194 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M 101,577 +3,179 +3%
MWM
19
Melfa Wealth Management
Massachusetts
$1.36M 90,037 -9,843 -10%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
– – – –
Truist Financial
21
Truist Financial
North Carolina
$919K 60,684 +1,300 +2%
AF
22
Advisornet Financial
Minnesota
$863K 56,960 +4,325 +8%
CIA
23
Capital Investment Advisors
Georgia
$817K 53,924 -317 -0.6%
BAM
24
Broyhill Asset Management
North Carolina
$800K 52,807 +52,807 New
Comerica Bank
25
Comerica Bank
Texas
$793K 52,365 – –
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