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Nuveen Select Tax-Free Income Portfolio

103 hedge funds and large institutions have $118M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

7% more funds holding

Funds holding: 96103 (+7)

0.5% more ownership

Funds ownership: 17.42%17.92% (+0.5%)

0% more capital invested

Capital invested by funds: $118M → $118M (+$366K)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
26
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$18.4M -$676K -47,063 -3%
GC
2
Guggenheim Capital
Illinois
$14.3M +$917K +63,825 +7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$12M -$978K -68,062 -7%
SI
4
Stephens Inc
Arkansas
$8.13M +$1.15M +80,180 +16%
Bank of America
5
Bank of America
North Carolina
$6.4M +$320K +22,243 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.97M -$410K -28,539 -6%
Wells Fargo
7
Wells Fargo
California
$5.43M +$353K +24,550 +7%
Morgan Stanley
8
Morgan Stanley
New York
$5.35M -$341K -23,702 -6%
VanEck Associates
9
VanEck Associates
New York
$3.77M +$631K +43,926 +20%
Raymond James Financial
10
Raymond James Financial
Florida
$3.21M -$201K -13,962 -6%
PFS
11
Prospera Financial Services
Texas
$2.95M +$79.9K +5,558 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.94M +$134K +9,332 +5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.89M +$586K +40,763 +25%
LPL Financial
14
LPL Financial
California
$1.9M +$29K +2,021 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.42M -$70K -4,874 -5%
MWM
16
Melfa Wealth Management
Massachusetts
$1.27M
Ameriprise
17
Ameriprise
Minnesota
$946K -$78.9K -5,488 -8%
Jane Street
18
Jane Street
New York
$916K +$69.4K +4,832 +8%
SWP
19
Stratos Wealth Partners
Ohio
$914K +$223K +15,538 +32%
Truist Financial
20
Truist Financial
North Carolina
$862K
AFS
21
Access Financial Services
Minnesota
$838K
AF
22
Advisornet Financial
Minnesota
$813K -$15.1K -1,050 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$784K -$109K -7,586 -12%
MO
24
McMillan Office
Michigan
$733K +$747K +52,000 New
CIA
25
Capital Investment Advisors
Georgia
$655K -$30.7K -2,138 -4%