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Nuveen Select Tax-Free Income Portfolio

116 hedge funds and large institutions have $142M invested in Nuveen Select Tax-Free Income Portfolio in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $118M → $142M (+$24M)

13% more funds holding

Funds holding: 103116 (+13)

3.26% more ownership

Funds ownership: 17.92%21.18% (+3.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
41
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$20.5M +$1.71M +119,692 +9%
GC
2
Guggenheim Capital
Illinois
$19.3M +$4.76M +332,831 +33%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.5M -$721K -50,433 -6%
SI
4
Stephens Inc
Arkansas
$9.56M +$1.29M +90,129 +16%
Morgan Stanley
5
Morgan Stanley
New York
$7.84M +$2.39M +167,147 +44%
Bank of America
6
Bank of America
North Carolina
$7.78M +$1.27M +88,528 +20%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.69M -$382K -26,704 -6%
VanEck Associates
8
VanEck Associates
New York
$5.65M +$1.81M +126,696 +47%
Wells Fargo
9
Wells Fargo
California
$5.12M -$402K -28,132 -7%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$4.57M +$1.67M +116,594 +57%
Raymond James Financial
11
Raymond James Financial
Florida
$4.52M +$1.25M +87,734 +39%
LPL Financial
12
LPL Financial
California
$3.97M +$2.03M +141,751 +105%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.39M +$389K +27,190 +13%
PFS
14
Prospera Financial Services
Texas
$3.01M +$9.82K +687 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.11M +$663K +46,394 +46%
Ameriprise
16
Ameriprise
Minnesota
$1.57M +$604K +42,255 +63%
SWP
17
Stratos Wealth Partners
Ohio
$1.54M +$606K +42,417 +65%
CAWM
18
Capital Advisors Wealth Management
Washington
$1.48M +$875K +61,219 +147%
MWM
19
Melfa Wealth Management
Massachusetts
$1.45M +$157K +10,975 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.17M +$376K +26,288 +47%
AFS
21
Access Financial Services
Minnesota
$853K
AF
22
Advisornet Financial
Minnesota
$833K +$5.22K +365 +0.6%
MO
23
McMillan Office
Michigan
$746K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$678K +$186K +13,003 +38%
BCG
25
Breakwater Capital Group
New Jersey
$656K +$279K +19,489 +74%