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Nuveen Select Tax-Free Income Portfolio

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.72M +$413K +29,526 +8%
LPL Financial
2
LPL Financial
California
$1.41M +$63.3K +4,525 +5%
UBS Group
3
UBS Group
Switzerland
$1.19M +$1.16M +83,240 New
Wells Fargo
4
Wells Fargo
California
$949K -$93.7K -6,698 -9%
FIMG
5
Financial & Investment Management Group
Michigan
$770K -$818K -58,514 Closed
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$719K +$61.2K +4,375 +10%
Bank of America
7
Bank of America
North Carolina
$676K +$2.7K +193 +0.4%
PPA
8
Parametric Portfolio Associates
Washington
$661K +$7.94K +568 +1%
TIM
9
Tortoise Investment Management
New York
$642K +$12.6K +900 +2%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$632K +$620K +44,300 New
KIM
11
Karpus Investment Management
New York
$608K -$758K -54,206 -56%
Goldman Sachs
12
Goldman Sachs
New York
$583K +$1.43K +102 +0.3%
OA
13
Oxbow Advisors
Texas
$580K +$22.5K +1,606 +4%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$536K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$451K +$8.64K +618 +2%
UCFA
16
United Capital Financial Advisors
Texas
$423K -$3.66K -262 -0.9%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$365K -$10.5K -750 -3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$333K +$21.8K +1,556 +7%
ASA
19
Armstrong Shaw Associates
Connecticut
$285K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$276K +$1.55K +111 +0.6%
Invesco
21
Invesco
Georgia
$250K -$456K -32,588 -65%
VanEck Associates
22
VanEck Associates
New York
$236K +$14.7K +1,051 +7%
CIA
23
Capital Investment Advisors
Georgia
$228K
YP
24
Yellowstone Partners
Idaho
$226K +$182 +13 +0.1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$222K +$105K +7,527 +94%