Nuveen Select Maturities Municipal Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 916.28 K | $8.48 M | -8.79% | 7.36% |
| MORGAN STANLEY | 11/14/2025 | 664.38 K | $6.15 M | 13.68% | 5.34% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 627.31 K | $5.81 M | -1.46% | 5.04% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 383.04 K | $3.53 M | 9.66% | 3.08% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 291.06 K | $2.70 M | -2.78% | 2.34% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 290.68 K | $2.69 M | 9.30% | 2.34% |
| UBS GROUP AG | 11/13/2025 | 173.52 K | $1.61 M | 1.81% | 1.39% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 153.17 K | $1.42 M | 4.34% | 1.23% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 151.11 K | $1.40 M | -2.32% | 1.21% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 11/04/2025 | 129.09 K | $1.20 M | 16.27% | 1.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 100.36 K | $929.00 K | 2.78% | 0.81% |
| CROBAN | 10/20/2025 | 92.17 K | $853.45 K | -1.44% | 0.74% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 85.49 K | $791.59 K | 9.33% | 0.69% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 82.29 K | $761.98 K | 4.19% | 0.66% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 73.23 K | $678.09 K | 0.00% | 0.59% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 57.58 K | $533.19 K | 8.74% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 40.04 K | $366.85 K | 18.67% | 0.32% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11/07/2025 | 39.95 K | $369.91 K | 0.01% | 0.32% |
| STEPHENS INC /AR/ | 10/27/2025 | 39.00 K | $361.14 K | 39.29% | 0.31% |
| MIDWEST TRUST CO | 11/06/2025 | 38.65 K | $357.90 K | 0.00% | 0.31% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 37.87 K | $350.67 K | 0.00% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 34.73 K | $321.60 K | -25.33% | 0.28% |
| LPL FINANCIAL LLC | 11/12/2025 | 33.34 K | $308.76 K | 0.00% | 0.27% |
| DORSEY & WHITNEY TRUST CO LLC | 11/13/2025 | 32.10 K | $297.25 K | 0.00% | 0.26% |
| HILLTOP HOLDINGS INC. | 11/14/2025 | 29.50 K | $273.18 K | 2.32% | 0.24% |
| LEE FINANCIAL CO | 11/04/2025 | 29.00 K | $269.38 K | 100.00% | 0.23% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 28.43 K | $263.22 K | -0.11% | 0.23% |
| HICKORY POINT BANK & TRUST | 10/06/2025 | 26.50 K | $245.39 K | -32.91% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2025 | 26.00 K | $240.77 K | -4.69% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 24.37 K | $226.00 K | 0.62% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 22.32 K | $207.00 K | 51.94% | 0.18% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 21.50 K | $199.09 K | 0.00% | 0.17% |
| ACKERMAN CAPITAL ADVISORS, LLC | 10/22/2025 | 20.54 K | $190.20 K | 100.00% | 0.17% |
| DAVENPORT & CO LLC | 10/15/2025 | 19.26 K | $178.32 K | 0.00% | 0.15% |
| IFP ADVISORS, INC | 02/06/2026 | 16.56 K | $153.31 K | 4.14% | 0.13% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 11/14/2025 | 16.07 K | $148.77 K | 0.00% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 15.20 K | $140.75 K | -8.98% | 0.12% |
| JAMES INVESTMENT RESEARCH INC | 10/31/2025 | 13.82 K | $127.98 K | 0.00% | 0.11% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 12.50 K | $115.75 K | 100.00% | 0.10% |
| SIGHTLINE WEALTH ADVISORS, LLC | 11/03/2025 | 12.15 K | $112.53 K | 0.60% | 0.10% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 11.50 K | $106.49 K | -39.31% | 0.09% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10/28/2025 | 11.50 K | $106.00 K | 0.00% | 0.09% |
| CERRO PACIFIC WEALTH ADVISORS LLC | 10/28/2025 | 11.40 K | $105.56 K | 0.00% | 0.09% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 10.75 K | $99.53 K | 0.00% | 0.09% |
| SIGMA PLANNING CORP | 11/10/2025 | 10.47 K | $96.99 K | 0.00% | 0.08% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 10.27 K | $95.14 K | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 10.04 K | $92.93 K | 100.00% | 0.08% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 6.00 K | $55.56 K | 0.00% | 0.05% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 5.71 K | $52.84 K | -68.66% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 4.29 K | $39.70 K | 100.00% | 0.03% |
Nuveen Select Maturities Municipal Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Nuveen Select Maturities Municipal Fund. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 274,760
Blake Schutter Theil Wealth Advisors, LLC: 160,549
TRUIST FINANCIAL CORP: 28,175
Cerro Pacific Wealth Advisors LLC: 11,400
Sigma Planning Corp: 10,900
BARRETT & COMPANY, INC.: 6,000
40.15% of Nuveen Select Maturities Municipal Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.32 M shares in the last 24 months. This purchase volume represents approximately $41.46 M in transactions.