Nuveen Select Tax-Free Income Portfolio Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 02/14/2025 | 1.53 M | $23.20 M | 1.05% | 3.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 956.40 K | $14.49 M | 45.31% | 1.94% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 527.23 K | $7.99 M | 12.65% | 1.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 518.40 K | $7.85 M | 0.76% | 1.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 515.01 K | $7.80 M | -1.17% | 1.05% |
| STEPHENS INC /AR/ | 01/28/2025 | 494.57 K | $7.49 M | -0.20% | 1.01% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 462.29 K | $7.00 M | -1.77% | 0.94% |
| MORGAN STANLEY | 02/14/2025 | 460.29 K | $6.97 M | 3.49% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 300.10 K | $4.55 M | 100.00% | 0.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 207.96 K | $3.15 M | -17.50% | 0.42% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 207.38 K | $3.14 M | 2.38% | 0.42% |
| PROSPERA FINANCIAL SERVICES INC | 02/13/2025 | 194.03 K | $2.94 M | -1.96% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 161.59 K | $2.45 M | 22.02% | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 137.39 K | $2.08 M | 47.03% | 0.28% |
| ACCESS FINANCIAL SERVICES, INC. | 01/16/2025 | 107.77 K | $1.63 M | 0.00% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2025 | 105.74 K | $1.60 M | 23.60% | 0.22% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 105.12 K | $1.59 M | -2.04% | 0.21% |
| ROYAL BANK OF CANADA | 02/14/2025 | 101.58 K | $1.54 M | 3.23% | 0.21% |
| MELFA WEALTH MANAGEMENT, LLC | 01/17/2025 | 90.04 K | $1.36 M | -9.85% | 0.18% |
| HIRTLE CALLAGHAN & CO LLC | 02/11/2025 | 63.26 K | $958.39 K | 100.00% | 0.13% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 60.68 K | $919.36 K | 2.19% | 0.12% |
| ADVISORNET FINANCIAL, INC | 01/13/2025 | 56.96 K | $862.94 K | 8.22% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2025 | 53.92 K | $816.95 K | -0.58% | 0.11% |
| BROYHILL ASSET MANAGEMENT | 02/13/2025 | 52.81 K | $800.03 K | 100.00% | 0.11% |
| COMERICA BANK | 02/14/2025 | 52.37 K | $793.33 K | 0.00% | 0.11% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/05/2025 | 50.36 K | $762.89 K | 0.00% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 01/27/2025 | 48.21 K | $730.35 K | 13.17% | 0.10% |
| BREAKWATER CAPITAL GROUP | 01/14/2025 | 44.56 K | $675.13 K | 5.19% | 0.09% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 36.60 K | $554.56 K | 0.17% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 01/17/2025 | 35.53 K | $538.00 K | 5.65% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 31.18 K | $472.40 K | -4.80% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 01/22/2025 | 31.09 K | $471.08 K | 0.00% | 0.06% |
| PINNACLE ASSOCIATES LTD | 02/14/2025 | 30.50 K | $462.09 K | 0.00% | 0.06% |
| 02/07/2025 | 29.07 K | $440.41 K | 0.00% | 0.06% | |
| ESSEX FINANCIAL SERVICES, INC. | 01/29/2025 | 29.00 K | $439.35 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 28.50 K | $430.75 K | -3.57% | 0.06% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 28.12 K | $426.00 K | 0.08% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 27.03 K | $409.45 K | 17.00% | 0.05% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 01/15/2025 | 26.76 K | $405.35 K | 31.38% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 26.35 K | $399.22 K | 103.18% | 0.05% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/17/2025 | 26.08 K | $395.11 K | 0.00% | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/13/2025 | 24.83 K | $376.18 K | 0.00% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 02/11/2025 | 24.31 K | $368.30 K | 0.00% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 02/03/2025 | 23.55 K | $356.78 K | 0.00% | 0.05% |
| GLENMEDE TRUST CO NA | 02/14/2025 | 22.20 K | $336.25 K | 0.00% | 0.05% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 02/13/2025 | 21.21 K | $316.06 K | 100.00% | 0.04% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 02/03/2025 | 20.04 K | $303.57 K | -3.32% | 0.04% |
| SIGHTLINE WEALTH ADVISORS, LLC | 01/13/2025 | 19.70 K | $298.47 K | 1.02% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 18.80 K | $284.82 K | 0.00% | 0.04% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 18.47 K | $279.81 K | 0.00% | 0.04% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.53 M
GUGGENHEIM CAPITAL LLC: 527,231
WELLS FARGO & COMPANY/MN: 515,007
BANK OF AMERICA CORP /DE/: 462,289
MORGAN STANLEY: 460,292
RAYMOND JAMES FINANCIAL INC: 300,100
17.21% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 6.27 M shares in the last 24 months. This purchase volume represents approximately $88.57 M in transactions.