Recent Quarter Total Invested
$221.39 M
Recent Quarter Institutional Ownership Percentage
16.46%
Total Invested of Last Quarter
$136.76 M
Ownership Percentage of Last Quarter
16.64%
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 | 08/14/2024 | 1.49 M | $21.65 M | -6.00% | 3.14% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 526,624 | $7.63 M | -2.53% | 1.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 514,734 | $7.46 M | -5.69% | 1.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 510,622 | $7.40 M | -0.06% | 1.07% |
| STEPHENS INC /AR/ | 08/06/2024 | 496,074 | $7.19 M | 2.86% | 1.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 467,237 | $6.77 M | -24.33% | 0.98% |
| MORGAN STANLEY | 10/17/2024 | 410,065 | $5.94 M | 0.10% | 0.86% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 323,861 | $4.69 M | -13.41% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 244,756 | $3.55 M | 88.69% | 0.51% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 222,202 | $3.22 M | 3.28% | 0.47% |
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 203,394 | $2.95 M | -3.21% | 0.43% |
| PROSPERA FINANCIAL SERVICES INC | 08/13/2024 | 197,620 | $2.86 M | 0.91% | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 142,072 | $2.06 M | -2.31% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 134,132 | $1.94 M | -2.03% | 0.28% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 126,520 | $1.83 M | 0.00% | 0.27% |
| ACCESS FINANCIAL SERVICES, INC. | 07/25/2024 | 107,771 | $1.56 M | -0.92% | 0.23% |
| MELFA WEALTH MANAGEMENT, LLC | 07/15/2024 | 101,109 | $1.47 M | -0.12% | 0.21% |
| ROYAL BANK OF CANADA | 11/06/2024 | 95,109 | $1.38 M | -1.69% | 0.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 75,968 | $1.10 M | 34.52% | 0.16% |
| LPL FINANCIAL LLC | 08/07/2024 | 75,194 | $1.09 M | -0.53% | 0.16% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 58,584 | $848,882 | 4.86% | 0.12% |
| COMERICA BANK | 08/15/2024 | 57,590 | $834,479 | 3.50% | 0.12% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 08/14/2024 | 56,312 | $815,961 | -1.83% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 07/12/2024 | 54,475 | $789,343 | -1.11% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2024 | 45,540 | $659,875 | 256.14% | 0.10% |
| ADVISORNET FINANCIAL, INC | 07/16/2024 | 44,605 | $646,326 | -3.19% | 0.09% |
| SILVER LAKE ADVISORY, LLC | 07/18/2024 | 43,566 | $631,269 | 100.00% | 0.09% |
| PRIVATE CAPITAL MANAGEMENT LLC | 07/18/2024 | 43,566 | $631,269 | 16.87% | 0.09% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 39,091 | $566,432 | -1.64% | 0.08% |
| BREAKWATER CAPITAL GROUP | 07/26/2024 | 38,722 | $561,082 | 147.68% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 33,627 | $487,000 | -11.50% | 0.07% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 31,642 | $458,498 | 33.71% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 07/24/2024 | 31,607 | $457,988 | 50.57% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 30,523 | $442,292 | -55.47% | 0.06% |
| PINNACLE ASSOCIATES LTD | 07/30/2024 | 30,501 | $441,957 | 0.00% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/25/2024 | 29,970 | $434,271 | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 29,641 | $429,498 | 100.00% | 0.06% |
| RAYMOND JAMES TRUST N.A. | 07/25/2024 | 29,022 | $420,529 | 0.00% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 08/09/2024 | 29,000 | $426,010 | 132.00% | 0.06% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 08/13/2024 | 26,080 | $377,899 | 0.00% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 25,314 | $366,800 | 81.07% | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/14/2024 | 24,831 | $359,804 | -10.01% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 08/12/2024 | 23,600 | $341,964 | -1.01% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 07/23/2024 | 23,550 | $341,239 | 0.00% | 0.05% |
| GLENMEDE TRUST CO NA | 08/14/2024 | 22,195 | $321,605 | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 22,026 | $319,174 | 36.72% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 21,497 | $312,611 | 101.41% | 0.05% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 08/02/2024 | 21,497 | $311,497 | 4.97% | 0.05% |
| COOMBE, BENDER & CO LLC | 08/12/2024 | 20,151 | $291,996 | -18.30% | 0.04% |
| COASTAL INVESTMENT ADVISORS, INC. | 07/15/2024 | 20,009 | $289,930 | 0.00% | 0.04% |
Nuveen Select Tax-Free Income Portfolioinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of NXP shares?
During the previous two years, 119 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.52 M
Hennion & Walsh Asset Management, Inc.: 658,181
WELLS FARGO & COMPANY/MN: 521,119
Cambridge Investment Research Advisors, Inc.: 514,507
STEPHENS INC /AR/: 495,574
BANK OF AMERICA CORP /DE/: 470,623
-
What percentage of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors?
16.46% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
-
How much institutional buying is happening at NXP ?
Institutional investors have bought a total of 8.02 M shares in the last 24 months. This purchase volume represents approximately $116.67 M in transactions.