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 | 11/14/2024 | 1.52 M | $22.90 M | 1.43% | 3.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 658,181 | $9.95 M | 27.87% | 1.37% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 521,119 | $7.87 M | -1.05% | 1.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 514,507 | $7.77 M | 0.76% | 1.07% |
| STEPHENS INC /AR/ | 10/28/2024 | 495,574 | $7.49 M | -0.10% | 1.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 470,623 | $7.11 M | 0.72% | 0.98% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 468,027 | $7.07 M | 91.22% | 0.98% |
| MORGAN STANLEY | 11/14/2024 | 444,766 | $6.72 M | 8.46% | 0.93% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 252,086 | $3.81 M | -22.16% | 0.53% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 218,154 | $3.30 M | -1.82% | 0.46% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 202,563 | $3.03 M | -0.41% | 0.42% |
| PROSPERA FINANCIAL SERVICES INC | 11/07/2024 | 197,908 | $2.99 M | 0.15% | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 132,433 | $2.00 M | -1.27% | 0.28% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 126,520 | $1.91 M | 0.00% | 0.26% |
| ACCESS FINANCIAL SERVICES, INC. | 10/31/2024 | 107,771 | $1.63 M | 0.00% | 0.22% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 107,310 | $1.62 M | 41.26% | 0.22% |
| MELFA WEALTH MANAGEMENT, LLC | 10/16/2024 | 99,880 | $1.51 M | -1.22% | 0.21% |
| ROYAL BANK OF CANADA | 11/14/2024 | 98,398 | $1.49 M | 3.46% | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 93,440 | $1.40 M | 105.18% | 0.19% |
| LPL FINANCIAL LLC | 11/08/2024 | 85,553 | $1.29 M | 13.78% | 0.18% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 81,258 | $5.38 M | 1,422.26% | 0.17% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 70,202 | $1.06 M | -50.59% | 0.15% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 59,384 | $897,292 | 1.37% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 54,241 | $819,582 | -0.43% | 0.11% |
| ADVISORNET FINANCIAL, INC | 10/15/2024 | 52,635 | $795,315 | 18.00% | 0.11% |
| COMERICA BANK | 11/14/2024 | 52,365 | $791,235 | -9.07% | 0.11% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11/08/2024 | 50,356 | $760,879 | -10.58% | 0.11% |
| PRIVATE CAPITAL MANAGEMENT LLC | 11/14/2024 | 46,029 | $695,503 | 5.65% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 10/17/2024 | 42,598 | $643,667 | 34.77% | 0.09% |
| BREAKWATER CAPITAL GROUP | 10/04/2024 | 42,363 | $640,105 | 9.40% | 0.09% |
| B. RILEY WEALTH ADVISORS, INC. | 12/13/2024 | 36,543 | $554,067 | 69.99% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 33,629 | $508,000 | 0.01% | 0.07% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 32,753 | $494,898 | -16.21% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/13/2024 | 31,094 | $469,836 | 3.75% | 0.06% |
| PINNACLE ASSOCIATES LTD | 10/25/2024 | 30,501 | $450,803 | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 29,593 | $447,153 | -0.16% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 29,559 | $446,663 | -3.16% | 0.06% |
| 10/31/2024 | 29,070 | $439.25 M | 100.00% | 0.06% | |
| RAYMOND JAMES TRUST N.A. | 11/12/2024 | 29,022 | $438,522 | 0.00% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 10/24/2024 | 29,000 | $433,550 | 0.00% | 0.06% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 28,096 | $424,538 | -11.21% | 0.06% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 11/08/2024 | 26,080 | $394,068 | 0.00% | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/12/2024 | 24,830 | $375,181 | 0.00% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 11/12/2024 | 24,310 | $367,324 | 3.01% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 10/31/2024 | 23,550 | $355,840 | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 23,100 | $349,046 | 4.88% | 0.05% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 22,195 | $335,366 | 0.00% | 0.05% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 10/07/2024 | 20,726 | $313,165 | -3.59% | 0.04% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 10/15/2024 | 20,366 | $307,737 | 23.89% | 0.04% |
| SIGHTLINE WEALTH ADVISORS, LLC | 10/21/2024 | 19,503 | $294,693 | 0.77% | 0.04% |
Nuveen Select Tax-Free Income Portfolioinstitutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
FNY Investment Advisers, LLC: 0
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
17.09% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 8.31 M shares in the last 24 months. This purchase volume represents approximately $122.70 M in transactions.