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 | 05/13/2025 | 1.45 M | $20.88 M | -5.12% | 2.95% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 1.05 M | $15.08 M | 9.70% | 2.13% |
| GUGGENHEIM CAPITAL LLC | 05/14/2025 | 629.81 K | $9.05 M | 19.46% | 1.28% |
| STEPHENS INC /AR/ | 05/01/2025 | 507.58 K | $7.29 M | 2.63% | 1.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 483.24 K | $6.94 M | -6.78% | 0.98% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 441.62 K | $6.35 M | -4.47% | 0.90% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 440.95 K | $6.34 M | -14.38% | 0.90% |
| MORGAN STANLEY | 05/15/2025 | 440.91 K | $6.34 M | -4.21% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 254.10 K | $3.65 M | -15.33% | 0.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 213.68 K | $3.07 M | 32.23% | 0.43% |
| PROSPERA FINANCIAL SERVICES INC | 05/15/2025 | 195.52 K | $2.81 M | 0.77% | 0.40% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 181.13 K | $2.60 M | -12.66% | 0.37% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 153.11 K | $2.20 M | 11.45% | 0.31% |
| LPL FINANCIAL LLC | 05/07/2025 | 136.86 K | $1.97 M | 29.43% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 129.15 K | $1.86 M | -37.90% | 0.26% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 107.33 K | $1.54 M | 2.10% | 0.22% |
| ACCESS FINANCIAL SERVICES, INC. | 04/17/2025 | 107.28 K | $1.54 M | -0.46% | 0.22% |
| ROYAL BANK OF CANADA | 05/15/2025 | 98.14 K | $1.41 M | -3.39% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 05/02/2025 | 90.04 K | $1.29 M | 0.00% | 0.18% |
| HIRTLE CALLAGHAN & CO LLC | 05/12/2025 | 63.26 K | $909.05 K | 0.00% | 0.13% |
| ADVISORNET FINANCIAL, INC | 04/07/2025 | 61.56 K | $884.62 K | 8.08% | 0.13% |
| TRUIST FINANCIAL CORP | 04/29/2025 | 58.68 K | $843.29 K | -3.30% | 0.12% |
| BROYHILL ASSET MANAGEMENT | 05/14/2025 | 52.81 K | $758.84 K | 0.00% | 0.11% |
| BREAKWATER CAPITAL GROUP | 04/10/2025 | 52.71 K | $757.43 K | 18.28% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/14/2025 | 52.46 K | $753.81 K | -2.72% | 0.11% |
| COMERICA BANK | 05/14/2025 | 51.98 K | $746.90 K | -0.74% | 0.11% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 05/15/2025 | 50.03 K | $718.86 K | -0.66% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 04/30/2025 | 39.98 K | $574.52 K | -17.07% | 0.08% |
| 05/02/2025 | 39.81 K | $572.04 K | 36.94% | 0.08% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 36.35 K | $522.00 K | 2.32% | 0.07% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 04/25/2025 | 35.60 K | $511.59 K | 33.06% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/17/2025 | 31.83 K | $437.93 K | 2.35% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 31.71 K | $455.67 K | 5.57% | 0.06% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 31.22 K | $448.60 K | 0.12% | 0.06% |
| PINNACLE ASSOCIATES LTD | 05/06/2025 | 30.50 K | $438.30 K | 0.00% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 04/25/2025 | 29.00 K | $416.73 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 28.15 K | $404.46 K | 4.14% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/29/2025 | 27.05 K | $388.72 K | 2.66% | 0.06% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/21/2025 | 26.08 K | $374.77 K | 0.00% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 05/08/2025 | 25.21 K | $362.27 K | 3.70% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 04/30/2025 | 23.55 K | $338.41 K | 0.00% | 0.05% |
| GLENMEDE TRUST CO NA | 05/15/2025 | 22.20 K | $318.94 K | 0.00% | 0.05% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 05/14/2025 | 21.21 K | $304.82 K | 0.00% | 0.04% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/25/2025 | 20.05 K | $288.13 K | 0.07% | 0.04% |
| SIGHTLINE WEALTH ADVISORS, LLC | 04/29/2025 | 19.80 K | $284.55 K | 0.51% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 18.80 K | $270.16 K | 0.00% | 0.04% |
| ANCORA ADVISORS, LLC | 05/15/2025 | 18.06 K | $259.47 K | -2.24% | 0.04% |
| VISIONARY HORIZONS, LLC | 04/15/2025 | 16.57 K | $238.11 K | 0.00% | 0.03% |
| ANNEX ADVISORY SERVICES, LLC | 04/11/2025 | 15.38 K | $220.93 K | 0.00% | 0.03% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 13.13 K | $188.66 K | -53.31% | 0.03% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 123 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.45 M
Hennion & Walsh Asset Management, Inc.: 1.05 M
GUGGENHEIM CAPITAL LLC: 629,807
STEPHENS INC /AR/: 507,584
Cambridge Investment Research Advisors, Inc.: 483,240
BANK OF AMERICA CORP /DE/: 441,615
17.08% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 9.08 M shares in the last 24 months. This purchase volume represents approximately $126.59 M in transactions.