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 | 11/13/2025 | 1.35 M | $19.58 M | -0.28% | 2.66% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 950.20 K | $13.74 M | 15.48% | 1.87% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 920.57 K | $13.31 M | -9.32% | 1.81% |
| STEPHENS INC /AR/ | 10/27/2025 | 496.12 K | $7.17 M | -2.35% | 0.98% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 452.02 K | $6.54 M | -0.39% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 431.69 K | $6.24 M | -3.39% | 0.85% |
| MORGAN STANLEY | 11/14/2025 | 402.98 K | $5.83 M | -5.74% | 0.79% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 360.42 K | $5.21 M | -13.66% | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 241.37 K | $3.49 M | -6.06% | 0.47% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 223.36 K | $3.23 M | 20.80% | 0.44% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 203.60 K | $2.94 M | 3.07% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 199.50 K | $2.89 M | -7.46% | 0.39% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 163.87 K | $2.37 M | 3.65% | 0.32% |
| LPL FINANCIAL LLC | 11/12/2025 | 133.00 K | $1.92 M | 1.78% | 0.26% |
| ROYAL BANK OF CANADA | 11/14/2025 | 105.68 K | $1.53 M | -2.68% | 0.21% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 90.04 K | $1.30 M | 0.00% | 0.18% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 72.57 K | $1.05 M | -27.41% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 63.17 K | $896.37 K | 21.76% | 0.12% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 61.12 K | $883.72 K | 3.97% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 60.17 K | $870.02 K | 100.00% | 0.12% |
| ACCESS FINANCIAL SERVICES, INC. | 10/20/2025 | 59.45 K | $859.59 K | 0.84% | 0.12% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 58.71 K | $848.95 K | -7.99% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 49.26 K | $712.26 K | 18.66% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 48.56 K | $702.19 K | -2.31% | 0.10% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10/10/2025 | 46.87 K | $677.76 K | -3.93% | 0.09% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 43.33 K | $626.51 K | -55.60% | 0.09% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 10/16/2025 | 41.21 K | $595.92 K | -4.22% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 34.58 K | $500.00 K | -0.60% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/05/2025 | 31.83 K | $460.21 K | 0.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 31.58 K | $456.66 K | 0.00% | 0.06% |
| PINNACLE ASSOCIATES LTD | 11/13/2025 | 30.50 K | $441.04 K | 0.00% | 0.06% |
| 12/02/2025 | 30.00 K | $433.80 K | 0.00% | 0.06% | |
| ESSEX FINANCIAL SERVICES, INC. | 11/07/2025 | 29.00 K | $419.34 K | 0.00% | 0.06% |
| BROYHILL ASSET MANAGEMENT | 11/13/2025 | 25.83 K | $373.49 K | -34.55% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 11/13/2025 | 25.71 K | $371.77 K | 0.00% | 0.05% |
| BREAKWATER CAPITAL GROUP | 11/06/2025 | 25.65 K | $370.86 K | 15.05% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 25.38 K | $366.99 K | 15.92% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 10/28/2025 | 23.55 K | $340.53 K | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 23.36 K | $337.77 K | -12.52% | 0.05% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 23.09 K | $333.94 K | -16.52% | 0.05% |
| GLENMEDE INVESTMENT MANAGEMENT, LP | 11/13/2025 | 22.20 K | $320.94 K | 0.00% | 0.04% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 19.79 K | $286.11 K | 100.00% | 0.04% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 11/04/2025 | 17.87 K | $258.40 K | 0.00% | 0.04% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 11/14/2025 | 17.80 K | $257.39 K | 0.00% | 0.04% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 17.43 K | $252.01 K | -1.41% | 0.03% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 17.32 K | $250.41 K | -13.72% | 0.03% |
| PLAN GROUP FINANCIAL, LLC | 10/27/2025 | 16.54 K | $239.17 K | 0.00% | 0.03% |
| MISSION WEALTH MANAGEMENT, LP | 11/04/2025 | 16.23 K | $234.67 K | 100.00% | 0.03% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 10/03/2025 | 16.21 K | $235.56 K | -23.57% | 0.03% |
| SIGHTLINE WEALTH ADVISORS, LLC | 11/03/2025 | 15.50 K | $224.16 K | 0.73% | 0.03% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.35 M
GUGGENHEIM CAPITAL LLC: 950,197
Hennion & Walsh Asset Management, Inc.: 920,567
STEPHENS INC /AR/: 496,123
Cambridge Investment Research Advisors, Inc.: 452,024
BANK OF AMERICA CORP /DE/: 431,687
16.04% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 8.85 M shares in the last 24 months. This purchase volume represents approximately $127.94 M in transactions.