Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Nuveen Select Tax-Free Income Portfolio include Brown Brothers Harriman & Co, Balyasny Asset Management Llc, Glenmede Investment Management, LP, Plan Group Financial, LLC, Wealth Enhancement Advisory Services, Llc, U.S. Capital Wealth Advisors, LLC, Diligent Investors, LLC, Sound Income Strategies, LLC, Valley National Advisers Inc, and Trust Co Of Toledo Na /oh/ .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Plan Group Financial, LLC | 16,540 | 232 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10,774 | 83.79 | 151 | 79.76 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 182,240 | 7.64 | 2,550 | 0.99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 855 | 200.00 | 12 | 200.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28,108 | 395 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 197,536 | 1.03 | 2,775 | -1.21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13,790 | 10.54 | 194 | 7.82 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 24,607 | 346 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,571 | 190 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13,207 | 0.60 | 186 | -1.60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 446,821 | 1.18 | 6,278 | -1.09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,000 | 140 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 63,810 | 3.65 | 897 | 1.36 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,581 | 16.75 | 444 | 14.18 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 909 | -5.11 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 508,084 | 0.10 | 7,139 | -2.13 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 182 | -2.15 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215,593 | 0.89 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9,808 | 1.10 | 138 | -1.44 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11,487 | 1.11 | 161 | -1.23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 158,104 | 3.26 | 2,207 | 0.46 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 1 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10,000 | 140 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22,195 | 312 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,865 | 153 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,020 | 56 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 20,071 | 0.10 | 282 | -2.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51,882 | 63.62 | 729 | 60.22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,316 | 47 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21,893 | 16.45 | 308 | 13.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108,594 | 10.66 | 1,525 | 8.16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 58,784 | 0.17 | 826 | -2.14 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 184,906 | 2.08 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,619 | 14.58 | 191 | 12.35 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,160 | 16.42 | 171 | 13.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256,934 | 1.12 | 3,610 | -1.15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 317 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41,511 | 3.83 | 583 | 1.57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 43,029 | 20.86 | 605 | 18.20 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 822,807 | 30.64 | 11,560 | 27.73 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 25,710 | 1.98 | 361 | -0.28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,149 | 0.45 | 171 | -1.73 |
