Latest Institutional Transactions on Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information on the latest institutional transactions involving Nuveen Select Tax Free Income Portfolio (NXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.93K+ 23.89% |
$56.3K - $59.6K
|
20.4K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 18.0% |
$115K - $122K
|
52.6K
$776K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-788- 48.73% |
$11.3K - $12K
|
829
$12.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
788New |
$11.3K - $12K
|
788
$11.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-771- 3.59% |
$11.1K - $11.7K
|
20.7K
$306K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.64K+ 9.4% |
$52.2K - $55.2K
|
42.4K
$625K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.83% |
$27.7 - $29.1
|
244
$3.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 0.33% |
$472 - $495
|
10.3K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 81.07% |
$157K - $165K
|
25.3K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-4.51K- 18.3% |
$62.6K - $65.7K
|
20.2K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 21.19% |
$37.3K - $39.1K
|
10K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86KNew |
$39.6K - $41.6K
|
2.86K
$42.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.4K+ 46566.67% |
$19.4K - $20.3K
|
1.4K
$20.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
848+ 19.03% |
$11.8K - $12.3K
|
5.31K
$78.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.5K+ 132.0% |
$229K - $240K
|
29K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13KNew |
$180K - $189K
|
13K
$191K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
$121K - $127K
|
8.72K
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1K- 0.92% |
$13.9K - $14.6K
|
108K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
43.6KNew |
$604K - $634K
|
43.6K
$643K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-459- 22.8% |
$6.37K - $6.68K
|
1.55K
$22.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$86.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.37K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6K- 24.19% |
$86.3K - $89.3K
|
18.8K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137- 0.76% |
$1.97K - $2.04K
|
17.9K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 6.45% |
$22.7K - $23.5K
|
26.1K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.61K- 13.7% |
$66.3K - $68.6K
|
29K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.27K- 8.5% |
$18.3K - $18.9K
|
13.7K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.76K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.71K- 23.63% |
$74K - $84.6K
|
18.5K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.58K- 37.2% |
$111K - $127K
|
14.5K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 9.43% |
$14.2K - $16.3K
|
10.6K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$44.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.74K- 3.61% |
$61.3K - $70.1K
|
127K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.2KNew |
$132K - $151K
|
10.2K
$150K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
194+ 1.23% |
$2.51K - $2.87K
|
16K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.5KNew |
$395K - $451K
|
30.5K
$450K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27KNew |
$68.3K - $78K
|
5.27K
$77.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.29KNew |
$16.6K - $19K
|
1.29K
$19K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4KClosed |
$52.9K - $58.6K
|
0
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.95KNew |
$25.7K - $28.5K
|
1.95K
$28.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 5.45% |
$39.7K - $44K
|
52K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$205K - $227K
|
15.5K
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.89K- 29.34% |
$64.6K - $71.6K
|
11.8K
$173K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$26.4K - $29.2K
|
2K
$29.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 44.46% |
$139K - $154K
|
34.1K
$503K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-504K- 80.89% |
$7.16M - $7.38M
|
119K
$1.76M
|
|