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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$80.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.22K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6K- 24.19% |
$86.3K - $89.3K
|
18.8K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137- 0.76% |
$1.97K - $2.04K
|
17.9K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.61K- 13.7% |
$66.3K - $68.6K
|
29K
$399K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.51K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.58K- 37.2% |
$111K - $127K
|
14.5K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 9.43% |
$14.2K - $16.3K
|
10.6K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$41.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.74K- 3.61% |
$61.3K - $70.1K
|
127K
$1.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.2KNew |
$132K - $151K
|
10.2K
$140K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
194+ 1.23% |
$2.51K - $2.87K
|
16K
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.5KNew |
$395K - $451K
|
30.5K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27KNew |
$68.3K - $78K
|
5.27K
$72.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.29KNew |
$16.6K - $19K
|
1.29K
$17.7K
|
|
| 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
$26.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$205K - $227K
|
15.5K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 5.45% |
$39.7K - $44K
|
52K
$716K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 44.46% |
$139K - $154K
|
34.1K
$469K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-504K- 80.89% |
$7.16M - $7.38M
|
119K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$143K - $147K
|
10.1K
$138K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-263- 3.69% |
$3.73K - $3.85K
|
6.86K
$94.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19+ 0.13% |
$270 - $278
|
14.5K
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.6KNew |
$164K - $169K
|
11.6K
$159K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$219K - $226K
|
15.5K
$213K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$6.77K - $6.99K
|
477
$6.56K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
456New |
$6.48K - $6.68K
|
456
$6.27K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$42.6 - $44
|
10.6K
$146K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 14.62% |
$35.2K - $37.4K
|
14.7K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$2.57K - $2.73K
|
184
$2.53K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.72KNew |
$52K - $55.2K
|
3.72K
$51.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
486New |
$6.8K - $7.22K
|
486
$6.69K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.25KNew |
$31.5K - $33.5K
|
2.25K
$31K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-475- 3.94% |
$6.65K - $7.05K
|
11.6K
$159K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
375New |
$5.25K - $5.57K
|
375
$5.16K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.96KNew |
$55.3K - $58.7K
|
3.96K
$54.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-306- 2.9% |
$4.28K - $4.54K
|
10.3K
$141K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
550New |
$7.69K - $8.17K
|
550
$7.57K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
34.1KNew |
$441K - $480K
|
34.1K
$470K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$164K - $179K
|
12.7K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-34.6K- 16.23% |
$446K - $486K
|
178K
$2.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
45+ 0.68% |
$581 - $633
|
6.65K
$91.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
204New |
$2.63K - $2.87K
|
204
$2.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.29KNew |
$94K - $102K
|
7.29K
$100K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3K- 21.07% |
$38.7K - $42.2K
|
11.2K
$155K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.2KNew |
$15.5K - $16.9K
|
1.2K
$16.5K
|
|