Latest Institutional Purchases of Nuveen Select Tax Free Income Portfolio (NXP)
This list provides information on the latest institutional transactions involving Nuveen Select Tax Free Income Portfolio (NXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
223K+ 91.22% |
$3.2M - $3.39M
|
468K
$7.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
143K+ 27.87% |
$2.06M - $2.18M
|
658K
$9.87M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.9K+ 1422.26% |
$1.09M - $1.15M
|
81.3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.9K+ 105.18% |
$687K - $727K
|
93.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 8.46% |
$498K - $526K
|
445K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.3K+ 41.26% |
$449K - $475K
|
107K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
29.1KNew |
$417K - $441K
|
29.1K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 1.43% |
$307K - $324K
|
1.52M
$22.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12KNew |
$173K - $183K
|
12K
$181K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 34.77% |
$158K - $167K
|
42.6K
$639K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 13.78% |
$149K - $157K
|
85.6K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 18.0% |
$115K - $122K
|
52.6K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.37K+ 344.9% |
$106K - $112K
|
9.5K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.93K+ 23.89% |
$56.3K - $59.6K
|
20.4K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 0.76% |
$55.7K - $58.9K
|
515K
$7.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.64K+ 9.4% |
$52.2K - $55.2K
|
42.4K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 0.72% |
$48.6K - $51.4K
|
471K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.29K+ 3.46% |
$47.2K - $49.9K
|
98.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.46K+ 5.65% |
$35.3K - $37.4K
|
46K
$690K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.28KNew |
$32.6K - $34.5K
|
2.28K
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.12K+ 3.75% |
$16.1K - $17.1K
|
31.1K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 4.88% |
$15.4K - $16.3K
|
23.1K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
800+ 1.37% |
$11.5K - $12.1K
|
59.4K
$890K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
788New |
$11.3K - $12K
|
788
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
710+ 3.01% |
$10.2K - $10.8K
|
24.3K
$364K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
288+ 0.15% |
$4.13K - $4.37K
|
198K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.87K - $3.03K
|
200
$3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
149+ 0.77% |
$2.14K - $2.26K
|
19.5K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
117+ 1.06% |
$1.68K - $1.77K
|
11.1K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$1.43K - $1.52K
|
100
$1.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.01% |
$28.7 - $30.3
|
33.6K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
43.6KNew |
$604K - $634K
|
43.6K
$653K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.5K+ 132.0% |
$229K - $240K
|
29K
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13KNew |
$180K - $189K
|
13K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 81.07% |
$157K - $165K
|
25.3K
$379K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8K+ 101.41% |
$150K - $158K
|
21.5K
$322K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
$121K - $127K
|
8.72K
$131K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$87.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86KNew |
$39.6K - $41.6K
|
2.86K
$42.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.4K+ 46566.67% |
$19.4K - $20.3K
|
1.4K
$21K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
848+ 19.03% |
$11.8K - $12.3K
|
5.31K
$79.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 0.33% |
$472 - $495
|
10.3K
$155K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.83% |
$27.7 - $29.1
|
244
$3.66K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$199K
|
|
|
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
$391K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.82K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$230K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.5KNew |
$395K - $451K
|
30.5K
$457K
|
|