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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.2KNew |
$132K - $151K
|
10.2K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27KNew |
$68.3K - $78K
|
5.27K
$79K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$45K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.29KNew |
$16.6K - $19K
|
1.29K
$19.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
194+ 1.23% |
$2.51K - $2.87K
|
16K
$240K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$205K - $227K
|
15.5K
$232K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 44.46% |
$139K - $154K
|
34.1K
$511K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$26.4K - $29.2K
|
2K
$29.9K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.95KNew |
$25.7K - $28.5K
|
1.95K
$29.2K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$219K - $226K
|
15.5K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.6KNew |
$164K - $169K
|
11.6K
$173K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$163K - $168K
|
11.5K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$143K - $147K
|
10.1K
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$6.77K - $6.99K
|
477
$7.15K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
456New |
$6.48K - $6.68K
|
456
$6.84K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19+ 0.13% |
$270 - $278
|
14.5K
$217K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$42.6 - $44
|
10.6K
$160K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.96KNew |
$55.3K - $58.7K
|
3.96K
$59.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.72KNew |
$52K - $55.2K
|
3.72K
$55.7K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.25KNew |
$31.5K - $33.5K
|
2.25K
$33.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
838New |
$11.7K - $12.4K
|
838
$12.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
550New |
$7.69K - $8.17K
|
550
$8.24K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
486New |
$6.8K - $7.22K
|
486
$7.29K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
375New |
$5.25K - $5.57K
|
375
$5.62K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$2.57K - $2.73K
|
184
$2.76K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
34.1KNew |
$441K - $480K
|
34.1K
$512K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$164K - $179K
|
12.7K
$191K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.29KNew |
$94K - $102K
|
7.29K
$109K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.2KNew |
$15.5K - $16.9K
|
1.2K
$18K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
204New |
$2.63K - $2.87K
|
204
$3.06K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
45+ 0.68% |
$581 - $633
|
6.65K
$99.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 9.93% |
$114K - $127K
|
97.4K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.89KNew |
$24.5K - $27.2K
|
1.89K
$28.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.4K+ 0.59% |
$18.1K - $20.2K
|
238K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$13K - $14.4K
|
1K
$15K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
510New |
$6.61K - $7.35K
|
510
$7.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
341+ 0.97% |
$4.42K - $4.91K
|
35.5K
$532K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
16.9KNew |
$223K - $244K
|
16.9K
$253K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5.91KNew |
$78.3K - $85.5K
|
5.91K
$88.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.23KNew |
$42.8K - $46.7K
|
3.23K
$48.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$224K - $251K
|
15.8K
$237K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2New |
$28.3 - $31.8
|
2
$30
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.5KNew |
$181K - $200K
|
11.5K
$173K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.09K+ 171.42% |
$143K - $157K
|
14.4K
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.49KNew |
$70.6K - $77.8K
|
4.49K
$67.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.39KNew |
$37.7K - $41.5K
|
2.39K
$35.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.95K+ 79.09% |
$30.6K - $33.7K
|
4.41K
$66.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
962+ 33.02% |
$15.1K - $16.7K
|
3.88K
$58.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
666New |
$10.5K - $11.5K
|
666
$9.98K
|
|