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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.9K+ 1422.26% |
$1.09M - $1.15M
|
81.3K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.46K+ 5.65% |
$35.3K - $37.4K
|
46K
$633K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.28KNew |
$32.6K - $34.5K
|
2.28K
$31.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
788New |
$11.3K - $12K
|
788
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$1.43K - $1.52K
|
100
$1.38K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
43.6KNew |
$604K - $634K
|
43.6K
$599K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.5K+ 132.0% |
$229K - $240K
|
29K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 81.07% |
$157K - $165K
|
25.3K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
$121K - $127K
|
8.72K
$120K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$80.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86KNew |
$39.6K - $41.6K
|
2.86K
$39.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.4K+ 46566.67% |
$19.4K - $20.3K
|
1.4K
$19.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 0.33% |
$472 - $495
|
10.3K
$142K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.83% |
$27.7 - $29.1
|
244
$3.36K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$182K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.51K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.22K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$212K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.5KNew |
$395K - $451K
|
30.5K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.2KNew |
$132K - $151K
|
10.2K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27KNew |
$68.3K - $78K
|
5.27K
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$41.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.29KNew |
$16.6K - $19K
|
1.29K
$17.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
194+ 1.23% |
$2.51K - $2.87K
|
16K
$220K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$205K - $227K
|
15.5K
$213K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 44.46% |
$139K - $154K
|
34.1K
$469K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.95KNew |
$25.7K - $28.5K
|
1.95K
$26.8K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$219K - $226K
|
15.5K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.6KNew |
$164K - $169K
|
11.6K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$143K - $147K
|
10.1K
$138K
|
|
|
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
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19+ 0.13% |
$270 - $278
|
14.5K
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$42.6 - $44
|
10.6K
$146K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.96KNew |
$55.3K - $58.7K
|
3.96K
$54.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.72KNew |
$52K - $55.2K
|
3.72K
$51.2K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.25KNew |
$31.5K - $33.5K
|
2.25K
$31K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
550New |
$7.69K - $8.17K
|
550
$7.57K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
486New |
$6.8K - $7.22K
|
486
$6.69K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
375New |
$5.25K - $5.57K
|
375
$5.16K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$2.57K - $2.73K
|
184
$2.53K
|
|
| 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
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.29KNew |
$94K - $102K
|
7.29K
$100K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.2KNew |
$15.5K - $16.9K
|
1.2K
$16.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
204New |
$2.63K - $2.87K
|
204
$2.81K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
45+ 0.68% |
$581 - $633
|
6.65K
$91.5K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 9.93% |
$114K - $127K
|
97.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.89KNew |
$24.5K - $27.2K
|
1.89K
$26K
|
|