Institutional Ownership Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 8.31 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
20,366
shares
|
$305,286
0.06% of portfolio
|
Q3 2024
Added 23.89%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,151
shares
|
$302,063
0.18% of portfolio
|
Q2 2024
Reduced 18.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,503
shares
|
$292,349
0.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,800
shares
|
$281,812
0.0% of portfolio
|
Q1 2024
Reduced 24.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
18,469
shares
|
$276,850
0.01% of portfolio
|
Q4 2023
Reduced 23.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,938
shares
|
$268,890
0.0% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
16,867
shares
|
$252,836
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
16,188
shares
|
$242,658
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
15,375
shares
|
$230,471
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
14,171
shares
|
$212,423
0.02% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
13,675
shares
|
$204,988
0.14% of portfolio
|
Q1 2024
Reduced 8.5%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
13,486
shares
|
$202,155
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,969
shares
|
$194,405
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
12,250
shares
|
$183,627
0.09% of portfolio
|
Q3 2024
Reduced 38.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
12,046
shares
|
$180,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
11,591
shares
|
$173,749
0.01% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
11,521
shares
|
$172,699
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
11,127
shares
|
$166,793
0.08% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
10,196
shares
|
$152,838
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,147
shares
|
$152,103
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$149,900
0.0% of portfolio
|
Q2 2024
Reduced 21.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,718
shares
|
$130,682
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,201
shares
|
$107,942
0.0% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
6,653
shares
|
$99,728
0.03% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,914
shares
|
$88,650
0.01% of portfolio
|
Q2 2022
New holding
|