Purchases and Sales Made in Q1 2023 in Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN SELECT TAX FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
212K+ 54.9% |
$2.97M - $3.15M
|
599K
$8.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 17.81% |
$1.04M - $1.1M
|
491K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
50.5K+ 3.7% |
$706K - $750K
|
1.42M
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46K+ 22.27% |
$644K - $683K
|
253K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 39.52% |
$404K - $429K
|
102K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 4.59% |
$370K - $393K
|
604K
$9.02M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.5KNew |
$272K - $289K
|
19.5K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
17.1K+ 4.23% |
$239K - $253K
|
420K
$6.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
15.5KNew |
$217K - $231K
|
15.5K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 8.73% |
$141K - $150K
|
126K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.49K+ 21.36% |
$119K - $126K
|
48.2K
$721K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.56K+ 33.05% |
$77.8K - $82.6K
|
22.4K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.96K+ 16.35% |
$69.4K - $73.7K
|
35.3K
$528K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4K+ 10.21% |
$56K - $59.4K
|
43.2K
$645K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$56K - $59.4K
|
4K
$59.8K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.96K+ 15.22% |
$55.4K - $58.8K
|
30K
$448K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.96KNew |
$55.3K - $58.7K
|
3.96K
$59.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.72KNew |
$52K - $55.2K
|
3.72K
$55.6K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.25KNew |
$31.5K - $33.5K
|
2.25K
$33.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 26.91% |
$20.1K - $21.4K
|
6.78K
$101K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 0.83% |
$19.7K - $21K
|
172K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
838New |
$11.7K - $12.4K
|
838
$12.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
550New |
$7.69K - $8.17K
|
550
$8.22K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
486New |
$6.8K - $7.22K
|
486
$7.27K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
375New |
$5.25K - $5.57K
|
375
$5.61K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
203+ 0.18% |
$2.84K - $3.01K
|
113K
$1.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.8K - $2.97K
|
200
$2.99K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184New |
$2.57K - $2.73K
|
184
$2.75K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
133+ 0.63% |
$1.86K - $1.98K
|
21.3K
$319K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
130+ 0.7% |
$1.82K - $1.93K
|
18.7K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
62+ 0.6% |
$867 - $921
|
10.3K
$155K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54+ 0.39% |
$755 - $802
|
14K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
17+ 0.06% |
$238 - $252
|
29.4K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.09% |
$182 - $193
|
14.4K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$42 - $44.6
|
13.6K
$203K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$28 - $29.7
|
10.6K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.68% |
$28 - $29.7
|
294
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-306- 2.9% |
$4.28K - $4.54K
|
10.3K
$153K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-475- 3.94% |
$6.65K - $7.05K
|
11.6K
$173K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-650- 4.03% |
$9.09K - $9.65K
|
15.5K
$232K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.4% |
$19.3K - $20.5K
|
56.2K
$840K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.57K- 2.78% |
$22K - $23.3K
|
54.9K
$821K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 1.23% |
$30.4K - $32.3K
|
174K
$2.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.43K- 6.86% |
$33.9K - $36K
|
32.9K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 14.62% |
$35.2K - $37.4K
|
14.7K
$220K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.56K- 7.31% |
$35.8K - $38K
|
32.5K
$485K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.44K- 2.38% |
$48.1K - $51.1K
|
141K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 7.59% |
$51.5K - $54.7K
|
44.8K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.38K- 6.71% |
$61.3K - $65K
|
60.9K
$911K
|