Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
72.6K+ 127.12% |
$1.04M - $1.08M
|
130K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
50.7K+ 10.25% |
$729K - $755K
|
546K
$8.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
37.3KNew |
$536K - $555K
|
37.3K
$559K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.5K+ 26.31% |
$410K - $424K
|
137K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
26.3K+ 1.68% |
$378K - $391K
|
1.59M
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
23.7KNew |
$340K - $352K
|
23.7K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.8K+ 3.32% |
$285K - $295K
|
617K
$9.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 10.1% |
$284K - $294K
|
215K
$3.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1KNew |
$232K - $240K
|
16.1K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14KNew |
$201K - $208K
|
14K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.9K+ 39.05% |
$186K - $193K
|
46.1K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8KNew |
$184K - $190K
|
12.8K
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$150K - $156K
|
10.5K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 13.09% |
$114K - $118K
|
68.6K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
6.1K+ 1.28% |
$87.7K - $90.8K
|
482K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.46KNew |
$64.1K - $66.3K
|
4.46K
$66.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.52K+ 52.34% |
$50.6K - $52.3K
|
10.2K
$153K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.69K+ 26.88% |
$38.7K - $40K
|
12.7K
$190K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.09K+ 0.41% |
$30K - $31.1K
|
511K
$7.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.65K+ 2.24% |
$23.8K - $24.6K
|
75.6K
$1.13M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.64K+ 1.72% |
$23.6K - $24.4K
|
96.7K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.62KNew |
$23.3K - $24.1K
|
1.62K
$24.2K
|
|
|
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
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 3.35% |
$17.7K - $18.3K
|
38K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1K+ 1.82% |
$14.4K - $14.9K
|
55.9K
$837K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
715+ 4.79% |
$10.3K - $10.6K
|
15.6K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
548+ 0.38% |
$7.88K - $8.15K
|
145K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
543+ 7.19% |
$7.81K - $8.08K
|
8.09K
$121K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.82K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
242New |
$3.48K - $3.6K
|
242
$3.63K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.88K - $2.98K
|
200
$3K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.41K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.72% |
$1.97K - $2.04K
|
19.2K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
107+ 0.67% |
$1.54K - $1.59K
|
16.1K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
89+ 0.09% |
$1.28K - $1.32K
|
101K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
18+ 0.09% |
$259 - $268
|
20.5K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.34% |
$431 - $446
|
8.85K
$133K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 0.18% |
$1.44K - $1.49K
|
55.1K
$826K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137- 0.76% |
$1.97K - $2.04K
|
17.9K
$269K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421- 0.1% |
$6.05K - $6.26K
|
410K
$6.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.05K- 0.96% |
$15.1K - $15.6K
|
109K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18K- 1.2% |
$17K - $17.5K
|
96.7K
$1.45M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.25K- 10.5% |
$18K - $18.6K
|
10.7K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.27K- 8.5% |
$18.3K - $18.9K
|
13.7K
$205K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 0.9% |
$25.6K - $26.5K
|
196K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 4.31% |
$36.6K - $37.9K
|
56.5K
$847K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.94K- 12.29% |
$42.3K - $43.8K
|
21K
$315K
|