Purchases and Sales Made in Q1 2025 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 2025. 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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
152K+ 17871.13% |
$2.16M - $2.29M
|
153K
$2.11M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
103K+ 19.46% |
$1.46M - $1.54M
|
630K
$8.67M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
92.8K+ 9.7% |
$1.32M - $1.39M
|
1.05M
$14.4M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1K+ 32.23% |
$739K - $782K
|
214K
$2.94M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 29.43% |
$442K - $467K
|
137K
$1.88M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
13K+ 2.63% |
$185K - $195K
|
508K
$6.98M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.5KNew |
$177K - $187K
|
12.5K
$172K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$172K - $182K
|
12.1K
$166K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9KNew |
$169K - $178K
|
11.9K
$164K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
10.7K+ 36.94% |
$152K - $161K
|
39.8K
$548K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$148K - $157K
|
10.4K
$144K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10KNew |
$143K - $151K
|
10K
$138K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.85K+ 33.06% |
$126K - $133K
|
35.6K
$490K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.15K+ 18.28% |
$116K - $122K
|
52.7K
$725K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.86KNew |
$83.2K - $88K
|
5.86K
$80.7K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.6K+ 8.08% |
$65.3K - $69K
|
61.6K
$847K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.75K+ 120.0% |
$53.2K - $56.3K
|
6.88K
$94.6K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.21K+ 11.24% |
$45.5K - $48.1K
|
31.7K
$436K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.57KNew |
$36.5K - $38.6K
|
2.57K
$35.4K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.21K+ 2.1% |
$31.4K - $33.2K
|
107K
$1.48M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 27.6% |
$31.2K - $33K
|
10.2K
$140K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 199400.0% |
$28.3K - $29.9K
|
2K
$27.5K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5KNew |
$21.2K - $22.5K
|
1.5K
$20.6K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.49K+ 0.77% |
$21.1K - $22.3K
|
196K
$2.69M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 4.14% |
$15.9K - $16.8K
|
28.1K
$387K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
970New |
$13.8K - $14.6K
|
970
$13.3K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
900+ 3.7% |
$12.8K - $13.5K
|
25.2K
$347K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
825+ 2.32% |
$11.7K - $12.4K
|
36.4K
$500K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
732+ 2.35% |
$10.4K - $11K
|
31.8K
$438K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
700+ 2.66% |
$9.93K - $10.5K
|
27.1K
$372K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
570+ 200.0% |
$8.09K - $8.56K
|
855
$11.8K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.84K - $3K
|
200
$2.75K
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.51% |
$1.43K - $1.52K
|
19.8K
$272K
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
79+ 0.7% |
$1.12K - $1.19K
|
11.4K
$156K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
67+ 0.7% |
$951 - $1.01K
|
9.7K
$133K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36+ 0.12% |
$511 - $540
|
31.2K
$430K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.07% |
$199 - $210
|
20.1K
$276K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.26% |
$199 - $210
|
5.42K
$74.5K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10New |
$142 - $150
|
10
$138
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-331- 0.66% |
$4.7K - $4.97K
|
50K
$688K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-337- 9.99% |
$4.78K - $5.06K
|
3.04K
$41.8K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-389- 0.74% |
$5.52K - $5.84K
|
52K
$715K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-413- 2.24% |
$5.86K - $6.2K
|
18.1K
$248K
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-495- 0.46% |
$7.02K - $7.43K
|
107K
$1.48M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-570- 66.67% |
$8.09K - $8.56K
|
285
$3.92K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 2.72% |
$20.8K - $22K
|
52.5K
$722K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2K- 3.3% |
$28.4K - $30K
|
58.7K
$807K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.74K- 19.34% |
$38.9K - $41.1K
|
11.4K
$157K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.44K- 3.39% |
$48.8K - $51.6K
|
98.1K
$1.35M
|