Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
287K+ 40.97% |
$3.8M - $4.15M
|
989K
$14.7M
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
267K+ 44.83% |
$3.53M - $3.86M
|
862K
$12.8M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
71.5KNew |
$947K - $1.03M
|
71.5K
$1.06M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50.9K+ 20.55% |
$674K - $735K
|
298K
$4.43M
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
35.2KNew |
$466K - $508K
|
35.2K
$522K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.6K+ 6.06% |
$432K - $471K
|
571K
$8.47M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.6K+ 6.06% |
$432K - $471K
|
571K
$8.47M
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
29.4KNew |
$390K - $425K
|
29.4K
$437K
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 250.0% |
$331K - $361K
|
35K
$519K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
16.9KNew |
$223K - $244K
|
16.9K
$250K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.8K+ 78.25% |
$222K - $243K
|
38.2K
$568K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 8.87% |
$177K - $193K
|
164K
$2.43M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.6K+ 5.63% |
$167K - $183K
|
237K
$3.52M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 21.62% |
$134K - $147K
|
57K
$846K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.38KNew |
$124K - $136K
|
9.38K
$139K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.12KNew |
$94.2K - $103K
|
7.12K
$106K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.18K+ 5.18% |
$81.9K - $89.4K
|
125K
$1.86M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.16K+ 23.1% |
$81.6K - $89K
|
32.8K
$487K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5.91KNew |
$78.3K - $85.5K
|
5.91K
$87.8K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 3.53% |
$65K - $71K
|
144K
$2.14M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.29K+ 10.35% |
$43.5K - $47.5K
|
35K
$520K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.23KNew |
$42.8K - $46.7K
|
3.23K
$47.9K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 3.37% |
$38.3K - $41.8K
|
88.6K
$1.31M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.42K+ 8.07% |
$32K - $34.9K
|
32.4K
$481K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.29K+ 17.25% |
$30.3K - $33.1K
|
15.6K
$231K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 2.49% |
$26.9K - $29.4K
|
83.7K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
621+ 5.08% |
$8.22K - $8.97K
|
12.9K
$191K
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
275+ 0.41% |
$3.64K - $3.97K
|
68.1K
$1.01M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
189+ 0.92% |
$2.5K - $2.73K
|
20.7K
$307K
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.64% |
$1.35K - $1.47K
|
16K
$238K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
63+ 0.97% |
$834 - $910
|
6.54K
$97.1K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 0.04% |
$662 - $723
|
139K
$2.07M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49+ 0.34% |
$649 - $708
|
14.7K
$218K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
36+ 0.95% |
$477 - $520
|
3.84K
$57K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.05% |
$212 - $231
|
35K
$520K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5+ 0.21% |
$66.2 - $72.3
|
2.4K
$35.6K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-2Closed |
$26.5 - $28.9
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-546- 3.71% |
$7.23K - $7.89K
|
14.2K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-576- 99.83% |
$7.63K - $8.32K
|
1
$14.8
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-750- 0.58% |
$9.93K - $10.8K
|
128K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-768- 47.47% |
$10.2K - $11.1K
|
850
$12.6K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-840- 7.37% |
$11.1K - $12.1K
|
10.6K
$157K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.09K- 71.43% |
$14.4K - $15.7K
|
434
$6.44K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2KClosed |
$26.5K - $28.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 7.16% |
$34.6K - $37.8K
|
34K
$504K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.86K- 93.46% |
$37.8K - $41.3K
|
200
$2.97K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.2K- 3.91% |
$55.6K - $60.7K
|
103K
$1.53M
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-4.27KClosed |
$56.5K - $61.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.2K- 33.69% |
$109K - $118K
|
16.1K
$239K
|