Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69.8K+ 27.65% |
$992K - $1.02M
|
322K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
66.5K+ 4.69% |
$944K - $974K
|
1.48M
$22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 25.39% |
$367K - $379K
|
128K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.7K+ 6.02% |
$265K - $273K
|
329K
$4.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$219K - $226K
|
15.5K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9KNew |
$169K - $174K
|
11.9K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11.6KNew |
$164K - $169K
|
11.6K
$172K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$163K - $168K
|
11.5K
$171K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5KNew |
$149K - $154K
|
10.5K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
10.5K+ 2.5% |
$149K - $154K
|
431K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$143K - $147K
|
10.1K
$149K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10KNew |
$142K - $147K
|
10K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.41K+ 9.14% |
$62.6K - $64.5K
|
52.6K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.16K+ 21.38% |
$59.1K - $60.9K
|
23.6K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 31.46% |
$56.6K - $58.4K
|
16.6K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.76K+ 230.58% |
$53.4K - $55.1K
|
5.4K
$80.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.43K+ 2.43% |
$48.8K - $50.3K
|
145K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.88K+ 42.44% |
$40.9K - $42.2K
|
9.66K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 25.64% |
$37.6K - $38.8K
|
13K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.55KNew |
$22.1K - $22.8K
|
1.55K
$23.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.53K+ 2.51% |
$21.7K - $22.4K
|
62.5K
$927K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
829New |
$11.8K - $12.1K
|
829
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
814+ 1.48% |
$11.6K - $11.9K
|
55.7K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
770+ 0.61% |
$10.9K - $11.3K
|
126K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
477New |
$6.77K - $6.99K
|
477
$7.08K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
458+ 2.05% |
$6.5K - $6.71K
|
22.8K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
456New |
$6.48K - $6.68K
|
456
$6.77K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
343+ 1.17% |
$4.87K - $5.02K
|
29.7K
$441K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
232+ 1.51% |
$3.29K - $3.4K
|
15.6K
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
137+ 0.88% |
$1.95K - $2.01K
|
15.7K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
113+ 0.53% |
$1.6K - $1.66K
|
21.4K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
68+ 0.07% |
$966 - $996
|
92.1K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19+ 0.13% |
$270 - $278
|
14.5K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
17+ 0.06% |
$241 - $249
|
29.4K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 1.02% |
$42.6 - $44
|
297
$4.41K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$42.6 - $44
|
10.6K
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 0.16% |
$1.01K - $1.04K
|
44.7K
$664K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 0.76% |
$3.55K - $3.66K
|
32.7K
$485K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-263- 3.69% |
$3.73K - $3.85K
|
6.86K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-340- 0.6% |
$4.83K - $4.98K
|
55.9K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 0.82% |
$20K - $20.7K
|
171K
$2.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.7K- 4.8% |
$24.1K - $24.8K
|
33.6K
$499K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.95K- 1.11% |
$27.7K - $28.5K
|
173K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.23K- 0.37% |
$31.7K - $32.7K
|
597K
$8.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.4K- 2.14% |
$34.1K - $35.2K
|
110K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 24.13% |
$48K - $49.5K
|
10.6K
$158K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 0.92% |
$64.2K - $66.3K
|
487K
$7.22M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-4.88K- 16.29% |
$69.4K - $71.6K
|
25.1K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.49K- 4.3% |
$106K - $110K
|
167K
$2.47M
|