Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
115K+ 88.69% |
$1.6M - $1.68M
|
245K
$3.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
43.6KNew |
$604K - $634K
|
43.6K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.8K+ 256.14% |
$454K - $477K
|
45.5K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6KNew |
$411K - $432K
|
29.6K
$440K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23.1K+ 147.68% |
$320K - $336K
|
38.7K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 34.52% |
$270K - $284K
|
76K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.5K+ 132.0% |
$229K - $240K
|
29K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
13.8K+ 2.86% |
$191K - $201K
|
496K
$7.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13KNew |
$180K - $189K
|
13K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 81.07% |
$157K - $165K
|
25.3K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.3K+ 6.08% |
$157K - $165K
|
198K
$2.93M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8K+ 101.41% |
$150K - $158K
|
21.5K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 50.57% |
$147K - $155K
|
31.6K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
$121K - $127K
|
8.72K
$129K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.98K+ 33.71% |
$111K - $116K
|
31.6K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.06K+ 3.28% |
$98K - $103K
|
222K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
6.29K+ 16.87% |
$87.2K - $91.6K
|
43.6K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.98K+ 57.16% |
$82.9K - $87.1K
|
16.4K
$244K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.92K+ 36.72% |
$82.1K - $86.1K
|
22K
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$86.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.34KNew |
$74K - $77.7K
|
5.34K
$79.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86KNew |
$39.6K - $41.6K
|
2.86K
$42.4K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 4.86% |
$37.7K - $39.5K
|
58.6K
$869K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.95K+ 3.5% |
$27K - $28.3K
|
57.6K
$855K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.4K+ 46566.67% |
$19.4K - $20.3K
|
1.4K
$20.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.02K+ 4.97% |
$14.1K - $14.8K
|
21.5K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
848+ 19.03% |
$11.8K - $12.3K
|
5.31K
$78.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
700+ 5.13% |
$9.71K - $10.2K
|
14.3K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
421+ 0.1% |
$5.84K - $6.13K
|
410K
$6.09M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
421+ 0.1% |
$5.84K - $6.13K
|
410K
$6.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$1.97K - $2.07K
|
19.4K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 0.33% |
$472 - $495
|
10.3K
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.23% |
$277 - $291
|
8.87K
$132K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.83% |
$27.7 - $29.1
|
244
$3.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-126- 0.12% |
$1.75K - $1.83K
|
101K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-240- 1.01% |
$3.33K - $3.49K
|
23.6K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-300- 0.06% |
$4.16K - $4.37K
|
511K
$7.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-398- 0.53% |
$5.52K - $5.79K
|
75.2K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-459- 22.8% |
$6.37K - $6.68K
|
1.55K
$23.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-610- 1.11% |
$8.46K - $8.88K
|
54.5K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-651- 1.64% |
$9.03K - $9.48K
|
39.1K
$580K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1K- 0.92% |
$13.9K - $14.6K
|
108K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.05K- 1.83% |
$14.5K - $15.2K
|
56.3K
$836K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.47K- 3.19% |
$20.4K - $21.4K
|
44.6K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.64K- 1.69% |
$22.7K - $23.8K
|
95.1K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 21.19% |
$37.3K - $39.1K
|
10K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 10.01% |
$38.3K - $40.2K
|
24.8K
$368K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 2.03% |
$38.5K - $40.4K
|
134K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.35K- 2.31% |
$46.5K - $48.8K
|
142K
$2.11M
|