Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
96K+ 6.48% |
$1.27M - $1.41M
|
1.58M
$23.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
73K+ 22.21% |
$965K - $1.07M
|
402K
$5.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
50.4K+ 29.07% |
$666K - $739K
|
224K
$3.33M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
45.4KNew |
$601K - $666K
|
45.4K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
33K+ 7.66% |
$436K - $483K
|
464K
$6.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 5.11% |
$329K - $364K
|
512K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$205K - $227K
|
15.5K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5KNew |
$179K - $198K
|
13.5K
$201K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1KNew |
$173K - $192K
|
13.1K
$195K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.6KNew |
$167K - $185K
|
12.6K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 26.43% |
$156K - $173K
|
56.6K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.7K+ 27.1% |
$155K - $171K
|
54.9K
$816K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 8.84% |
$147K - $163K
|
137K
$2.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 44.46% |
$139K - $154K
|
34.1K
$507K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 84.99% |
$134K - $148K
|
22K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.15K+ 3080.81% |
$121K - $134K
|
9.45K
$140K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.1K+ 5.46% |
$120K - $133K
|
176K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.2K+ 11.52% |
$95.1K - $105K
|
69.7K
$1.04M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.23KNew |
$69.1K - $76.5K
|
5.23K
$77.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.12K+ 29.65% |
$41.2K - $45.7K
|
13.6K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.85KNew |
$37.6K - $41.7K
|
2.85K
$42.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.18K+ 9.9% |
$28.8K - $31.9K
|
24.2K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$26.4K - $29.2K
|
2K
$29.7K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.95KNew |
$25.7K - $28.5K
|
1.95K
$29K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
642+ 4.94% |
$8.49K - $9.41K
|
13.6K
$203K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
459+ 29.54% |
$6.07K - $6.72K
|
2.01K
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278+ 0.94% |
$3.68K - $4.07K
|
30K
$446K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
272+ 1.46% |
$3.6K - $3.98K
|
18.9K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
217+ 0.95% |
$2.87K - $3.18K
|
23.1K
$343K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
159+ 0.49% |
$2.1K - $2.33K
|
32.8K
$488K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
138+ 0.88% |
$1.82K - $2.02K
|
15.8K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
68+ 0.32% |
$899 - $996
|
21.5K
$320K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42+ 0.4% |
$555 - $615
|
10.7K
$159K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
18+ 0.06% |
$238 - $264
|
29.4K
$437K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-113- 0.45% |
$1.49K - $1.66K
|
25K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-147- 0.28% |
$1.94K - $2.15K
|
52.5K
$781K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-232- 1.49% |
$3.07K - $3.4K
|
15.4K
$229K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-510- 0.91% |
$6.74K - $7.47K
|
55.4K
$823K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-576- 0.57% |
$7.61K - $8.44K
|
101K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-763- 7.9% |
$10.1K - $11.2K
|
8.9K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-819- 1.47% |
$10.8K - $12K
|
54.9K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 0.94% |
$21.2K - $23.5K
|
169K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.87K- 8.95% |
$37.9K - $42K
|
29.2K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 5.45% |
$39.7K - $44K
|
52K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.29K- 3.17% |
$43.5K - $48.2K
|
101K
$1.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4KClosed |
$52.9K - $58.6K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.04K- 2.79% |
$53.4K - $59.1K
|
141K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.89K- 29.34% |
$64.6K - $71.6K
|
11.8K
$175K
|