Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
223K+ 91.22% |
$3.2M - $3.39M
|
468K
$6.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
143K+ 27.87% |
$2.06M - $2.18M
|
658K
$9.77M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.9K+ 1422.26% |
$1.09M - $1.15M
|
81.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.9K+ 105.18% |
$687K - $727K
|
93.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 8.46% |
$498K - $526K
|
445K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.3K+ 41.26% |
$449K - $475K
|
107K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
29.1KNew |
$417K - $441K
|
29.1K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 1.43% |
$307K - $324K
|
1.52M
$22.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15K+ 69.99% |
$216K - $228K
|
36.5K
$542K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12KNew |
$173K - $183K
|
12K
$179K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 34.77% |
$158K - $167K
|
42.6K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 13.78% |
$149K - $157K
|
85.6K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.03K+ 18.0% |
$115K - $122K
|
52.6K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.37K+ 344.9% |
$106K - $112K
|
9.5K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.93K+ 23.89% |
$56.3K - $59.6K
|
20.4K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 0.76% |
$55.7K - $58.9K
|
515K
$7.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.64K+ 9.4% |
$52.2K - $55.2K
|
42.4K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 0.72% |
$48.6K - $51.4K
|
471K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.29K+ 3.46% |
$47.2K - $49.9K
|
98.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.46K+ 5.65% |
$35.3K - $37.4K
|
46K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.28KNew |
$32.6K - $34.5K
|
2.28K
$33.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$30.6K - $32.4K
|
2.14K
$31.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.12K+ 3.75% |
$16.1K - $17.1K
|
31.1K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 4.88% |
$15.4K - $16.3K
|
23.1K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
800+ 1.37% |
$11.5K - $12.1K
|
59.4K
$881K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
788New |
$11.3K - $12K
|
788
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
710+ 3.01% |
$10.2K - $10.8K
|
24.3K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
288+ 0.15% |
$4.13K - $4.37K
|
198K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.87K - $3.03K
|
200
$2.97K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
149+ 0.77% |
$2.14K - $2.26K
|
19.5K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
117+ 1.06% |
$1.68K - $1.77K
|
11.1K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$1.43K - $1.52K
|
100
$1.48K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.01% |
$28.7 - $30.3
|
33.6K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- -0.0% |
$14.3 - $15.2
|
24.8K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48- 0.16% |
$688 - $728
|
29.6K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.91% |
$1.33K - $1.41K
|
10.1K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-169- 1.18% |
$2.42K - $2.56K
|
14.2K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-186- 10.01% |
$2.67K - $2.82K
|
1.67K
$24.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-234- 0.43% |
$3.36K - $3.55K
|
54.2K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-500- 0.1% |
$7.17K - $7.59K
|
496K
$7.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-771- 3.59% |
$11.1K - $11.7K
|
20.7K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-788- 48.73% |
$11.3K - $12K
|
829
$12.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-831- 0.41% |
$11.9K - $12.6K
|
203K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-964- 3.16% |
$13.8K - $14.6K
|
29.6K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.23K- 1.22% |
$17.6K - $18.6K
|
99.9K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 18.84% |
$24K - $25.4K
|
7.2K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.7K- 1.27% |
$24.4K - $25.8K
|
132K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2K- 12.91% |
$28.7K - $30.3K
|
13.5K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.55K- 11.21% |
$50.8K - $53.8K
|
28.1K
$417K
|