Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
275K+ 192.72% |
$3.54M - $3.86M
|
417K
$6.19M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
240K+ 21.34% |
$3.1M - $3.38M
|
1.37M
$20.3M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 43.49% |
$1.51M - $1.65M
|
387K
$5.74M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
112KNew |
$1.45M - $1.58M
|
112K
$1.67M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
92.9K+ 29.92% |
$1.2M - $1.31M
|
403K
$5.99M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69.3K+ 50.45% |
$894K - $974K
|
207K
$3.07M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65.3KNew |
$843K - $918K
|
65.3K
$969K
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
34.1KNew |
$441K - $480K
|
34.1K
$506K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
24.8K+ 14.75% |
$321K - $349K
|
193K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
23.2K+ 2.65% |
$299K - $326K
|
899K
$13.3M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 32.2% |
$230K - $250K
|
73.1K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 15.16% |
$197K - $214K
|
116K
$1.72M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 59.23% |
$188K - $205K
|
39.2K
$581K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14KNew |
$180K - $196K
|
14K
$207K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.8K+ 9.71% |
$165K - $180K
|
145K
$2.15M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$164K - $179K
|
12.7K
$189K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.5KNew |
$161K - $176K
|
12.5K
$186K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7KNew |
$151K - $164K
|
11.7K
$173K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 31.66% |
$151K - $164K
|
48.5K
$720K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6KNew |
$137K - $150K
|
10.6K
$158K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
10.6KNew |
$136K - $148K
|
10.6K
$157K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.29KNew |
$94K - $102K
|
7.29K
$108K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.12KNew |
$91.9K - $100K
|
7.12K
$106K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.62K+ 3.29% |
$72.6K - $79.1K
|
176K
$2.62M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.6K+ 18.82% |
$72.3K - $78.7K
|
35.4K
$525K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3K+ 4.62% |
$38.7K - $42.2K
|
68K
$1.01M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 15.0% |
$31.2K - $34K
|
18.5K
$275K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 42.44% |
$20.6K - $22.4K
|
5.34K
$79.3K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.2KNew |
$15.5K - $16.9K
|
1.2K
$17.8K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
880+ 1.55% |
$11.4K - $12.4K
|
57.6K
$855K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 4.11% |
$6.46K - $7.03K
|
12.7K
$188K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
500+ 2.24% |
$6.46K - $7.03K
|
22.8K
$339K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
455+ 2.78% |
$5.87K - $6.4K
|
16.8K
$250K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
363New |
$4.69K - $5.1K
|
363
$5.39K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
271+ 1.3% |
$3.5K - $3.81K
|
21.2K
$314K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
204New |
$2.63K - $2.87K
|
204
$3.03K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
157+ 0.28% |
$2.03K - $2.21K
|
56.5K
$838K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115+ 64.97% |
$1.48K - $1.62K
|
292
$4.33K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
45+ 0.68% |
$581 - $633
|
6.65K
$98.7K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.01% |
$25.8 - $28.1
|
13.6K
$202K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$12.9 - $14.1
|
15.4K
$228K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-828- 5.43% |
$10.7K - $11.6K
|
14.4K
$214K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 0.71% |
$22.1K - $24.1K
|
241K
$3.57M
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.95K- 6.96% |
$25.1K - $27.3K
|
26K
$386K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.98K- 7.85% |
$38.5K - $41.9K
|
35K
$520K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3K- 21.07% |
$38.7K - $42.2K
|
11.2K
$167K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.12K- 3.22% |
$53.2K - $57.9K
|
124K
$1.83M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.71K- 16.28% |
$73.7K - $80.2K
|
29.3K
$435K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.42K- 68.45% |
$82.9K - $90.3K
|
2.96K
$43.9K
|