Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
186KNew |
$2.41M - $2.76M
|
186K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
93.3K+ 23.24% |
$1.21M - $1.38M
|
495K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
88.9K+ 27.58% |
$1.15M - $1.32M
|
411K
$6.17M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78KNew |
$1.01M - $1.15M
|
78K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
34.2K+ 15.27% |
$443K - $506K
|
258K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.5KNew |
$395K - $451K
|
30.5K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
28K+ 95.86% |
$362K - $414K
|
57.1K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.8KNew |
$321K - $367K
|
24.8K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.5KNew |
$317K - $363K
|
24.5K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 11.15% |
$254K - $290K
|
195K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.1KNew |
$234K - $268K
|
18.1K
$271K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
14.9KNew |
$194K - $221K
|
14.9K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13.4K+ 29.58% |
$174K - $199K
|
58.9K
$882K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
12.3K+ 2.65% |
$159K - $182K
|
476K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$158K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.2KNew |
$132K - $151K
|
10.2K
$153K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.6K+ 2.34% |
$124K - $142K
|
420K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.53K+ 12.43% |
$84.5K - $96.6K
|
59K
$885K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.27KNew |
$68.3K - $78K
|
5.27K
$79K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.36K+ 3.1% |
$56.4K - $64.5K
|
145K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.31K+ 13.27% |
$55.8K - $63.7K
|
36.8K
$551K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.04K+ 7.14% |
$52.3K - $59.8K
|
60.6K
$909K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.92K+ 15.68% |
$50.7K - $58K
|
28.9K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$45K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.28K+ 18.05% |
$29.5K - $33.8K
|
14.9K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 8.77% |
$25K - $28.6K
|
23.9K
$359K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.29KNew |
$16.6K - $19K
|
1.29K
$19.3K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.25K+ 11.73% |
$16.2K - $18.5K
|
11.9K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 4.38% |
$13K - $14.8K
|
23.8K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
398+ 0.07% |
$5.15K - $5.89K
|
598K
$8.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 0.91% |
$3.89K - $4.44K
|
33.1K
$497K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
194+ 1.23% |
$2.51K - $2.87K
|
16K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
145+ 0.77% |
$1.88K - $2.15K
|
19.1K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
114+ 0.72% |
$1.48K - $1.69K
|
16K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.15% |
$168 - $192
|
8.88K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-86- 0.08% |
$1.11K - $1.27K
|
101K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-175- 0.16% |
$2.27K - $2.59K
|
110K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-185- 0.33% |
$2.4K - $2.74K
|
55.2K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 1.99% |
$14.2K - $16.2K
|
53.8K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 9.43% |
$14.2K - $16.3K
|
10.6K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.9K- 20.11% |
$24.6K - $28.1K
|
7.55K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.69K- 2.68% |
$34.9K - $39.9K
|
97.9K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.77K- 0.54% |
$35.9K - $41K
|
509K
$7.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.74K- 3.61% |
$61.3K - $70.1K
|
127K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.39K- 99.94% |
$69.8K - $79.8K
|
3
$45
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.71K- 23.63% |
$74K - $84.6K
|
18.5K
$277K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.91K- 50.69% |
$89.5K - $102K
|
6.72K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.58K- 37.2% |
$111K - $127K
|
14.5K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.93K- 30.39% |
$116K - $132K
|
20.5K
$307K
|