Nuveen Select Tax-Free Income Portfolio Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 1.37 M | $19.65 M | -3.78% | 2.19% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.16 M | $16.60 M | -13.87% | 1.85% |
| STEPHENS INC /AR/ | 07/29/2026 | 676.63 K | $9.68 M | 1.53% | 1.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 668.20 K | $9.56 M | -16.69% | 1.07% |
| MORGAN STANLEY | 08/13/2026 | 575.15 K | $8.23 M | 5.26% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 484.23 K | $6.93 M | -10.73% | 0.77% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 396.68 K | $5.68 M | 11.17% | 0.63% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 395.70 K | $5.66 M | -0.27% | 0.63% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 389.68 K | $5.57 M | 21.31% | 0.62% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 367.46 K | $5.26 M | -6.73% | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 340.70 K | $4.88 M | 8.11% | 0.54% |
| LPL FINANCIAL LLC | 08/07/2026 | 287.25 K | $4.11 M | 3.79% | 0.46% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 209.88 K | $3.00 M | 0.02% | 0.34% |
| ROYAL BANK OF CANADA | 08/14/2026 | 145.69 K | $2.09 M | -1.02% | 0.23% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 126.10 K | $1.80 M | 15.33% | 0.20% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 115.43 K | $1.65 M | 7.67% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 103.28 K | $1.48 M | -56.24% | 0.17% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 07/23/2026 | 100.31 K | $1.44 M | -2.42% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 97.60 K | $1.40 M | -3.37% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 90.96 K | $1.30 M | 11.10% | 0.15% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 63.03 K | $901.90 K | 100.00% | 0.10% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 55.37 K | $792.27 K | -4.58% | 0.09% |
| ACCESS FINANCIAL SERVICES, INC. | 07/16/2026 | 54.19 K | $775.47 K | -8.84% | 0.09% |
| MCMILLAN OFFICE, INC. | 08/13/2026 | 52.00 K | $744.12 K | 0.00% | 0.08% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 50.34 K | $720.32 K | 10.18% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 47.23 K | $676.00 K | 0.01% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 43.46 K | $621.90 K | 120.58% | 0.07% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 43.38 K | $621.00 K | 11.14% | 0.07% |
| YOUNGS ADVISORY GROUP, INC. | 07/24/2026 | 39.77 K | $569.03 K | 33.15% | 0.06% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 38.94 K | $557.19 K | -10.17% | 0.06% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 37.48 K | $536.32 K | -12.96% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 36.83 K | $526.97 K | 5.30% | 0.06% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 34.30 K | $490.80 K | -0.65% | 0.05% |
| OMNI 360 WEALTH, INC. | 07/13/2026 | 33.54 K | $479.96 K | -2.90% | 0.05% |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. | 07/24/2026 | 32.82 K | $469.64 K | -0.12% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 31.83 K | $455.44 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 31.58 K | $451.93 K | 0.00% | 0.05% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 30.50 K | $436.46 K | 0.00% | 0.05% |
| STEADTRUST LLC | 07/09/2026 | 30.00 K | $429.30 K | 0.00% | 0.05% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 29.00 K | $414.99 K | 0.00% | 0.05% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 08/06/2026 | 28.30 K | $404.93 K | -12.29% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 27.47 K | $393.05 K | -0.34% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 24.27 K | $347.28 K | 100.00% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 23.76 K | $339.49 K | 19.33% | 0.04% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 23.22 K | $332.21 K | 180.48% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 22.98 K | $328.82 K | 0.16% | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 22.73 K | $325.22 K | 100.00% | 0.04% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 22.67 K | $324.39 K | 100.00% | 0.04% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 20.72 K | $297.36 K | 0.00% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 19.96 K | $285.60 K | 0.50% | 0.03% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.37 M
GUGGENHEIM CAPITAL LLC: 1.16 M
STEPHENS INC /AR/: 676,632
Hennion & Walsh Asset Management, Inc.: 668,196
MORGAN STANLEY: 575,151
BANK OF AMERICA CORP /DE/: 484,228
15.49% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 10.42 M shares in the last 24 months. This purchase volume represents approximately $150.57 M in transactions.