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 | 02/14/2025 | 1.53 M | $23.20 M | 1.05% | 3.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 956,400 | $14.49 M | 45.31% | 1.94% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 527,231 | $7.99 M | 12.65% | 1.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 518,404 | $7.85 M | 0.76% | 1.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 515,007 | $7.80 M | -1.17% | 1.05% |
| STEPHENS INC /AR/ | 01/28/2025 | 494,574 | $7.49 M | -0.20% | 1.01% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 300,100 | $4.55 M | 100.00% | 0.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 207,963 | $3.15 M | -17.50% | 0.42% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 207,378 | $3.14 M | 2.38% | 0.42% |
| PROSPERA FINANCIAL SERVICES INC | 02/13/2025 | 194,029 | $2.94 M | -1.96% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 161,594 | $2.45 M | 22.02% | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 137,388 | $2.08 M | 47.03% | 0.28% |
| ACCESS FINANCIAL SERVICES, INC. | 01/16/2025 | 107,771 | $1.63 M | 0.00% | 0.22% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 105,116 | $1.59 M | -2.04% | 0.21% |
| ROYAL BANK OF CANADA | 02/14/2025 | 101,577 | $1.54 M | 3.23% | 0.21% |
| MELFA WEALTH MANAGEMENT, LLC | 01/17/2025 | 90,037 | $1.36 M | -9.85% | 0.18% |
| HIRTLE CALLAGHAN & CO LLC | 02/11/2025 | 63,260 | $958,389 | 100.00% | 0.13% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 60,684 | $919,363 | 2.19% | 0.12% |
| ADVISORNET FINANCIAL, INC | 01/13/2025 | 56,960 | $862,944 | 8.22% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2025 | 53,924 | $816,949 | -0.58% | 0.11% |
| BROYHILL ASSET MANAGEMENT | 02/13/2025 | 52,807 | $800,026 | 100.00% | 0.11% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/05/2025 | 50,356 | $762,893 | 0.00% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 01/27/2025 | 48,207 | $730,345 | 13.17% | 0.10% |
| BREAKWATER CAPITAL GROUP | 01/14/2025 | 44,563 | $675,129 | 5.19% | 0.09% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 36,604 | $554,557 | 0.17% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 31,182 | $472,403 | -4.80% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 01/22/2025 | 31,094 | $471,080 | 0.00% | 0.06% |
| PINNACLE ASSOCIATES LTD | 02/14/2025 | 30,501 | $462,088 | 0.00% | 0.06% |
| 02/07/2025 | 29,070 | $440,411 | 0.00% | 0.06% | |
| ESSEX FINANCIAL SERVICES, INC. | 01/29/2025 | 29,000 | $439,350 | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 28,503 | $430,749 | -3.57% | 0.06% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 28,118 | $425,999 | 0.08% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 27,026 | $409,446 | 17.00% | 0.05% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 01/15/2025 | 26,756 | $405,349 | 31.38% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 26,351 | $399,218 | 103.18% | 0.05% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/17/2025 | 26,080 | $395,112 | 0.00% | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/13/2025 | 24,830 | $376,175 | 0.00% | 0.05% |
| PROVISE MANAGEMENT GROUP, LLC | 02/11/2025 | 24,310 | $368,297 | 0.00% | 0.05% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 02/03/2025 | 23,550 | $356,782 | 0.00% | 0.05% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 02/13/2025 | 21,212 | $316,059 | 100.00% | 0.04% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 02/03/2025 | 20,037 | $303,566 | -3.32% | 0.04% |
| SIGHTLINE WEALTH ADVISORS, LLC | 01/13/2025 | 19,701 | $298,465 | 1.02% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 18,800 | $284,820 | 0.00% | 0.04% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 18,469 | $279,805 | 0.00% | 0.04% |
| VISIONARY HORIZONS, LLC | 01/28/2025 | 16,570 | $251,036 | 21.17% | 0.03% |
| ANNEX ADVISORY SERVICES, LLC | 01/16/2025 | 15,375 | $232,924 | 0.00% | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/30/2025 | 14,171 | $214,691 | 0.00% | 0.03% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 12,986 | $196,738 | -3.71% | 0.03% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/28/2025 | 12,250 | $182,893 | 0.00% | 0.02% |
| 01/31/2025 | 12,060 | $179,820 | 0.12% | 0.02% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.53 M
Hennion & Walsh Asset Management, Inc.: 956,400
GUGGENHEIM CAPITAL LLC: 527,231
Cambridge Investment Research Advisors, Inc.: 518,404
WELLS FARGO & COMPANY/MN: 515,007
STEPHENS INC /AR/: 494,574
17.21% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 8.90 M shares in the last 24 months. This purchase volume represents approximately $133.53 M in transactions.