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 | 01/29/2026 | 1.31 M | $18.43 M | -3.48% | 2.51% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.01 M | $14.30 M | 6.72% | 1.95% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 852.51 K | $12.02 M | -7.39% | 1.64% |
| STEPHENS INC /AR/ | 02/05/2026 | 576.30 K | $8.13 M | 16.16% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 453.93 K | $6.40 M | 5.15% | 0.87% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 423.49 K | $5.97 M | -6.31% | 0.81% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 384.97 K | $5.43 M | 6.81% | 0.74% |
| MORGAN STANLEY | 02/13/2026 | 379.28 K | $5.35 M | -5.88% | 0.73% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 267.28 K | $3.77 M | 19.67% | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 227.41 K | $3.21 M | -5.78% | 0.44% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 209.15 K | $2.95 M | 2.73% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 208.83 K | $2.94 M | 4.68% | 0.40% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 204.64 K | $2.89 M | 24.87% | 0.39% |
| LPL FINANCIAL LLC | 02/11/2026 | 135.02 K | $1.90 M | 1.52% | 0.26% |
| ROYAL BANK OF CANADA | 02/17/2026 | 100.81 K | $1.42 M | -4.61% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 90.04 K | $1.27 M | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 67.09 K | $945.90 K | -7.56% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 65.00 K | $916.49 K | 8.03% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 64.80 K | $913.62 K | 31.54% | 0.12% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 61.12 K | $861.72 K | 0.00% | 0.12% |
| ACCESS FINANCIAL SERVICES, INC. | 01/21/2026 | 59.45 K | $838.19 K | 0.00% | 0.11% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 57.66 K | $813.01 K | -1.79% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 55.59 K | $783.81 K | -12.01% | 0.11% |
| 02/12/2026 | 52.00 K | $733.20 K | 100.00% | 0.10% | |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 46.42 K | $654.56 K | -4.40% | 0.09% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 01/21/2026 | 41.58 K | $586.21 K | 0.88% | 0.08% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/09/2026 | 40.26 K | $567.69 K | -14.10% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 34.23 K | $483.00 K | -1.04% | 0.07% |
| 02/06/2026 | 32.86 K | $463.30 K | 100.00% | 0.06% | |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 31.83 K | $448.75 K | 0.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 31.58 K | $445.29 K | 0.00% | 0.06% |
| OMNI 360 WEALTH, INC. | 01/29/2026 | 31.02 K | $440.77 K | 100.00% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 30.93 K | $436.07 K | 100.00% | 0.06% |
| PINNACLE ASSOCIATES LTD | 02/05/2026 | 30.50 K | $430.05 K | 0.00% | 0.06% |
| 01/21/2026 | 30.00 K | $423.00 K | 0.00% | 0.06% | |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 29.00 K | $408.90 K | 0.00% | 0.06% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 28.56 K | $402.70 K | 11.09% | 0.05% |
| YOUNGS ADVISORY GROUP, INC. | 01/14/2026 | 28.20 K | $397.62 K | 107.73% | 0.05% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 26.20 K | $369.39 K | 2.15% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 24.27 K | $342.15 K | 5.07% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 22.92 K | $323.15 K | -9.70% | 0.04% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 22.20 K | $312.95 K | 100.00% | 0.04% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 19.80 K | $279.12 K | 0.05% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.15 K | $269.94 K | -18.04% | 0.04% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 02/02/2026 | 17.87 K | $251.97 K | 0.00% | 0.03% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 17.35 K | $244.59 K | 0.17% | 0.03% |
| PLAN GROUP FINANCIAL, LLC | 02/03/2026 | 16.54 K | $233.21 K | 0.00% | 0.03% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 16.52 K | $232.88 K | -5.23% | 0.03% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/06/2026 | 16.39 K | $231.07 K | -7.93% | 0.03% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 15.99 K | $225.50 K | 100.00% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Nuveen Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
UBS Group AG: 1.43 M
STEPHENS INC /AR/: 666,432
Cambridge Investment Research Advisors, Inc.: 396,781
COMMONWEALTH EQUITY SERVICES, LLC: 236,022
Prospera Financial Services Inc: 209,840
Stratos Wealth Partners, LTD.: 107,212
16.13% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 9.40 M shares in the last 24 months. This purchase volume represents approximately $135.84 M in transactions.