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 | 05/05/2026 | 1.43 M | $20.47 M | 9.16% | 2.74% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.35 M | $19.33 M | 32.82% | 2.59% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 802.07 K | $11.51 M | -5.92% | 1.54% |
| STEPHENS INC /AR/ | 04/28/2026 | 666.43 K | $9.56 M | 15.64% | 1.28% |
| MORGAN STANLEY | 05/15/2026 | 546.43 K | $7.84 M | 44.07% | 1.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 542.46 K | $7.78 M | 19.50% | 1.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 396.78 K | $5.69 M | -6.31% | 0.76% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 393.98 K | $5.65 M | 47.40% | 0.76% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 356.84 K | $5.12 M | -7.31% | 0.69% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 321.23 K | $4.57 M | 56.98% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 315.14 K | $4.52 M | 38.58% | 0.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 276.77 K | $3.97 M | 104.99% | 0.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 236.02 K | $3.39 M | 13.02% | 0.45% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 209.84 K | $3.01 M | 0.33% | 0.40% |
| ROYAL BANK OF CANADA | 05/15/2026 | 147.20 K | $2.11 M | 46.02% | 0.28% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 109.34 K | $1.57 M | 62.99% | 0.21% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 107.21 K | $1.54 M | 65.46% | 0.21% |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 04/08/2026 | 102.79 K | $1.48 M | 147.25% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 101.01 K | $1.45 M | 12.19% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 81.88 K | $1.17 M | 47.29% | 0.16% |
| ACCESS FINANCIAL SERVICES, INC. | 04/15/2026 | 59.45 K | $853.05 K | 0.00% | 0.11% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 58.03 K | $832.66 K | 0.63% | 0.11% |
| 04/23/2026 | 52.00 K | $746.20 K | 0.00% | 0.10% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 47.23 K | $678.00 K | 37.99% | 0.09% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 45.69 K | $655.61 K | 74.39% | 0.09% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 43.35 K | $622.02 K | -6.63% | 0.08% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 43.06 K | $617.88 K | 100.00% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 39.03 K | $560.00 K | 100.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 34.97 K | $501.86 K | 82.67% | 0.07% |
| OMNI 360 WEALTH, INC. | 04/13/2026 | 34.54 K | $495.65 K | 11.35% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 34.52 K | $495.37 K | 42.27% | 0.07% |
| 04/30/2026 | 32.86 K | $471.51 K | 0.00% | 0.06% | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 05/05/2026 | 32.26 K | $462.95 K | -19.87% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 31.83 K | $456.71 K | 0.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 31.58 K | $453.19 K | 0.00% | 0.06% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 30.50 K | $437.68 K | 0.00% | 0.06% |
| 04/15/2026 | 30.00 K | $430.50 K | 0.00% | 0.06% | |
| YOUNGS ADVISORY GROUP, INC. | 04/23/2026 | 29.87 K | $428.56 K | 5.90% | 0.06% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 29.00 K | $416.15 K | 0.00% | 0.06% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 27.56 K | $395.49 K | -3.50% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 22.94 K | $329.22 K | 0.10% | 0.04% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 21.80 K | $312.86 K | 100.00% | 0.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 21.17 K | $303.76 K | 100.00% | 0.04% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 20.72 K | $297.36 K | 4.68% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 19.91 K | $281.31 K | 100.00% | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 19.86 K | $284.97 K | 100.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 19.70 K | $282.72 K | 29.05% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 18.62 K | $267.14 K | 45.67% | 0.04% |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | 05/04/2026 | 17.87 K | $256.44 K | 0.00% | 0.03% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 17.36 K | $249.13 K | 0.08% | 0.03% |
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Nuveen Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 153 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
GUGGENHEIM CAPITAL LLC: 1.35 M
Hennion & Walsh Asset Management, Inc.: 802,072
STEPHENS INC /AR/: 666,432
MORGAN STANLEY: 546,428
BANK OF AMERICA CORP /DE/: 542,458
19.07% of Nuveen Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 10.50 M shares in the last 24 months. This purchase volume represents approximately $151.76 M in transactions.