Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nuveen Select Tax Free Income Portfolio (NXP)  
$14.35 0.04 (0.28%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    4
Total shares held : 
 7,669,024  
% of shares held : 
 46.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -48,925  
% of shares held change : 
   -0.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.54  
Last Quarter's Ending Price : 
 $14.78  
Last Quarter's Average Price : 
 $13.93  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (3.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 302,956
 3.95%
 
Increased Positions :
21
 307,604
 4.01%
 
Unchanged Positions :
34
 337,406
 4.4%
 
Decreased Positions :
24
-487,661
-6.36%
 
Closed Positions :
12
-171,824
-2.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 1120 - 2024-03-31 1,589,398 $22,951,000 26,274
   BANK OF AMERICA CORP /DE/ 2550 - 2024-03-31 617,456 $8,916,000 19,828
   Hennion & Walsh Asset Management Inc. 36 - 2024-03-31 545,804 $7,881,000 50,727
   WELLS FARGO & CO/MN 1693 - 2024-03-31 540,305 $7,802,000 -25,724
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 568 - 2024-03-31 510,922 $7,378,000 2,088
   STEPHENS INC /AR/ 207 - 2024-03-31 482,294 $6,964,000 6,100
   MORGAN STANLEY 3706 - 2024-03-31 409,644 $5,915,000 -10,021
   FIXED INCOME SECURITIES INC 250 - 2024-03-31 374,016 $5,401,000 -37,368
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1391 - 2024-03-31 215,138 $3,107,000 19,733
   VAN ECK ASSOCIATES CORP 739 - 2024-03-31 210,133 $3,034,000 -47,847
   PROSPERA FINANCIAL SERVICES 255 *New 2023-12-31 186,287 $2,753,000 186,287
   RAYMOND JAMES & ASSOCIATES 2118 - 2024-03-31 145,425 $2,100,000 548
   COMMONWEALTH EQUITY SERVICES LLC. 1778 - 2024-03-31 136,906 $1,977,000 28,516
   GUGGENHEIM CAPITAL LLC 904 - 2024-03-31 129,711 $1,873,000 72,599
   PNC FINANCIAL SERVICES GROUP INC 936 - 2024-03-31 126,520 $1,827,000 0
   ACCESS FINANCIAL SERVICES INC. 41 - 2024-03-31 108,771 $1,571,000 -1,050
   MELFA WEALTH MANAGEMENT LLC 21 - 2024-03-31 101,235 $1,462,000 89
   ROYAL BANK OF CANADA 2743 - 2024-03-31 96,747 $1,397,000 -1,179
   LPL FINANCIAL CORP 3040 - 2024-03-31 75,592 $1,092,000 1,653
   Advisor Group Holdings Inc. 2322 - 2024-03-31 68,551 $990,000 7,936
   PUTNAM FL INVESTMENT MANAGEMENT CO 279 - 2024-03-31 57,359 $828,000 -3,107
   AMERIPRISE FINANCIAL INC 3171 - 2024-03-31 56,474 $815,000 -2,544
   BB&T CORP 1692 - 2024-03-31 55,869 $807,000 1,000
   COMERICA BANK 1649 - 2024-03-31 55,644 $804,000 -3,224
   Capital Investment Advisors LLC 315 - 2024-03-31 55,085 $795,000 -100
   AdvisorNet Financial Inc 257 - 2024-03-31 46,073 $665,000 12,938
   STIFEL FINANCIAL CORP 2516 - 2024-03-31 39,742 $574,000 -14,051
   JANNEY MONTGOMERY SCOTT LLC 1921 - 2024-03-31 37,996 $549,000 1,232
   PRIVATE CAPITAL MANAGEMENT LLC 93 *New 2024-03-31 37,276 $538,000 37,276
   Verity Asset Management Inc. 95 - 2023-12-31 1,947 $447,000 0
   PINNACLE ASSOCIATES LTD 610 - 2024-03-31 30,501 $440,000 0
   Fortitude Advisory Group L.L.C. 89 - 2024-03-31 29,970 $433,000 0
   RAYMOND JAMES TRUST CO 799 - 2024-03-31 29,022 $419,000 -4,609
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 783 - 2024-03-31 27,592 $398,000 -4,582
   Nelson Van Denburg & Campbell Wealth Management Gr 522 - 2024-03-31 26,080 $377,000 1,580
   Coombe Bender & Co LLC 58 - 2024-03-31 24,665 $356,000 -4,232
   PROVISE MANAGEMENT GROUP LLC 229 - 2024-03-31 23,840 $344,000 0
   DAVIDSON D A & CO 1124 - 2024-03-31 23,665 $342,000 23,665
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 108 - 2024-03-31 23,550 $340,000 0
   GLENMEDE TRUST CO NA 1038 - 2024-03-31 22,195 $320,000 0
   Stratos Wealth Partners LTD. 1076 - 2024-03-31 20,991 $303,000 -2,942
   WealthBridge Capital Management LLC 132 - 2024-03-31 20,479 $296,000 18
   Coastal Investment Advisors Inc. 325 - 2024-03-31 20,009 $289,000 0
   Sightline Wealth Advisors LLC 61 - 2024-03-31 19,212 $277,000 137
   Rockefeller Capital Management L.P. 1602 - 2024-03-31 18,800 $271,000 -6,000
   ANCORA ADVISORS, LLC 594 - 2024-03-31 18,469 $267,000 0
   CI Private Wealth LLC 1962 - 2024-03-31 17,938 $259,000 -137
   Lantz Financial LLC 181 - 2024-03-31 16,867 $244,000 0
   Midwest Heritage Bank FSB 49 - 2024-03-31 16,086 $232,000 107
   Breakwater Capital Group 241 - 2024-03-31 15,634 $226,000 715
   ANNEX ADVISORY SERVICES, LLC 258 - 2024-03-31 15,375 $222,000 1
   Windsor Group LTD 150 - 2023-09-30 16,188 $215,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 612 *New 2024-03-31 13,980 $202,000 13,980
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 601 - 2024-03-31 13,640 $197,000 0
   Visionary Horizons LLC 72 - 2024-03-31 13,675 $191,000 -1,270
   SWMG LLC 96 *New 2024-03-31 13,257 $191,000 13,257
   JONES FINANCIAL COMPANIES LLLP 471 *New 2024-03-31 12,787 $185,000 12,787
   Wealthcare Advisory Partners LLC 768 - 2024-03-31 12,688 $183,000 2,688
   ESSEX FINANCIAL SERVICES INC 518 - 2024-03-31 12,500 $181,000 0
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 170 - 2024-03-31 11,591 $167,000 0
   Wealth Dimensions Group Ltd. 142 - 2024-03-31 11,521 $166,000 0
   FINANCIAL NETWORK 2624 - 2024-03-31 10,569 $153,000 0
   Capital Advisors Wealth Management LLC 154 *New 2024-03-31 10,460 $151,000 10,460
   CAPTRUST FINANCIAL ADVISORS 2016 - 2024-03-31 10,273 $148,000 -6,229
   Tyche Wealth Partners LLC 272 - 2024-03-31 10,196 $147,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1316 - 2024-03-31 10,673 $142,000 -1,252
   Steward Partners Investment Advisory LLC 1635 - 2024-03-31 8,853 $128,000 -30
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1750 - 2024-03-31 8,090 $117,000 543
   HARBOUR INVESTMENTS INC. 1137 - 2023-12-31 6,722 $99,000 -6,909
   CLEAN YIELD GROUP - 2023-12-31 6,653 $98,000 0
   Moisand Fitzgerald Tamayo LLC 143 - 2024-03-31 5,914 $85,000 0
   Pinnacle Bank 354 - 2024-03-31 4,491 $65,000 0
   WOLVERINE ASSET MANAGEMENT LLC 612 - 2024-03-31 4,457 $64,000 4,457
   Ahrens Investment Partners LLC 301 *New 2023-03-31 3,955 $57,000 3,955
   Tradewinds Capital Management LLC 189 - 2024-03-31 2,394 $35,000 0
   HORIZON BANCORP /IN/ 163 - 2024-03-31 2,253 $33,000 0
   CWM LLC 2641 - 2024-03-31 2,013 $29,000 0
   NBC SECURITIES INC. 1326 - 2024-03-31 1,995 $28,000 0
   ORG Partners LLC 207 *New 2024-03-31 1,617 $23,000 1,617
   BENJAMIN F. EDWARDS & COMPANY INC. 1525 - 2024-03-31 1,404 $20,000 0
   CVA Family Office LLC 654 - 2024-03-31 1,285 $19,000 0
   Parallel Advisors LLC 2135 - 2024-03-31 1,000 $14,000 0
   BENJAMIN EDWARDS INC 617 - 2024-03-31 850 $12,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 527 - 2024-03-31 666 $10,000 0
   Householder Group Estate & Retirement Specialist L 858 - 2024-03-31 550 $8,000 0
   Rocky Mountain Advisers LLC 245 - 2024-03-31 510 $7,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 374 - 2024-03-31 375 $5,000 0
   Geneos Wealth Management Inc. 1772 - 2024-03-31 285 $4,000 0
   Trust Co 307 *New 2024-03-31 255 $4,000 255
   Goss Wealth Management LLC 3237 *New 2024-03-31 242 $3,000 242
   FNY Investment Advisers LLC 538 - 2024-03-31 200 $2,000 200
   TOWER RESEARCH CAPITAL LLC 5074 *New 2024-03-31 161 $2,000 161
   FIRST TRUST ADVISORS LP 2334 *Closed 2024-03-31 0 $0 -14,486
   ADVISORY SERVICES NETWORK, LLC 1776 *Closed 2024-03-31 0 $0 -3,000
   SOUTHERN CAPITAL ADVISORS LLC 76 *Closed 2024-03-31 0 $0 -16,014
   VitalStone Financial LLC 471 *Closed 2024-03-31 0 $0 -204
   PROEQUITIES INC. 5727 - 2024-03-31 0 $0 0
   CREATIVE PLANNING 2860 *Closed 2024-03-31 0 $0 -10,520
   Summit Financial Wealth Advisors LLC 143 *Closed 2024-03-31 0 $0 -11,492
   Collaborative Wealth Managment Inc. 176 *Closed 2024-03-31 0 $0 -11,561
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us