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Get Institutions for : 
Nuveen Select Tax Free Income Portfolio (NXP)  
$15.12 0.05 (0.33%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    0
Total shares held : 
 7,659,692  
% of shares held : 
 46.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -95,193  
% of shares held change : 
   -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.43  
Last Quarter's Ending Price : 
 $14.49  
Last Quarter's Average Price : 
 $14.25  
Change from last quarter's     
avg. price to the last closing  : 
0.87 (6.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 68,013
 0.89%
 
Increased Positions :
23
 278,227
 3.63%
 
Unchanged Positions :
36
 496,776
 6.49%
 
Decreased Positions :
26
-425,012
-5.55%
 
Closed Positions :
5
-16,421
-0.21%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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 1176 - 2024-06-30 1,493,982 $21,648,000 -95,416
   WELLS FARGO & CO/MN 1728 - 2024-06-30 526,624 $7,631,000 -13,681
   Hennion & Walsh Asset Management Inc. 41 - 2024-06-30 514,734 $7,458,000 -31,070
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 576 - 2024-06-30 510,622 $7,399,000 -300
   STEPHENS INC /AR/ 198 - 2024-06-30 496,074 $7,188,000 13,780
   BANK OF AMERICA CORP /DE/ 2787 - 2024-06-30 467,237 $6,770,000 -150,219
   MORGAN STANLEY 3678 - 2024-06-30 410,065 $5,942,000 421
   FIXED INCOME SECURITIES INC 281 - 2024-06-30 323,861 $4,693,000 -50,155
   GUGGENHEIM CAPITAL LLC 628 - 2024-06-30 244,756 $3,547,000 115,045
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1386 - 2024-06-30 222,202 $3,220,000 7,064
   VAN ECK ASSOCIATES CORP 766 - 2024-06-30 203,394 $2,947,000 -6,739
   PROSPERA FINANCIAL SERVICES 268 - 2024-06-30 197,620 $2,864,000 1,779
   RAYMOND JAMES & ASSOCIATES 2139 - 2024-06-30 142,072 $2,059,000 -3,353
   COMMONWEALTH EQUITY SERVICES LLC. 1785 - 2024-06-30 134,132 $1,944,000 -2,774
   PNC FINANCIAL SERVICES GROUP INC 922 - 2024-06-30 126,520 $1,833,000 0
   ACCESS FINANCIAL SERVICES INC. 30 - 2024-06-30 107,771 $1,562,000 -1,000
   MELFA WEALTH MANAGEMENT LLC 24 - 2024-06-30 101,109 $1,465,000 -126
   ROYAL BANK OF CANADA 2790 - 2024-06-30 95,109 $1,378,000 -1,638
   AMERIPRISE FINANCIAL INC 3048 - 2024-06-30 75,968 $1,101,000 19,494
   LPL FINANCIAL CORP 3108 - 2024-06-30 75,194 $1,090,000 -398
   BB&T CORP 1660 - 2024-06-30 58,584 $849,000 2,715
   COMERICA BANK 1587 - 2024-06-30 57,590 $834,000 1,946
   PUTNAM FL INVESTMENT MANAGEMENT CO 343 - 2024-06-30 56,312 $816,000 -1,047
   Capital Investment Advisors LLC 317 - 2024-06-30 54,475 $789,000 -610
   JONES FINANCIAL COMPANIES LLLP 497 - 2024-06-30 45,540 $660,000 32,753
   AdvisorNet Financial Inc 261 - 2024-06-30 44,605 $646,000 -1,468
   PRIVATE CAPITAL MANAGEMENT LLC 90 - 2024-06-30 43,566 $631,000 6,290
   STIFEL FINANCIAL CORP 2537 - 2024-06-30 39,091 $566,000 -651
   Breakwater Capital Group 156 - 2024-06-30 38,722 $561,000 23,088
   JANNEY MONTGOMERY SCOTT LLC 1901 - 2024-06-30 33,627 $487,000 -4,369
   Stratos Wealth Partners LTD. 920 - 2024-06-30 31,607 $458,000 10,616
   DAVIDSON D A & CO 1003 - 2024-06-30 31,642 $458,000 7,977
   PINNACLE ASSOCIATES LTD 602 - 2024-06-30 30,501 $442,000 0
   Advisor Group Holdings Inc. 2844 - 2024-06-30 30,523 $442,000 -38,028
   Fortitude Advisory Group L.L.C. 76 - 2024-06-30 29,970 $434,000 0
   Kestra Advisory Services LLC 1854 *New 2024-06-30 29,641 $429,000 29,641
   ESSEX FINANCIAL SERVICES INC 400 - 2024-06-30 29,000 $426,000 16,500
   RAYMOND JAMES TRUST CO 806 - 2024-06-30 29,022 $421,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 509 - 2024-06-30 26,080 $378,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 520 - 2024-06-30 25,314 $367,000 11,334
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 780 - 2024-06-30 24,831 $360,000 -2,761
   PROVISE MANAGEMENT GROUP LLC 229 - 2024-06-30 23,600 $342,000 -240
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 105 - 2024-06-30 23,550 $341,000 0
   GLENMEDE TRUST CO NA 1034 - 2024-06-30 22,195 $322,000 0
   Cetera Investment Advisers 2950 - 2024-06-30 22,026 $319,000 5,916
   NATIONAL ASSET MANAGEMENT, INC. 1014 - 2024-06-30 21,497 $313,000 10,824
   WealthBridge Capital Management LLC 128 - 2024-06-30 21,497 $311,000 1,018
   Coombe Bender & Co LLC 68 - 2024-06-30 20,151 $292,000 -4,514
   Coastal Investment Advisors Inc. 317 - 2024-06-30 20,009 $290,000 0
   Sightline Wealth Advisors LLC 60 - 2024-06-30 19,354 $280,000 142
   Rockefeller Capital Management L.P. 1558 - 2024-06-30 18,800 $272,000 0
   ANCORA ADVISORS, LLC 582 - 2024-06-30 18,469 $268,000 0
   CI Private Wealth LLC 1978 - 2024-06-30 17,938 $261,000 0
   BANK OF NEW YORK MELLON CORP 3772 *New 2024-06-30 17,209 $249,000 17,209
   Lantz Financial LLC 183 - 2024-06-30 16,867 $244,000 0
   Capital Advisors Wealth Management LLC 137 - 2024-06-30 16,439 $238,000 5,979
   ANNEX ADVISORY SERVICES, LLC 258 - 2024-06-30 15,375 $223,000 0
   Windsor Group LTD 150 - 2023-09-30 16,188 $215,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 603 - 2024-06-30 14,340 $208,000 700
   Visionary Horizons LLC 79 - 2024-06-30 13,675 $198,000 0
   Concurrent Investment Advisors LLC 867 *New 2024-06-30 12,969 $188,000 12,969
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 164 - 2024-06-30 11,591 $168,000 0
   Wealth Dimensions Group Ltd. 140 - 2024-06-30 11,521 $167,000 0
   Sanctuary Advisors LLC 2203 - 2024-06-30 11,482 $161,000 0
   Midwest Heritage Bank FSB 53 - 2024-06-30 11,010 $160,000 -5,076
   FINANCIAL NETWORK 2624 - 2024-03-31 10,569 $153,000 0
   CAPTRUST FINANCIAL ADVISORS 2071 - 2024-06-30 10,307 $149,000 34
   HARBOUR INVESTMENTS INC. 1055 - 2024-06-30 10,240 $148,000 0
   Tyche Wealth Partners LLC 264 - 2024-06-30 10,196 $148,000 0
   Wealthcare Advisory Partners LLC 799 - 2024-06-30 10,000 $145,000 -2,688
   Steward Partners Investment Advisory LLC 1650 - 2024-06-30 8,873 $129,000 20
   ROTHSCHILD INVESTMENT LLC 583 - 2024-06-30 8,718 $126,000 0
   CLEAN YIELD GROUP 170 - 2024-06-30 6,653 $96,000 0
   Moisand Fitzgerald Tamayo LLC 139 - 2024-06-30 5,914 $86,000 0
   Lynx Investment Advisory 193 - 2024-06-30 5,845 $85,000 0
   WOLVERINE ASSET MANAGEMENT LLC 624 - 2024-06-30 5,305 $77,000 848
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 1020 *New 2024-06-30 5,338 $77,000 5,338
   Pinnacle Bank 351 - 2024-06-30 4,491 $65,000 0
   Ahrens Investment Partners LLC 301 *New 2023-03-31 3,955 $57,000 3,955
   Atlantic Trust Group LLC 1736 *New 2024-06-30 2,856 $42,000 2,856
   Tradewinds Capital Management LLC 205 - 2024-06-30 2,394 $35,000 0
   NBC SECURITIES INC. 1326 - 2024-06-30 1,995 $28,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2279 - 2024-06-30 1,858 $27,000 -6,232
   CWM LLC 2991 - 2024-06-30 1,554 $23,000 -459
   ORG Partners LLC 778 - 2024-06-30 1,617 $23,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1537 - 2024-06-30 1,404 $20,000 0
   CULLEN FROST BANKERS INC 773 - 2024-06-30 1,400 $20,000 1,397
   CVA Family Office LLC 645 - 2024-06-30 1,285 $19,000 0
   Parallel Advisors LLC 2151 - 2024-06-30 1,000 $14,000 0
   BENJAMIN EDWARDS INC 610 - 2024-06-30 850 $12,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 491 - 2024-06-30 666 $10,000 0
   Rocky Mountain Advisers LLC 236 - 2024-06-30 510 $7,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 360 - 2024-06-30 375 $5,000 0
   Goss Wealth Management LLC 3107 - 2024-06-30 244 $4,000 2
   Geneos Wealth Management Inc. 1751 - 2024-06-30 285 $4,000 0
   Trust Co 303 - 2024-06-30 255 $4,000 0
   Householder Group Estate & Retirement Specialist L 1247 *Closed 2024-06-30 0 $0 -550
   HORIZON BANCORP /IN/ 230 *Closed 2024-06-30 0 $0 -2,253
   TOWER RESEARCH CAPITAL LLC 5800 *Closed 2024-06-30 0 $0 -161
   FNY Investment Advisers LLC 764 *Closed 2024-06-30 0 $0 -200
  100 Records found
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