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Get Institutions for : 
Nuveen Select Tax Free Income Portfolio (NXP)  
$13.98 0.02 (0.14%) as of 4:30 Fri 4/26


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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  : 
0.05 (0.36%)  




 
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 1035 - 2023-12-31 1,563,124 $23,103,000 -15,876
   BANK OF AMERICA CORP /DE/ 2482 - 2023-12-31 597,628 $8,833,000 19,925
   WELLS FARGO & CO/MN 1609 - 2023-12-31 566,029 $8,366,000 -13,544
   Hennion & Walsh Asset Management Inc. 36 - 2024-03-31 545,804 $7,881,000 50,727
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 521 - 2023-12-31 508,834 $7,521,000 -2,769
   STEPHENS INC /AR/ 192 - 2023-12-31 476,194 $7,038,000 12,300
   MORGAN STANLEY 3677 - 2023-12-31 419,665 $6,203,000 -30,477
   FIXED INCOME SECURITIES INC 200 - 2023-12-31 411,384 $6,080,000 56,475
   VAN ECK ASSOCIATES CORP 616 - 2023-12-31 257,980 $3,813,000 34,173
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1355 - 2023-12-31 195,405 $2,888,000 19,595
   PROSPERA FINANCIAL SERVICES 255 *New 2023-12-31 186,287 $2,753,000 186,287
   RAYMOND JAMES & ASSOCIATES 2042 - 2023-12-31 144,877 $2,141,000 4,359
   PNC FINANCIAL SERVICES GROUP INC 905 - 2023-12-31 126,520 $1,870,000 -4,736
   ACCESS FINANCIAL SERVICES INC. 28 - 2023-12-31 109,821 $1,623,000 -175
   COMMONWEALTH EQUITY SERVICES LLC. 1806 - 2023-12-31 108,390 $1,602,000 -28,746
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 101,146 $1,495,000 -86
   ROYAL BANK OF CANADA 2802 - 2023-12-31 97,926 $1,447,000 -2,694
   LPL FINANCIAL CORP 2929 - 2023-12-31 73,939 $1,093,000 -22,120
   Advisor Group Holdings Inc. 2621 - 2023-12-31 60,615 $896,000 4,041
   PUTNAM FL INVESTMENT MANAGEMENT CO 270 - 2023-12-31 60,466 $894,000 -26,364
   AMERIPRISE FINANCIAL INC 3164 - 2023-12-31 59,018 $872,000 6,527
   COMERICA BANK 1598 - 2023-12-31 58,868 $870,000 13,437
   GUGGENHEIM CAPITAL LLC 1237 - 2023-12-31 57,112 $844,000 27,952
   BB&T CORP 1675 - 2023-12-31 54,869 $811,000 0
   STIFEL FINANCIAL CORP 2273 - 2023-12-31 53,793 $795,000 -1,094
   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
   JANNEY MONTGOMERY SCOTT LLC 1821 - 2023-12-31 36,764 $543,000 4,306
   PRIVATE CAPITAL MANAGEMENT LLC 93 *New 2024-03-31 37,276 $538,000 37,276
   RAYMOND JAMES TRUST CO 698 - 2023-12-31 33,631 $497,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 735 - 2023-12-31 32,174 $476,000 -136,737
   PINNACLE ASSOCIATES LTD 595 *New 2023-12-31 30,501 $451,000 30,501
   Verity Asset Management Inc. 95 - 2023-12-31 1,947 $447,000 0
   Fortitude Advisory Group L.L.C. 83 - 2023-12-31 29,970 $443,000 0
   Coombe Bender & Co LLC 55 - 2023-12-31 28,897 $427,000 3,917
   Rockefeller Capital Management L.P. 1413 *New 2023-12-31 24,800 $367,000 24,800
   Nelson Van Denburg & Campbell Wealth Management Gr 413 *New 2023-12-31 24,500 $362,000 24,500
   PROVISE MANAGEMENT GROUP LLC 269 - 2023-12-31 23,840 $352,000 1,000
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 101 - 2023-12-31 23,550 $348,000 0
   GLENMEDE TRUST CO NA 1010 - 2023-12-31 22,195 $328,000 0
   Stratos Wealth Partners LTD. 1076 - 2024-03-31 20,991 $303,000 -2,942
   WealthBridge Capital Management LLC 121 - 2023-12-31 20,461 $302,000 -8,934
   Coastal Investment Advisors Inc. 325 - 2024-03-31 20,009 $289,000 0
   Sightline Wealth Advisors LLC - 2023-12-31 19,075 $282,000 145
   ANCORA ADVISORS, LLC 580 - 2023-12-31 18,469 $273,000 -5,713
   CI Private Wealth LLC 1912 *New 2023-12-31 18,075 $267,000 18,075
   Lantz Financial LLC 181 - 2024-03-31 16,867 $244,000 0
   CAPTRUST FINANCIAL ADVISORS 2241 - 2023-12-31 16,502 $244,000 -53,150
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 16,014 $237,000 194
   Midwest Heritage Bank FSB - 2023-12-31 15,979 $236,000 114
   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
   FIRST TRUST ADVISORS LP 2284 - 2023-12-31 14,486 $214,000 -8,580
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 593 - 2023-12-31 13,640 $202,000 0
   Visionary Horizons LLC 72 - 2024-03-31 13,675 $191,000 -1,270
   ESSEX FINANCIAL SERVICES INC 487 - 2023-12-31 12,500 $185,000 0
   Wealthcare Advisory Partners LLC 768 - 2024-03-31 12,688 $183,000 2,688
   NATIONAL ASSET MANAGEMENT, INC. 1277 - 2023-12-31 11,925 $176,000 1,252
   Collaborative Wealth Managment Inc. 163 - 2023-12-31 11,561 $171,000 0
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 163 - 2023-12-31 11,591 $171,000 0
   Summit Financial Wealth Advisors LLC 123 - 2023-12-31 11,492 $170,000 0
   Wealth Dimensions Group Ltd. 135 - 2023-12-31 11,521 $170,000 0
   FINANCIAL NETWORK 2583 - 2023-12-31 10,569 $156,000 -1,100
   CREATIVE PLANNING 2488 *New 2023-12-31 10,520 $155,000 10,520
   Tyche Wealth Partners LLC 277 - 2023-12-31 10,196 $151,000 0
   Capital Advisors Wealth Management LLC 154 *New 2024-03-31 10,460 $151,000 10,460
   Steward Partners Investment Advisory LLC 1554 - 2023-12-31 8,883 $131,000 -13
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1733 - 2023-12-31 7,547 $112,000 -1,900
   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
   Ahrens Investment Partners LLC 301 *New 2023-03-31 3,955 $57,000 3,955
   ADVISORY SERVICES NETWORK, LLC 2057 *New 2023-12-31 3,000 $44,000 3,000
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 1455 - 2023-12-31 1,404 $21,000 0
   CVA Family Office LLC 654 - 2024-03-31 1,285 $19,000 0
   Parallel Advisors LLC 2106 - 2023-12-31 1,000 $15,000 0
   BENJAMIN EDWARDS INC 558 - 2023-12-31 850 $13,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 527 - 2024-03-31 666 $10,000 0
   Rocky Mountain Advisers LLC - 2023-12-31 510 $8,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 550 $8,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 374 - 2024-03-31 375 $5,000 0
   Geneos Wealth Management Inc. - 2023-12-31 285 $4,000 0
   Trust Co 307 *New 2024-03-31 255 $4,000 255
   VitalStone Financial LLC 367 - 2023-12-31 204 $3,000 0
   DAVIDSON D A & CO 1324 *Closed 2023-12-31 0 $0 -21,494
   PROEQUITIES INC. 4016 - 2023-12-31 0 $0 0
   COHEN & STEERS INC 399 *Closed 2023-12-31 0 $0 -52,000
   CULLEN FROST BANKERS INC 1098 - 2023-12-31 3 $0 -5,392
   FNY Investment Advisers LLC 565 *Closed 2023-12-31 0 $0 -200
   WOLVERINE ASSET MANAGEMENT LLC 1167 *Closed 2023-12-31 0 $0 -2,847
   HIGHTOWER ADVISORS, LLC 3429 *Closed 2023-12-31 0 $0 -11,762
   Cetera Investment Advisers 2291 *Closed 2023-12-31 0 $0 -13,507
   Buckingham Strategic Partners 457 *Closed 2023-12-31 0 $0 -15,475
   PRIVATE TRUST CO NA *Closed 2023-12-31 0 $0 -477
  100 Records found
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