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 0.17 (1.17%) as of 4:30 Fri 5/10


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
   BANK OF AMERICA CORP /DE/ 2482 - 2023-12-31 597,628 $8,833,000 19,925
   Hennion & Walsh Asset Management Inc. 36 - 2024-03-31 545,804 $7,881,000 50,727
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 568 - 2024-03-31 510,922 $7,378,000 2,088
   STEPHENS INC /AR/ 192 - 2023-12-31 476,194 $7,038,000 12,300
   FIXED INCOME SECURITIES INC 200 - 2023-12-31 411,384 $6,080,000 56,475
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1391 - 2024-03-31 215,138 $3,107,000 19,733
   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
   MELFA WEALTH MANAGEMENT LLC 21 - 2024-03-31 101,235 $1,462,000 89
   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
   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
   AdvisorNet Financial Inc 257 - 2024-03-31 46,073 $665,000 12,938
   JANNEY MONTGOMERY SCOTT LLC 1921 - 2024-03-31 37,996 $549,000 1,232
   Nelson Van Denburg & Campbell Wealth Management Gr 522 - 2024-03-31 26,080 $377,000 1,580
   WealthBridge Capital Management LLC 132 - 2024-03-31 20,479 $296,000 18
   Sightline Wealth Advisors LLC 61 - 2024-03-31 19,212 $277,000 137
   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
   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
   FNY Investment Advisers LLC 538 - 2024-03-31 200 $2,000 200
  24 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