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Get Institutions for : 
Nuveen Select Tax Free Income Portfolio (NXP)  
$14.35 0.17 (1.17%) as of 4:30 Fri 5/10


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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  : 
0.42 (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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BB&T CORP 1675 - 2023-12-31 54,869 $811,000 0
   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
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 108 - 2024-03-31 23,550 $340,000 0
   GLENMEDE TRUST CO NA 1010 - 2023-12-31 22,195 $328,000 0
   Coastal Investment Advisors Inc. 325 - 2024-03-31 20,009 $289,000 0
   Lantz Financial LLC 181 - 2024-03-31 16,867 $244,000 0
   Windsor Group LTD 150 - 2023-09-30 16,188 $215,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 601 - 2024-03-31 13,640 $197,000 0
   ESSEX FINANCIAL SERVICES INC 518 - 2024-03-31 12,500 $181,000 0
   Collaborative Wealth Managment Inc. 163 - 2023-12-31 11,561 $171,000 0
   Wealth Dimensions Group Ltd. 135 - 2023-12-31 11,521 $170,000 0
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 170 - 2024-03-31 11,591 $167,000 0
   Tyche Wealth Partners LLC 272 - 2024-03-31 10,196 $147,000 0
   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
   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. 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 2106 - 2023-12-31 1,000 $15,000 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
   VitalStone Financial LLC 367 - 2023-12-31 204 $3,000 0
   PROEQUITIES INC. 5727 - 2024-03-31 0 $0 0

  33 Records found
  1    
  Page 1 of 1
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