Latest Institutional Transactions on Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information on the latest institutional transactions involving Nuveen Select Tax Free Income Portfolio (NXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1K- 0.2% |
$14.5K - $15.2K
|
495K
$6.81M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.61K+ 13.17% |
$81.1K - $85K
|
48.2K
$664K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-4.83K- 28.62% |
$69.8K - $73.1K
|
12K
$166K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.84K- 9.85% |
$142K - $149K
|
90K
$1.24M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.39K+ 31.38% |
$92.3K - $96.8K
|
26.8K
$368K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198+ 1.02% |
$2.86K - $3K
|
19.7K
$271K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
354New |
$5.12K - $5.36K
|
354
$4.87K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$1.43K - $1.52K
|
100
$1.38K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.23K- 9.07% |
$74.9K - $79.3K
|
52.4K
$721K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.46K+ 5.65% |
$35.3K - $37.4K
|
46K
$634K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48- 0.16% |
$688 - $728
|
29.6K
$407K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
710+ 3.01% |
$10.2K - $10.8K
|
24.3K
$335K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- -0.0% |
$14.3 - $15.2
|
24.8K
$342K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.96K- 10.58% |
$85.4K - $90.4K
|
50.4K
$693K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.28KNew |
$32.6K - $34.5K
|
2.28K
$31.3K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-169- 1.18% |
$2.42K - $2.56K
|
14.2K
$195K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
29.1KNew |
$417K - $441K
|
29.1K
$400K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.76K- 38.78% |
$111K - $118K
|
12.3K
$169K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.9K+ 1422.26% |
$1.09M - $1.15M
|
81.3K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-71.9K- 50.59% |
$1.03M - $1.09M
|
70.2K
$967K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.05K- 1.82% |
$58K - $61.4K
|
218K
$3M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
788New |
$11.3K - $12K
|
788
$10.9K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-788- 48.73% |
$11.3K - $12K
|
829
$11.4K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.83% |
$27.7 - $29.1
|
244
$3.36K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 0.33% |
$472 - $495
|
10.3K
$142K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-4.51K- 18.3% |
$62.6K - $65.7K
|
20.2K
$277K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 81.07% |
$157K - $165K
|
25.3K
$349K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86KNew |
$39.6K - $41.6K
|
2.86K
$39.3K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 21.19% |
$37.3K - $39.1K
|
10K
$138K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.4K+ 46566.67% |
$19.4K - $20.3K
|
1.4K
$19.3K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
848+ 19.03% |
$11.8K - $12.3K
|
5.31K
$73K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
16.5K+ 132.0% |
$229K - $240K
|
29K
$399K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
$121K - $127K
|
8.72K
$120K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
43.6KNew |
$604K - $634K
|
43.6K
$600K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-459- 22.8% |
$6.37K - $6.68K
|
1.55K
$21.4K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.85KNew |
$81.1K - $85.1K
|
5.85K
$80.5K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161New |
$2.32K - $2.4K
|
161
$2.22K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.3KNew |
$191K - $197K
|
13.3K
$183K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6K- 24.19% |
$86.3K - $89.3K
|
18.8K
$259K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137- 0.76% |
$1.97K - $2.04K
|
17.9K
$247K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 6.45% |
$22.7K - $23.5K
|
26.1K
$359K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.61K- 13.7% |
$66.3K - $68.6K
|
29K
$400K
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$14.4 - $14.9
|
15.4K
$212K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
255New |
$3.67K - $3.79K
|
255
$3.51K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.71K- 23.63% |
$74K - $84.6K
|
18.5K
$254K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$136K - $156K
|
10.5K
$145K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.58K- 37.2% |
$111K - $127K
|
14.5K
$199K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 9.43% |
$14.2K - $16.3K
|
10.6K
$146K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$38.9K - $44.4K
|
3K
$41.3K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.74K- 3.61% |
$61.3K - $70.1K
|
127K
$1.74M
|