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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-4.27KClosed |
$56.5K - $61.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$23.8K - $26.6K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$224K - $251K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-20.4KClosed |
$289K - $324K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$224K - $251K
|
15.8K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34.4KClosed |
$487K - $546K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6KClosed |
$150K - $169K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-107KClosed |
$1.51M - $1.7M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-14.3KClosed |
$203K - $227K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.95K- 14.36% |
$56K - $62.7K
|
23.6K
$347K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.98KClosed |
$28.1K - $31.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 44.85% |
$16.2K - $18.1K
|
1.4K
$20.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2KClosed |
$28.3K - $31.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2New |
$28.3 - $31.8
|
2
$29.5
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.3KClosed |
$500K - $560K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.4KClosed |
$190K - $213K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-750- 2.2% |
$11.8K - $13K
|
33.4K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
496New |
$7.8K - $8.59K
|
496
$7.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.48KClosed |
$54.7K - $60.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285New |
$4.48K - $4.94K
|
285
$4.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.5KNew |
$181K - $200K
|
11.5K
$170K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.09K+ 171.42% |
$143K - $157K
|
14.4K
$212K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.39KNew |
$37.7K - $41.5K
|
2.39K
$35.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.95K+ 79.09% |
$30.6K - $33.7K
|
4.41K
$65K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
962+ 33.02% |
$15.1K - $16.7K
|
3.88K
$57.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
666New |
$10.5K - $11.5K
|
666
$9.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.49KNew |
$70.6K - $77.8K
|
4.49K
$66.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.5KClosed |
$55K - $60.6K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.52KClosed |
$71K - $78.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-266Closed |
$4.46K - $4.98K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.18KClosed |
$36.4K - $40.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10KClosed |
$168K - $188K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$419K - $468K
|
25K
$369K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.07KClosed |
$18.1K - $19.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-750Closed |
$12.7K - $13.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$16.5K - $18.5K
|
1K
$14.7K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-285Closed |
$4.7K - $5.27K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-285Closed |
$4.7K - $5.27K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-960Closed |
$15.8K - $17.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.5KClosed |
$305K - $342K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-19.5KClosed |
$317K - $347K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
3.5KNew |
$57K - $62.3K
|
3.5K
$51.6K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
3KNew |
$48.8K - $53.4K
|
3K
$44.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-710Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-402Closed |
$5.77K - $6.34K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-51KClosed |
$733K - $804K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50Closed |
$659 - $848
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-15.7KClosed |
$249K - $262K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-800Closed |
$12.7K - $13.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-49.6KClosed |
$758K - $799K
|
0
$0
|
|