Institutional Ownership Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
21,212
shares
|
$292,089
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
20,151
shares
|
$277,479
0.18% of portfolio
|
Q2 2024
Reduced 18.3%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
20,037
shares
|
$275,909
0.09% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,701
shares
|
$271,282
0.16% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,800
shares
|
$258,876
0.0% of portfolio
|
Q1 2024
Reduced 24.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
18,469
shares
|
$254,318
0.01% of portfolio
|
Q4 2023
Reduced 23.63%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
16,570
shares
|
$228,168
0.17% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
16,188
shares
|
$222,908
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
15,375
shares
|
$211,713
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,171
shares
|
$195,134
0.02% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
12,986
shares
|
$178,817
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
12,250
shares
|
$168,682
0.08% of portfolio
|
Q3 2024
Reduced 38.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,060
shares
|
$166,066
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
12,040
shares
|
$165,790
0.05% of portfolio
|
Q4 2024
Reduced 28.62%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
11,591
shares
|
$159,608
0.01% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
11,521
shares
|
$158,644
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
11,282
shares
|
$155,353
0.08% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,445
shares
|
$143,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
10,196
shares
|
$140,398
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$137,700
0.0% of portfolio
|
Q2 2024
Reduced 21.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,634
shares
|
$132,660
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8,718
shares
|
$120,046
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,959
shares
|
$109,595
0.0% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
6,653
shares
|
$91,611
0.03% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,914
shares
|
$81,435
0.01% of portfolio
|
Q2 2022
New holding
|