Purchases and Sales Made in Q4 2024 in Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP) during Q4 2024. The information is specifically focused on institutions that hold shares of NUVEEN SELECT TAX FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
300KNew |
$4.34M - $4.55M
|
300K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
298K+ 45.31% |
$4.31M - $4.52M
|
956K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
63.3KNew |
$914K - $958K
|
63.3K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
59.2K+ 12.65% |
$855K - $897K
|
527K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
52.8KNew |
$763K - $800K
|
52.8K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.9K+ 47.03% |
$635K - $666K
|
137K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 22.02% |
$421K - $442K
|
162K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21.2KNew |
$307K - $321K
|
21.2K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 23.6% |
$292K - $306K
|
106K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 1.05% |
$230K - $241K
|
1.53M
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 3.49% |
$224K - $235K
|
460K
$6.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 103.18% |
$193K - $203K
|
26.4K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.39K+ 31.38% |
$92.3K - $96.8K
|
26.8K
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.61K+ 13.17% |
$81.1K - $85K
|
48.2K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.82K+ 2.38% |
$69.6K - $72.9K
|
207K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.33K+ 8.22% |
$62.5K - $65.5K
|
57K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 17.0% |
$56.7K - $59.5K
|
27K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.9K+ 0.76% |
$56.3K - $59K
|
518K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 3.23% |
$45.9K - $48.2K
|
102K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.13KNew |
$45.2K - $47.3K
|
3.13K
$44.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.9K+ 21.17% |
$41.8K - $43.9K
|
16.6K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.2K+ 5.19% |
$31.8K - $33.3K
|
44.6K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.9K+ 5.65% |
$27.5K - $28.8K
|
35.5K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.82KNew |
$26.2K - $27.5K
|
1.82K
$26K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7K+ 101.85% |
$24.6K - $25.8K
|
3.38K
$48.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.3K+ 2.19% |
$18.8K - $19.7K
|
60.7K
$871K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
354New |
$5.12K - $5.36K
|
354
$5.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
198+ 1.02% |
$2.86K - $3K
|
19.7K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
155+ 1.39% |
$2.24K - $2.35K
|
11.3K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
131+ 1.38% |
$1.89K - $1.98K
|
9.63K
$138K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.17% |
$881 - $924
|
36.6K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.08% |
$318 - $333
|
28.1K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.12% |
$202 - $212
|
12.1K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-317- 0.58% |
$4.58K - $4.8K
|
53.9K
$774K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 3.71% |
$7.23K - $7.58K
|
13K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-666- 66.6% |
$9.62K - $10.1K
|
334
$4.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-689- 3.32% |
$9.96K - $10.4K
|
20K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1K- 0.2% |
$14.5K - $15.2K
|
495K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06K- 3.57% |
$15.3K - $16K
|
28.5K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.57K- 4.8% |
$22.7K - $23.8K
|
31.2K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 25.0% |
$26K - $27.3K
|
5.4K
$77.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 99.95% |
$28.8K - $30.2K
|
1
$14.4
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.19K- 21.56% |
$31.6K - $33.1K
|
7.96K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.19K- 2.04% |
$31.7K - $33.2K
|
105K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.88K- 1.96% |
$56.1K - $58.8K
|
194K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-4.83K- 28.62% |
$69.8K - $73.1K
|
12K
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.11K- 1.17% |
$88.3K - $92.6K
|
515K
$7.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.33K- 1.77% |
$120K - $126K
|
462K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.84K- 9.85% |
$142K - $149K
|
90K
$1.29M
|