Security key
67062F100
NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXP)
CUSIP: 67062F100
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 8,405,451
- Share change
- -11,181
- Total reported value
- $120,762,460
- Price per share
- $14.37
- Number of holders
- 93
- Value change
- -$181,859
- Number of buys
- 38
- Number of sells
- 22
Report period
Q1 2025
Institutions
93
Top holders
10
NXP full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
NUVEEN SELECT TAX FREE INCOME PORTFOLIO SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 67062F100
Recent filing periods:
Top shareholders of NXP - NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,531,290
|
$23,199,044 | — | 31 Dec 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
956,400
|
$14,489,460 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
527,231
|
$7,987,550 | — | 31 Dec 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
518,404
|
$7,854,000 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
515,007
|
$7,802,355 | — | 31 Dec 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
—
class O/S missing
|
494,574
|
$7,492,796 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
462,289
|
$7,003,678 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
460,292
|
$6,973,434 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
300,100
|
$4,546,519 | — | 31 Dec 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
207,963
|
$3,150,639 | — | 31 Dec 2024 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
—
class O/S missing
|
207,378
|
$3,142,000 | — | 31 Dec 2024 | |
| Prospera Financial Services Inc |
13F
|
Company |
—
class O/S missing
|
194,029
|
$2,939,575 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
161,594
|
$2,448,000 | — | 31 Dec 2024 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
—
class O/S missing
|
137,388
|
$2,081,432 | — | 31 Dec 2024 | |
| ACCESS FINANCIAL SERVICES, INC. |
13F
|
Company |
—
class O/S missing
|
107,771
|
$1,632,731 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
105,741
|
$1,601,977 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
105,116
|
$1,592,515 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
101,577
|
$1,539,000 | — | 31 Dec 2024 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
90,037
|
$1,364,057 | — | 31 Dec 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
60,684
|
$919,363 | — | 31 Dec 2024 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
—
class O/S missing
|
56,960
|
$862,944 | — | 31 Dec 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
53,924
|
$816,949 | — | 31 Dec 2024 | |
| Broyhill Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
52,807
|
$800,026 | — | 31 Dec 2024 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
52,365
|
$793,329 | — | 31 Dec 2024 | |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
50,356
|
$762,893 | — | 31 Dec 2024 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
48,207
|
$730,345 | — | 31 Dec 2024 | |
| Breakwater Capital Group |
13F
|
Company |
—
class O/S missing
|
44,563
|
$675,129 | — | 31 Dec 2024 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
36,604
|
$554,557 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
35,529
|
$538,000 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
31,182
|
$472,403 | — | 31 Dec 2024 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
—
class O/S missing
|
31,094
|
$471,080 | — | 31 Dec 2024 | |
| PINNACLE ASSOCIATES LTD |
13F
|
Company |
—
class O/S missing
|
30,501
|
$462,088 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
30,036
|
$455,062 | — | 31 Dec 2024 | |
| Blake Schutter Theil Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
29,070
|
$440,411 | — | 31 Dec 2024 | |
| Essex Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
29,000
|
$439,350 | — | 31 Dec 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
—
class O/S missing
|
28,118
|
$425,999 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
27,026
|
$409,446 | — | 31 Dec 2024 | |
| Capital Advisors Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
26,756
|
$405,349 | — | 31 Dec 2024 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
26,351
|
$399,218 | — | 31 Dec 2024 | |
| Avior Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
26,080
|
$395,112 | — | 31 Dec 2024 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
24,830
|
$376,175 | — | 31 Dec 2024 | |
| ProVise Management Group, LLC |
13F
|
Company |
—
class O/S missing
|
24,310
|
$368,297 | — | 31 Dec 2024 | |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
13F
|
Company |
—
class O/S missing
|
23,550
|
$356,782 | — | 31 Dec 2024 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
—
class O/S missing
|
22,195
|
$336,254 | — | 31 Dec 2024 | |
| Summit Financial Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
21,212
|
$316,059 | — | 31 Dec 2024 | |
| WealthBridge Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
20,037
|
$303,566 | — | 31 Dec 2024 | |
| Sightline Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
19,701
|
$298,465 | — | 31 Dec 2024 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
18,800
|
$284,820 | — | 31 Dec 2024 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
18,469
|
$279,805 | — | 31 Dec 2024 | |
| VISIONARY HORIZONS, LLC |
13F
|
Company |
—
class O/S missing
|
16,570
|
$251,036 | — | 31 Dec 2024 |
Institutional Holders of NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXP) as of Q1 2025
As of 31 Mar 2025,
NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXP) was held by
93 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,405,451 shares.
The largest 10 holders included
UBS Group AG, Hennion & Walsh Asset Management, Inc., GUGGENHEIM CAPITAL LLC, STEPHENS INC /AR/, Cambridge Investment Research Advisors, Inc., BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
94
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
86
Q1 2025 holders
93
Holder diff
7
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.