HolderBook

NUVEEN SELECT TAX FREE INCOM (NXQ)

Institutional ownership reported to the SEC as of Q3 2021, across 12 quarters.

55
Reporting holders
$40.7M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
UBS Group AG$7.8M499,0870.00%12q+2.6%+$195.1K
WELLS FARGO & COMPANY/MN$3.0M191,8690.00%12q+23.5%+$569.5K
BANK OF AMERICA CORP /DE/$2.9M184,2630.00%12q-0.5%-$15.1K
Baird Financial Group, Inc.$2.4M150,9400.01%5q+8.4%+$181.6K
Hennion & Walsh Asset Management, Inc.$2.1M137,1840.11%3q-0.7%-$14.8K
FLPUTNAM INVESTMENT MANAGEMENT CO$2.1M132,1810.07%2q-6.2%-$137.3K
UNITED CAPITAL FINANCIAL ADVISERS, LLC$2.0M126,1040.01%12q+3.7%+$70.7K
GUGGENHEIM CAPITAL LLC$1.9M122,4600.01%12q-3.5%-$70.2K
Advisors Asset Management, Inc.$1.8M112,3880.03%9q-25.5%-$599.9K
MORGAN STANLEY$1.7M106,4540.00%16q-7.4%-$132.8K
ROYAL BANK OF CANADA$1.3M82,9420.00%12q-4.2%-$56.9K
Coastal Investment Advisors, Inc.$1.2M76,4470.28%11qHELD
Danda Trouve Investment Management, Inc.$1.1M70,6961.33%8qHELD
VAN ECK ASSOCIATES CORP$1.1M69,2030.00%12q+23.3%+$204.2K
PNC Financial Services Group, Inc.$990.0K63,4580.00%12qHELD
WOLVERINE ASSET MANAGEMENT LLC$641.0K41,0970.01%newNEW
WealthBridge Capital Management, LLC$591.0K37,8380.22%12q+1.3%+$7.8K
Janney Montgomery Scott LLC$563.0K36,0900.00%12q-33.7%-$286.5K
COMMONWEALTH EQUITY SERVICES, LLC$476.0K30,5400.00%12q+24.1%+$92.5K
Raymond James Financial Services Advisors, Inc.$463.0K29,6670.00%12q+1.1%+$4.9K
Kestra Advisory Services, LLC$378.0K24,2410.00%5q-26.2%-$134.4K
Regal Investment Advisors LLC$374.0K23,9680.04%2q+1.3%+$4.6K
HARBOUR INVESTMENTS, INC.$347.0K22,2400.01%3q+19.9%+$57.5K
LPL Financial LLC$332.0K21,2470.00%12q-9.3%-$34.2K
RAYMOND JAMES & ASSOCIATES$321.0K20,5750.00%10q+13.4%+$37.9K
TRUIST FINANCIAL CORP$317.0K20,2850.00%10qHELD
Koshinski Asset Management, Inc.$306.7K19,6500.03%8q+48.3%+$99.9K
Cambridge Investment Research Advisors, Inc.$294.0K18,8080.00%12q-5.1%-$15.9K
Capital Investment Advisors, LLC$259.0K16,5800.01%12q-5.0%-$13.7K
FIRST TRUST ADVISORS LP$251.0K16,0790.00%newNEW
ADVISOR GROUP HOLDINGS, INC.$228.0K14,5660.00%7q+8.0%+$16.9K
RAYMOND JAMES TRUST N.A.$218.0K13,9660.01%12qHELD
Wealth Dimensions Group, Ltd.$189.0K12,1000.12%4qHELD
SMITH CHAS P & ASSOCIATES PA CPAS$158.0K10,1000.01%newNEW
Ancora Advisors, LLC$132.0K8,4560.00%8qHELD
Spire Wealth Management$108.0K6,9120.00%3qHELD
Moisand Fitzgerald Tamayo, LLC$97.0K6,2120.03%12qHELD
Tortoise Investment Management, LLC$87.0K5,6000.02%12q-63.0%-$147.9K
HHM Wealth Advisors, LLC$58.0K3,7000.02%7qHELD
Rockefeller Capital Management L.P.$48.0K3,1260.00%7qHELD
Covington Capital Management$47.0K3,0000.00%newNEW
Tradewinds Capital Management, LLC$39.0K2,5150.01%12qHELD
FIFTH THIRD BANCORP$32.0K2,0460.00%12qHELD
First Horizon Advisors, Inc.$32.0K2,0650.00%3q+0.8%
BENJAMIN F. EDWARDS & COMPANY, INC.$30.0K1,9300.00%12qHELD
Bogart Wealth, LLC$29.0K1,8300.00%12qHELD
BENJAMIN EDWARDS INC$27.0K1,7000.02%11qHELD
CVA Family Office, LLC$20.0K1,3500.01%6qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.0K1,1130.00%4qHELD
Financial Enhancement Group LLC$16.0K1,0110.00%4q-37.2%-$9.5K
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$11.0K6800.00%8qHELD
Financial Management Professionals, Inc.$11.0K7000.00%12qHELD
AdvisorNet Financial, Inc$6.0K3640.00%12q+0.8%
Geneos Wealth Management Inc.$4.0K3000.00%23qHELD
REILLY FINANCIAL ADVISORS, LLC$3.0K2000.00%7qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202155$40.7M2,610,123415140.0%
Q2 202154$42.5M2,572,123510150.0%
Q1 202154$40.0M2,486,281211140.0%
Q4 202057$40.6M2,552,86141490.0%
Q3 202052$44.0M2,939,65127120.0%
Q2 202052$48.8M3,254,747513120.0%
Q1 202048$45.9M3,232,984410140.0%
Q4 201946$46.2M3,027,91951590.0%
Q3 201945$44.7M2,980,67141670.0%
Q2 201951$45.4M3,156,10961570.0%
Q1 201951$44.3M3,177,76851770.0%
Q4 201849$39.9M2,978,3930100.0%