NUVEEN SELECT TAX FREE INCOM (NXR)
Institutional ownership reported to the SEC as of Q3 2021, across 12 quarters.
34
Reporting holders
$29.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $5.5M | 317,626 | 0.00% | 12q | -5.4%-$310.8K |
| Hennion & Walsh Asset Management, Inc. | $5.0M | 291,268 | 0.26% | 3q | +6.4%+$303.0K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 223,876 | 0.00% | 12q | +23.0%+$721.4K |
| WELLS FARGO & COMPANY/MN | $3.0M | 175,836 | 0.00% | 12q | -18.6%-$690.6K |
| MORGAN STANLEY | $2.4M | 140,613 | 0.00% | 16q | -1.2%-$30.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 88,739 | 0.00% | 12q | HELD |
| GUGGENHEIM CAPITAL LLC | $1.5M | 84,695 | 0.01% | 12q | -1.8%-$27.1K |
| Coastal Investment Advisors, Inc. | $998.0K | 57,968 | 0.24% | 11q | HELD |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | $558.0K | 32,400 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $495.0K | 28,752 | 0.02% | 3q | +35.2%+$128.8K |
| RAYMOND JAMES & ASSOCIATES | $484.0K | 28,132 | 0.00% | 12q | -11.7%-$64.0K |
| Capital Investment Advisors, LLC | $451.0K | 26,202 | 0.02% | 12q | HELD |
| Raymond James Financial Services Advisors, Inc. | $410.0K | 23,809 | 0.00% | 11q | +6.5%+$25.1K |
| TRUIST FINANCIAL CORP | $409.0K | 23,780 | 0.00% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $398.0K | 23,116 | 0.00% | 8q | +6.0%+$22.4K |
| Advisors Asset Management, Inc. | $350.0K | 20,315 | 0.01% | 8q | -0.7%-$2.4K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $329.0K | 19,100 | 0.01% | 2q | HELD |
| Ahrens Investment Partners LLC | $319.0K | 18,542 | 0.15% | 3q | HELD |
| Bank of New York Mellon Corp | $227.0K | 13,167 | 0.00% | 9q | HELD |
| AMERIPRISE FINANCIAL INC | $224.0K | 12,651 | 0.00% | 12q | +2.8%+$6.0K |
| RAYMOND JAMES TRUST N.A. | $221.0K | 12,832 | 0.01% | 12q | HELD |
| ROYAL BANK OF CANADA | $96.0K | 5,550 | 0.00% | 12q | -26.5%-$34.7K |
| HHM Wealth Advisors, LLC | $94.0K | 5,450 | 0.03% | 7q | HELD |
| PNC Financial Services Group, Inc. | $80.0K | 4,640 | 0.00% | 12q | HELD |
| Pinnacle Bancorp, Inc. | $76.0K | 4,400 | 0.03% | 12q | HELD |
| Jacobi Capital Management LLC | $61.0K | 3,537 | 0.01% | 12q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $52.0K | 3,000 | 0.00% | 7q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $43.0K | 2,509 | 0.00% | new | NEW |
| CULLEN/FROST BANKERS, INC. | $28.0K | 1,600 | 0.00% | 11q | HELD |
| Koshinski Asset Management, Inc. | $24.1K | 1,400 | 0.00% | new | NEW |
| Ancora Advisors, LLC | $17.0K | 1,000 | 0.00% | 12q | -92.4%-$205.9K |
| Tortoise Investment Management, LLC | $15.0K | 900 | 0.00% | 12q | -80.9%-$63.3K |
| BENJAMIN F. EDWARDS & COMPANY, INC. | $12.0K | 695 | 0.00% | 12q | HELD |
| ROCKY MOUNTAIN ADVISERS, LLC | $9.0K | 500 | 0.01% | 12q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2021 | 34 | $29.3M | 1,698,600 | 2 | 6 | 9 | 0.0% |
| Q2 2021 | 35 | $32.0M | 1,711,646 | 3 | 4 | 12 | 0.0% |
| Q1 2021 | 33 | $28.3M | 1,680,817 | 1 | 5 | 8 | 0.0% |
| Q4 2020 | 37 | $26.9M | 1,537,301 | 2 | 11 | 6 | 0.0% |
| Q3 2020 | 36 | $27.9M | 1,698,470 | 2 | 9 | 10 | 0.0% |
| Q2 2020 | 36 | $32.0M | 1,976,559 | 2 | 10 | 9 | 0.0% |
| Q1 2020 | 37 | $29.8M | 1,933,878 | 2 | 10 | 6 | 0.0% |
| Q4 2019 | 36 | $29.5M | 1,812,045 | 4 | 7 | 8 | 0.0% |
| Q3 2019 | 35 | $30.1M | 1,872,547 | 1 | 8 | 9 | 0.0% |
| Q2 2019 | 36 | $30.7M | 1,987,365 | 2 | 7 | 10 | 0.0% |
| Q1 2019 | 38 | $30.1M | 2,046,672 | 7 | 12 | 6 | 0.0% |
| Q4 2018 | 31 | $25.4M | 1,777,567 | 0 | 0 | 0 | 0.0% |