Filing Research | NUVEEN SELECT TAX-FREE INCOM Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	668.2KSH	$9.6M
2	Prospera Financial Services Inc	Shares	209.9KSH	$3.0M
3	Capital Advisors Wealth Management, LLC	Shares	100.3KSH	$1.4M
4	MELFA WEALTH MANAGEMENT, INC.	Shares	97.6KSH	$1.4M
5	AdvisorNet Financial, Inc	Shares	55.4KSH	$792.3K
6	ACCESS FINANCIAL SERVICES, INC.	Shares	54.2KSH	$775.5K
7	Breakwater Capital Group	Shares	50.3KSH	$720.3K
8	Tiller Private Wealth, Inc.	Shares	39.8KSH	$569.0K
9	OMNI 360 Wealth, Inc.	Shares	33.5KSH	$480.0K
10	Stronghold Wealth Management L.L.C.	Shares	32.8KSH	$469.6K
11	Fortitude Advisory Group L.L.C.	Shares	31.8KSH	$455.4K
12	Steadtrust LLC	Shares	30.0KSH	$429.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.8KSH	$339.5K
14	WealthBridge Capital Management, LLC	Shares	18.1KSH	$258.9K
15	Blake Schutter Theil Wealth Advisors, LLC	Shares	17.9KSH	$255.7K
16	Avior Wealth Management, LLC	Shares	16.4KSH	$234.5K
17	Sightline Wealth Advisors, LLC	Shares	15.8KSH	$226.8K
18	D.A. DAVIDSON & CO.	Shares	14.9KSH	$212.6K
19	VISIONARY HORIZONS, LLC	Shares	14.0KSH	$200.1K
20	Summit Financial Wealth Advisors, LLC	Shares	13.0KSH	$185.4K
21	Realta Investment Advisors	Shares	12.3KSH	$175.3K
22	Wealth Dimensions Group, Ltd.	Shares	11.5KSH	$164.9K
23	Opal Wealth Advisors, LLC	Shares	10.3KSH	$148.1K
24	Diligent Investors, LLC	Shares	10.0KSH	$143.1K
25	Farther Finance Advisors, LLC	Shares	6.4KSH	$92.0K
26	Moisand Fitzgerald Tamayo, LLC	Shares	5.9KSH	$84.6K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.2KSH	$74.5K
28	IFP Advisors, Inc	Shares	2.4KSH	$34.9K
29	Tradewinds Capital Management, LLC	Shares	2.4KSH	$34.3K
30	WOLFF WIESE MAGANA LLC	Shares	1.4KSH	$20.2K
31	Noble Wealth Management PBC	Shares	1.3KSH	$18.8K
32	Financial Management Professionals, Inc.	Shares	666SH	$9.6K
33	ENTRUST FINANCIAL LLC	Shares	666SH	$9.5K
34	FIRST HORIZON CORP	Shares	556SH	$8.0K
35	SRH ADVISORS, LLC	Shares	510SH	$7.3K
36	Robinswood Financial LLC	Shares	411SH	$5.9K
37	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	375SH	$5.4K
38	TRUST CO OF TOLEDO NA /OH/	Shares	55SH	$787
39	FNY Investment Advisers, LLC	Shares	200SH	$2

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Tiller Private Wealth, Inc. added	Shares	+9.9K	+$140.5K	$569.0K
2	Breakwater Capital Group added	Shares	+4.7K	+$64.7K	$720.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	+$58.2K	$339.5K
4	WealthBridge Capital Management, LLC added	Shares	+731	+$9.8K	$258.9K
5	Sightline Wealth Advisors, LLC added	Shares	+117	+$1.0K	$226.8K
6	D.A. DAVIDSON & CO. added	Shares	+76	+$497	$212.6K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7	+$144	$74.5K
8	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$2
9	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$2	$787
10	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$15	$5.4K
11	Robinswood Financial LLC unchanged	Shares	0	-$16	$5.9K
12	SRH ADVISORS, LLC unchanged	Shares	0	-$21	$7.3K
13	FIRST HORIZON CORP unchanged	Shares	0	-$23	$8.0K
14	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$27	$9.5K
15	Financial Management Professionals, Inc. unchanged	Shares	0	-$27	$9.6K
16	Noble Wealth Management PBC unchanged	Shares	0	-$53	$18.8K
17	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$56	$20.2K
18	Tradewinds Capital Management, LLC unchanged	Shares	0	-$95	$34.3K
19	IFP Advisors, Inc unchanged	Shares	0	-$98	$34.9K
20	Farther Finance Advisors, LLC unchanged	Shares	0	-$193	$92.0K
21	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	-$236	$84.6K
22	Diligent Investors, LLC unchanged	Shares	0	-$400	$143.1K
23	Opal Wealth Advisors, LLC unchanged	Shares	0	-$414	$148.1K
24	Wealth Dimensions Group, Ltd. unchanged	Shares	0	-$460	$164.9K
25	Realta Investment Advisors unchanged	Shares	0	-$490	$175.3K
26	Summit Financial Wealth Advisors, LLC unchanged	Shares	0	-$518	$185.4K
27	VISIONARY HORIZONS, LLC unchanged	Shares	0	-$559	$200.1K
28	Avior Wealth Management, LLC unchanged	Shares	0	-$656	$234.5K
29	Blake Schutter Theil Wealth Advisors, LLC unchanged	Shares	0	-$715	$255.7K
30	Steadtrust LLC unchanged	Shares	0	-$1.2K	$429.3K
31	Fortitude Advisory Group L.L.C. unchanged	Shares	0	-$1.3K	$455.4K
32	Stronghold Wealth Management L.L.C. trimmed	Shares	-39	-$1.9K	$469.6K
33	Prospera Financial Services Inc added	Shares	+38	-$7.8K	$3.0M
34	OMNI 360 Wealth, Inc. trimmed	Shares	-1.0K	-$15.7K	$480.0K
35	Capital Advisors Wealth Management, LLC trimmed	Shares	-2.5K	-$39.7K	$1.4M
36	AdvisorNet Financial, Inc trimmed	Shares	-2.7K	-$40.4K	$792.3K
37	Sound Income Strategies, LLC exited	Shares	-3.4K	-$49.4K	$0
38	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-3.4K	-$52.8K	$1.4M
39	ACCESS FINANCIAL SERVICES, INC. trimmed	Shares	-5.3K	-$77.6K	$775.5K
40	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-133.9K	-$1.9M	$9.6M