Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Tortoise Investment Management, LLC | 33 | 33 | 0.00% | 0.58% | 0.82% | Q3 2013 | Q3 2021 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 33 |
Capital Investment Advisors, LLC | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 32 |
ROCKY MOUNTAIN ADVISERS, LLC | 32 | 32 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2021 | 32 |
RAYMOND JAMES TRUST N.A. | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2021 | 29 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 26 |
Raymond James Financial Services Advisors, Inc. | 13 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 24 |
LPL Financial LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 23 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2021 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
RAYMOND JAMES & ASSOCIATES | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 22 |
VAN ECK ASSOCIATES CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Ancora Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.01% | 0.06% | 0.17% | Q4 2013 | Q3 2019 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
GUGGENHEIM CAPITAL LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2021 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Invesco Ltd. | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 16 | 0.00% | 0.09% | 0.20% | Q4 2015 | Q3 2019 | 16 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2017 | 15 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Pinnacle Bancorp, Inc. | 12 | 1 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2021 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
1607 Capital Partners, LLC | 11 | 2 | 0.00% | 0.21% | 0.40% | Q1 2017 | Q3 2020 | 13 |
Karpus Management, Inc. | 6 | 2 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q1 2019 | 13 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
CULLEN/FROST BANKERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Realta Investment Advisors | 11 | 11 | 0.12% | 0.22% | 0.28% | Q1 2019 | Q3 2021 | 11 |
WFG Advisors, LP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Ahrens Investment Partners LLC | 7 | 3 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q3 2021 | 10 |
CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 9 |
COMERICA BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Relative Value Partners Group, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q4 2020 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 9 |
Bank of New York Mellon Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 6 | 3 | 0.09% | 0.25% | 0.29% | Q4 2013 | Q3 2017 | 9 |
Vivaldi Capital Management LP | 8 | 8 | 0.18% | 0.32% | 0.80% | Q3 2017 | Q2 2019 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Creative Planning | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2015 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q3 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2016 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 5 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 4 |
DRW Securities, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.29% | 0.33% | 0.35% | Q2 2019 | Q4 2019 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.17% | 0.24% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
USCA RIA LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Texan Capital Management | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
1776 Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q1 2013 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own NUVEEN SELECT TAX FREE INCM or have owned NUVEEN SELECT TAX FREE INCM in the past.