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Nuveen Select Tax-Free Income Portfolio (NXP)

USD14.41 +0.06 (+0.42%)
US NYSE Financial Services Asset Management - Income
Address 333 West Wacker Drive 60606-1220
Chicago, IL, US
CEO Thomas C. Spalding Jr.
IPO 1992-03-19
CIK 883618 ISIN US67062F1003

Explore sections of this company profile

Description

Established on March 19, 1992, the Nuveen Select Tax-Free Income Portfolio functions as a closed-ended mutual fund dedicated to fixed income investments within the United States. Jointly overseen by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC (under the Nuveen Investments Inc. umbrella), the fund strategically allocates its capital primarily to investment-grade municipal securities, targeting those rated Baa, BBB, or higher. Its financial performance is benchmarked against both the Standard & Poor's (S&P) National Municipal Bond Index and the Lipper General and Insured Unleveraged Municipal Debt Funds Average. This portfolio remains domiciled in the U.S.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.41 +0.06 (+0.42%)
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Volume Profile
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Liquidity & share structure
Average Volume
137.6K
Beta
0.34
Float Shares
44.71M
Free Float %
86.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.49% +0.56% +0.99% -0.97% -0.14% +1.42% +2.07% -1.24% -21.34% -5.98% -4.67%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Hold
Price Targets & DCF
Current price
14.41
DCF (Levered) 0.13 -99.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-01 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
14.38
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial Services: +14.1%
    -63.1% Q3'25: -16.8% (vs Q3'23)
  • EPS growth Financial Services: +20.7%
    -70.8% Q3'25: +173.5% (vs Q3'23)
  • FCF margin FCF growth · Financial Services: +34.4%
    +399.2% Q3'25: +0.0% (vs Q3'23)
  • EBIT margin Financial Services: +27.4%
    +93.9% Q3'25: +153.5% (vs Q3'23)
  • ROIC Financial Services: +5.1%
    +1.3% Q3'25: +10.2% (vs Q3'23)
  • Share dilution Financial Services: +0.0%
    -5.2% Q3'25: +8.5% (vs Q3'23)
  • Debt / EBITDA Net debt/EBITDA · Financial Services: 0.06×
    2.77× Q3'25: 0.37× (vs Q3'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.34) × ERP
WACC = 96% × Ke + 4% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 14.41
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-27 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-26 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-22 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-21 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-20 B- 3/5 3/5 2/5 3/5 3/5 1/5 3/5
2026-05-19 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-05-18 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-05-15 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-05-14 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-05-13 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-12 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-11 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-08 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-07 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-06 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-05 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-04 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-05-01 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-04-30 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-04-29 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-04-28 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-04-27 B- 3/5 2/5 2/5 4/5 3/5 1/5 3/5
2026-04-24 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-04-23 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-04-22 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-04-21 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-04-20 B 3/5 3/5 2/5 4/5 3/5 1/5 3/5
2026-04-17 B 3/5 3/5 2/5 5/5 2/5 1/5 3/5
2026-04-16 B 3/5 3/5 2/5 5/5 2/5 1/5 3/5
2026-04-15 B 3/5 3/5 2/5 5/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
114
Total invested
142.16M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 YA II PN, Ltd. 2.11M 9.99% 894.2K OO Illinois, U.S.A. 2013-01-28
2 36-3772451 914.1K 5.51% 914.1K HC Illinois, U.S.A. 2021-01-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
114
+12 vs prev Q
New positions
29
Closed positions
17
Increased
70
Reduced
10
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 UBS GROUP AG 1.31M -47.1K (-3.5%) 18.43M -1.2M (-5.9%) 2.51% -0.150 pp 0.00% 0.000 pp USD14.68 -4.0% 45 qtrs
2 GUGGENHEIM CAPITAL LLC 1.01M +63.8K (+6.7%) 14.30M +557.9K (+4.1%) 1.95% +0.081 pp 0.10% +0.003 pp USD14.58 -3.3% 29 qtrs
3 HENNION & WALSH ASSET MANAGEMENT, INC. 852.5K -68.1K (-7.4%) 12.02M -1.3M (-9.7%) 1.64% -0.171 pp 0.41% -0.067 pp USD14.88 -5.2% 17 qtrs
4 STEPHENS INC /AR/ 576.3K +80.2K (+16.2%) 8.13M +951.9K (+13.3%) 1.11% +0.133 pp 0.10% +0.010 pp USD13.59 +3.8% 15 qtrs
5 BANK OF AMERICA CORP /DE/ 453.9K +22.2K (+5.2%) 6.40M +158.2K (+2.5%) 0.87% +0.024 pp 0.00% +0.000 pp USD14.62 -3.6% 52 qtrs
6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 423.5K -28.5K (-6.3%) 5.97M -565.0K (-8.6%) 0.81% -0.075 pp 0.02% -0.002 pp USD14.44 -2.4% 39 qtrs
7 WELLS FARGO & COMPANY/MN 385.0K +24.6K (+6.8%) 5.43M +216.4K (+4.2%) 0.74% +0.032 pp 0.00% +0.000 pp USD15.26 -7.6% 57 qtrs
8 MORGAN STANLEY 379.3K -23.7K (-5.9%) 5.35M -479.3K (-8.2%) 0.73% -0.063 pp 0.00% +0.000 pp USD15.23 -7.4% 51 qtrs
9 VAN ECK ASSOCIATES CORP 267.3K +43.9K (+19.7%) 3.77M +539.0K (+16.7%) 0.51% +0.075 pp 0.00% +0.000 pp USD14.70 -4.1% 57 qtrs
10 RAYMOND JAMES FINANCIAL INC 227.4K -14.0K (-5.8%) 3.21M -283.8K (-8.1%) 0.44% -0.037 pp 0.00% 0.000 pp USD15.14 -6.9% 5 qtrs
11 PROSPERA FINANCIAL SERVICES INC 209.2K +5.6K (+2.7%) 2.95M +5.1K (+0.2%) 0.40% +0.002 pp 0.05% -0.002 pp USD14.72 -4.2% 9 qtrs
12 COMMONWEALTH EQUITY SERVICES, LLC 208.8K +9.3K (+4.7%) 2.94M +59.5K (+2.1%) 0.40% +0.009 pp 0.00% +0.000 pp USD14.49 -2.7% 8 qtrs
13 JONES FINANCIAL COMPANIES LLLP 204.6K +40.8K (+24.9%) 2.89M +517.4K (+21.9%) 0.39% +0.071 pp 0.00% +0.000 pp USD14.66 -3.8% 8 qtrs
14 LPL FINANCIAL LLC 135.0K +2.0K (+1.5%) 1.90M -19.4K (-1.0%) 0.26% -0.002 pp 0.00% +0.000 pp USD14.65 -3.8% 51 qtrs
15 ROYAL BANK OF CANADA 100.8K -4.9K (-4.6%) 1.42M -107.0K (-7.0%) 0.19% -0.014 pp 0.00% +0.000 pp USD14.95 -5.7% 51 qtrs
16 MELFA WEALTH MANAGEMENT, LLC 90.0K +— (+0.0%) 1.27M -32.4K (-2.5%) 0.17% -0.004 pp 0.73% -0.032 pp USD13.91 +1.4% 13 qtrs
17 AMERIPRISE FINANCIAL INC 67.1K -5.5K (-7.6%) 945.9K -103.5K (-9.9%) 0.13% -0.014 pp 0.00% +0.000 pp USD14.58 -3.3% 17 qtrs
18 JANE STREET GROUP, LLC 65.0K +4.8K (+8.0%) 916.5K +46.5K (+5.3%) 0.13% +0.007 pp 0.00% +0.000 pp USD14.43 -2.3% 2 qtrs
19 STRATOS WEALTH PARTNERS, LTD. 64.8K +15.5K (+31.5%) 913.6K +201.4K (+28.3%) 0.12% +0.028 pp 0.01% +0.002 pp USD14.37 -1.9% 16 qtrs
20 TRUIST FINANCIAL CORP 61.1K +— (+0.0%) 861.7K -22.0K (-2.5%) 0.12% -0.003 pp 0.00% +0.000 pp USD14.23 -0.9% 27 qtrs
21 ACCESS FINANCIAL SERVICES, INC. 59.4K +— (+0.0%) 838.2K -21.4K (-2.5%) 0.11% -0.003 pp 0.31% -0.006 pp USD14.32 -1.5% 37 qtrs
22 ADVISORNET FINANCIAL, INC 57.7K -1.1K (-1.8%) 813.0K -35.9K (-4.2%) 0.11% -0.005 pp 0.04% -0.005 pp USD13.93 +1.2% 29 qtrs
23 ADVISOR GROUP HOLDINGS, INC. 55.6K -7.6K (-12.0%) 783.8K -112.6K (-12.6%) 0.11% -0.017 pp 0.00% 0.000 pp USD14.40 -2.1% 24 qtrs
24 CAPITAL INVESTMENT ADVISORS, LLC 46.4K -2.1K (-4.4%) 654.6K -47.6K (-6.8%) 0.09% -0.006 pp 0.01% -0.002 pp USD15.17 -7.1% 49 qtrs
25 CAPITAL ADVISORS WEALTH MANAGEMENT, LLC 41.6K +363.0 (+0.9%) 586.2K -9.7K (-1.6%) 0.08% -0.001 pp 0.08% -0.005 pp USD14.52 -2.9% 8 qtrs
26 FLPUTNAM INVESTMENT MANAGEMENT CO 40.3K -6.6K (-14.1%) 567.7K -110.1K (-16.2%) 0.08% -0.015 pp 0.01% -0.002 pp USD16.85 -16.3% 19 qtrs
27 JANNEY MONTGOMERY SCOTT LLC 34.2K -359.0 (-1.0%) 483.0K -17.0K (-3.4%) 0.07% -0.002 pp 0.00% 0.000 pp USD15.48 -8.9% 17 qtrs
28 32.9K +32.9K (+100.0%) 463.3K +463.3K (+100.0%) 0.06% +0.063 pp 0.68% +0.685 pp USD14.10 +0.0% 1 qtrs NEW
29 FORTITUDE ADVISORY GROUP L.L.C. 31.8K +— (+0.0%) 448.8K -11.5K (-2.5%) 0.06% -0.001 pp 0.19% -0.057 pp USD15.76 -10.5% 17 qtrs
30 CONCURRENT INVESTMENT ADVISORS, LLC 31.6K +— (+0.0%) 445.3K -11.4K (-2.5%) 0.06% -0.001 pp 0.01% -0.003 pp USD14.68 -4.0% 7 qtrs
31 OMNI 360 WEALTH, INC. 31.0K +31.0K (+100.0%) 440.8K +440.8K (+100.0%) 0.06% +0.060 pp 0.23% +0.226 pp USD14.10 +0.0% 1 qtrs NEW
32 WOLVERINE ASSET MANAGEMENT LLC 30.9K +30.9K (+100.0%) 436.1K +436.1K (+100.0%) 0.06% +0.060 pp 0.00% +0.003 pp USD14.10 +0.0% 4 qtrs
33 PINNACLE ASSOCIATES LTD 30.5K -1.0 (0.0%) 430.1K -11.0K (-2.5%) 0.06% -0.001 pp 0.01% 0.000 pp USD14.78 -4.6% 9 qtrs
34 ESSEX FINANCIAL SERVICES, INC. 29.0K +— (+0.0%) 408.9K -10.4K (-2.5%) 0.06% -0.001 pp 0.02% -0.002 pp USD14.20 -0.7% 13 qtrs
35 PROVISE MANAGEMENT GROUP, LLC 28.6K +2.9K (+11.1%) 402.7K +30.9K (+8.3%) 0.05% +0.004 pp 0.03% +0.001 pp USD13.33 +5.8% 14 qtrs
36 YOUNGS ADVISORY GROUP, INC. 28.2K +14.6K (+107.7%) 397.6K +201.3K (+102.6%) 0.05% +0.028 pp 0.14% +0.072 pp USD14.27 -1.2% 2 qtrs
37 BREAKWATER CAPITAL GROUP 26.2K +551.0 (+2.1%) 369.4K -1.5K (-0.4%) 0.05% 0.000 pp 0.05% -0.003 pp USD14.26 -1.1% 10 qtrs
38 STIFEL FINANCIAL CORP 24.3K +1.2K (+5.1%) 342.1K +8.2K (+2.5%) 0.05% +0.001 pp 0.00% +0.000 pp USD14.23 -0.9% 17 qtrs
39 ROCKEFELLER CAPITAL MANAGEMENT L.P. 22.9K -2.5K (-9.7%) 323.2K -43.8K (-11.9%) 0.04% -0.006 pp 0.00% 0.000 pp USD14.65 -3.8% 9 qtrs
40 GLENMEDE TRUST CO NA 22.2K +22.2K (+100.0%) 312.9K +312.9K (+100.0%) 0.04% +0.043 pp 0.00% +0.002 pp USD14.10 +0.0% 1 qtrs NEW
41 PENSIONMARK FINANCIAL GROUP, LLC 19.8K +10.0 (+0.1%) 279.1K -7.0K (-2.4%) 0.04% -0.001 pp 0.00% -0.001 pp USD14.46 -2.5% 2 qtrs
42 CETERA INVESTMENT ADVISERS 19.1K -4.2K (-18.0%) 269.9K -67.8K (-20.1%) 0.04% -0.009 pp 0.00% 0.000 pp USD14.55 -3.1% 10 qtrs
43 BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC 17.9K +— (+0.0%) 252.0K -6.4K (-2.5%) 0.03% -0.001 pp 0.21% -0.048 pp USD14.91 -5.4% 6 qtrs
44 WEALTHBRIDGE CAPITAL MANAGEMENT, LLC 17.3K +29.0 (+0.2%) 244.6K -5.8K (-2.3%) 0.03% -0.001 pp 0.06% -0.003 pp USD15.89 -11.3% 17 qtrs
45 PLAN GROUP FINANCIAL, LLC 16.5K +— (+0.0%) 233.2K -6.0K (-2.5%) 0.03% -0.001 pp 0.06% -0.004 pp USD14.05 +0.4% 3 qtrs
46 ANCORA ADVISORS, LLC 16.5K -912.0 (-5.2%) 232.9K -19.1K (-7.6%) 0.03% -0.003 pp 0.00% 0.000 pp USD14.99 -5.9% 37 qtrs
47 NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC 16.4K -1.4K (-7.9%) 231.1K -26.3K (-10.2%) 0.03% -0.004 pp 0.01% -0.001 pp USD14.76 -4.5% 9 qtrs
48 MUTUAL ADVISORS, LLC 16.0K +16.0K (+100.0%) 225.5K +225.5K (+100.0%) 0.03% +0.031 pp 0.00% +0.005 pp USD14.10 +0.0% 1 qtrs NEW
49 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 15.8K +15.8K (+100.0%) 223.2K +223.2K (+100.0%) 0.03% +0.030 pp 0.02% +0.015 pp USD14.10 +0.0% 1 qtrs NEW
50 SIGHTLINE WEALTH ADVISORS, LLC 15.7K +153.0 (+1.0%) 220.7K -3.4K (-1.5%) 0.03% 0.000 pp 0.09% -0.007 pp USD15.58 -9.5% 17 qtrs
51 KESTRA ADVISORY SERVICES, LLC 15.3K +225.0 (+1.5%) 215.3K -2.2K (-1.0%) 0.03% 0.000 pp 0.00% 0.000 pp USD14.34 -1.7% 7 qtrs
52 WILEY BROS.-AINTREE CAPITAL, LLC 15.0K +15.0K (+100.0%) 211.7K +211.7K (+100.0%) 0.03% +0.029 pp 0.00% +0.001 pp USD14.10 +0.0% 1 qtrs NEW
53 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 14.5K -9.1K (-38.6%) 203.7K -136.8K (-40.2%) 0.03% -0.019 pp 0.04% -0.027 pp USD13.52 +4.3% 51 qtrs
54 GREAT LAKES RETIREMENT, INC. 14.3K +— (+0.0%) 201.1K -5.1K (-2.5%) 0.03% -0.001 pp 0.02% -0.002 pp USD14.46 -2.5% 2 qtrs
55 VISIONARY HORIZONS, LLC 14.0K +— (+0.0%) 197.1K -5.0K (-2.5%) 0.03% -0.001 pp 0.10% -0.011 pp USD14.84 -5.0% 9 qtrs
56 WEALTHPLAN INVESTMENT MANAGEMENT, LLC 13.9K +13.9K (+100.0%) 195.6K +195.6K (+100.0%) 0.03% +0.027 pp 0.01% +0.013 pp USD14.10 +0.0% 1 qtrs NEW
57 HIGHTOWER ADVISORS, LLC 12.8K +575.0 (+4.7%) 180.2K +3.7K (+2.1%) 0.02% +0.001 pp 0.00% +0.000 pp USD14.36 -1.8% 4 qtrs
58 CERITY PARTNERS LLC 12.6K +12.6K (+100.0%) 178.2K +178.2K (+100.0%) 0.02% +0.024 pp 0.00% +0.000 pp USD14.10 +0.0% 1 qtrs NEW
59 COASTAL INVESTMENT ADVISORS, INC. 12.3K +— (+0.0%) 172.7K -4.4K (-2.5%) 0.02% -0.001 pp 0.06% -0.003 pp USD15.98 -11.8% 17 qtrs
60 D.A. DAVIDSON & CO. 12.2K +1.5K (+14.1%) 172.7K +17.4K (+11.2%) 0.02% +0.002 pp 0.00% +0.000 pp USD14.39 -2.0% 17 qtrs
61 MIDWEST HERITAGE BANK, FSB 12.0K +370.0 (+3.2%) 169.0K +1.0K (+0.6%) 0.02% +0.000 pp 0.06% -0.001 pp USD15.84 -11.0% 17 qtrs
62 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11.6K +— (+0.0%) 163.0K -5.0K (-3.0%) 0.02% -0.001 pp 0.01% -0.001 pp USD15.98 -11.8% 17 qtrs
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.5K +1.4K (+13.4%) 162.8K +15.5K (+10.5%) 0.02% +0.002 pp 0.00% +0.000 pp USD14.06 +0.3% 3 qtrs
64 WEALTH DIMENSIONS GROUP, LTD. 11.5K +— (+0.0%) 162.4K -4.1K (-2.5%) 0.02% -0.001 pp 0.03% -0.002 pp USD15.98 -11.8% 17 qtrs
65 COMERICA BANK 11.2K +— (+0.0%) 158.5K -4.0K (-2.5%) 0.02% -0.001 pp 0.00% +0.000 pp USD13.66 +3.2% 10 qtrs
66 FARTHER FINANCE ADVISORS, LLC 10.5K -4.0K (-27.6%) 148.1K -61.6K (-29.4%) 0.02% -0.008 pp 0.00% -0.002 pp USD14.46 -2.5% 4 qtrs
67 CITADEL ADVISORS LLC 10.3K +10.3K (+100.0%) 145.1K +145.1K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD14.10 +0.0% 1 qtrs NEW
68 TYCHE WEALTH PARTNERS LLC 10.2K +— (+0.0%) 143.8K -3.7K (-2.5%) 0.02% 0.000 pp 0.02% -0.003 pp USD14.78 -4.6% 9 qtrs
69 ICON WEALTH ADVISORS, LLC 10.1K +148.0 (+1.5%) 141.9K -1.5K (-1.0%) 0.02% 0.000 pp 0.01% 0.000 pp USD15.07 -6.4% 6 qtrs
70 DILIGENT INVESTORS, LLC 10.0K +— (+0.0%) 141.0K -3.6K (-2.5%) 0.02% 0.000 pp 0.03% -0.002 pp USD14.05 +0.4% 3 qtrs
71 HARBOUR INVESTMENTS, INC. 9.4K -24.0 (-0.3%) 132.8K -3.7K (-2.7%) 0.02% -0.001 pp 0.00% 0.000 pp USD14.10 +0.0% 15 qtrs
72 FLAGSHIP WEALTH ADVISORS, LLC 6.9K +— (+0.0%) 96.9K -2.5K (-2.5%) 0.01% 0.000 pp 0.03% -0.005 pp USD14.72 -4.2% 5 qtrs
73 CLEAN YIELD GROUP 6.7K +— (+0.0%) 93.8K -2.4K (-2.5%) 0.01% 0.000 pp 0.03% -0.001 pp USD18.11 -22.1% 29 qtrs
74 ROTHSCHILD INVESTMENT LLC 6.3K -2.5K (-28.3%) 88.1K -37.9K (-30.1%) 0.01% -0.005 pp 0.00% -0.002 pp USD14.78 -4.6% 9 qtrs
75 MOISAND FITZGERALD TAMAYO, LLC 5.9K +— (+0.0%) 83.4K -2.1K (-2.5%) 0.01% 0.000 pp 0.01% -0.001 pp USD13.69 +3.0% 17 qtrs
76 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5.2K +5.2K (+100.0%) 73.1K +73.1K (+100.0%) 0.01% +0.010 pp 0.01% +0.005 pp USD14.10 +0.0% 1 qtrs NEW
77 PINNACLE BANCORP, INC. 4.5K +— (+0.0%) 63.3K -1.6K (-2.5%) 0.01% 0.000 pp 0.02% -0.001 pp USD15.98 -11.8% 17 qtrs
78 SOUND INCOME STRATEGIES, LLC 3.4K +38.0 (+1.1%) 48.1K -337.0 (-0.7%) 0.01% 0.000 pp 0.00% 0.000 pp USD14.06 +0.3% 3 qtrs
79 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2.8K -952.0 (-25.6%) 39.0K -14.8K (-27.5%) 0.01% -0.002 pp 0.00% 0.000 pp USD14.69 -4.0% 28 qtrs
80 TRADEWINDS CAPITAL MANAGEMENT, LLC 2.4K +— (+0.0%) 33.8K -862.0 (-2.5%) 0.00% 0.000 pp 0.01% -0.001 pp USD15.98 -11.8% 17 qtrs
81 US BANCORP \DE\ 1.9K +1.9K (+100.0%) 26.8K +26.8K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD14.10 +0.0% 1 qtrs NEW
82 CWM, LLC 1.6K +— (+0.0%) 22.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD14.16 -0.4% 11 qtrs
83 IFP ADVISORS, INC 1.5K +— (+0.0%) 21.1K -538.0 (-2.5%) 0.00% 0.000 pp 0.00% 0.000 pp USD14.37 -1.9% 4 qtrs
84 HANTZ FINANCIAL SERVICES, INC. 1.1K +1.1K (+100.0%) 16.0K +16.0K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD14.10 +0.0% 1 qtrs NEW
85 GENEOS WEALTH MANAGEMENT INC. 855.00 +— (+0.0%) 12.1K -307.0 (-2.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.69 -4.0% 17 qtrs
86 ORG PARTNERS LLC 829.00 +— (+0.0%) 11.7K -299.0 (-2.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD14.43 -2.3% 8 qtrs
87 ORG WEALTH PARTNERS, LLC 788.00 +— (+0.0%) 11.1K -284.0 (-2.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.11 -6.7% 6 qtrs
88 CIBC PRIVATE WEALTH GROUP, LLC 741.00 +— (+0.0%) 10.4K -267.0 (-2.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.46 -2.5% 2 qtrs
89 FINANCIAL MANAGEMENT PROFESSIONALS, INC. 666.00 +— (+0.0%) 9.4K -275.0 (-2.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.98 -11.8% 17 qtrs
90 FIRST HORIZON CORP 556.00 +— (+0.0%) 7.8K -200.0 (-2.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.46 -2.5% 2 qtrs
91 ROCKY MOUNTAIN ADVISERS, LLC 510.00 +— (+0.0%) 7.2K -184.0 (-2.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD13.04 +8.1% 14 qtrs
92 THOMPSON INVESTMENT MANAGEMENT, INC. 375.00 +— (+0.0%) 5.3K -135.0 (-2.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD14.31 -1.5% 12 qtrs
93 CITY STATE BANK 354.00 +— (+0.0%) 5.0K -128.0 (-2.5%) 0.00% +0.000 pp 0.00% 0.000 pp USD15.15 -6.9% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2025-10-16 Castro Joseph Officer 0 0.00 0
2025-09-10 Page Robert Tanner Officer 0 0.00 0
2024-12-02 Cardella Marc Officer 0 0.00 0
2024-02-28 Ramsay Mary Beth Officer 0 0.00 0
2024-02-28 Nelson James N III Officer 0 0.00 0
2024-01-01 STARR LOREN M 0 0.00 0
2024-01-01 KENNY THOMAS J 0 0.00 0
2024-01-01 Forrester Michael A 0 0.00 0
2024-01-01 Boateng Joseph A 0 0.00 0
2022-08-04 Stenersen Trey III Officer 0 0.00 0
2022-06-01 Black Brett Officer 0 0.00 0
2022-04-14 McCann John M. Officer 0 0.00 0
2021-06-02 Medero Joanne 0 0.00 0
2021-06-02 Lancellotta Amy B.R. 0 0.00 0
2020-11-16 Thornton Matthew III 0 0.00 0
2020-03-05 Morgan Deann Officer 0 0.00 0
2019-10-07 Meissner Jon Scott Officer 0 0.00 0
2019-08-08 Longerstaey Jacques M Officer 0 0.00 0
2019-08-08 Lockhart Brian J Officer 0 0.00 0
2019-04-12 Wickerham E. Scott Officer 0 0.00 0
2019-02-14 ZIMMERMAN GIFFORD R Officer S-Sale D Common Stock 1,500 14.41 21.6K 0
2018-02-28 Winget Demark L Officer 0 0.00 0
2018-02-28 Meyers William T. Officer 0 0.00 0
2017-08-02 Siffermann William A Officer 0 0.00 0
2017-08-02 Ryan Timothy T 0 0.00 0
2017-08-02 PERRY MICHAEL A Officer 0 0.00 0
2017-08-02 Candido Stephen 0 0.00 0
2017-07-01 Robert Young L 0 0.00 0
2017-02-10 ZIMMERMAN GIFFORD R Officer P-Purchase A Common Stock 1,500 14.06 21.1K 1,500
2016-10-01 Rohrbacher Christopher M. Officer 0 0.00 0
2016-07-01 MOSCHNER ALBIN F 0 0.00 0
2016-06-15 Jones Nathaniel T. Officer 0 0.00 0
2016-02-15 WOLFF MARGARET L. 0 0.00 0
2015-08-06 Hlavacek Sherri A Officer 0 0.00 0
2015-02-24 LAMB DAVID J Officer 0 0.00 0
2013-09-01 SCHREIER THOMAS S JR 0 0.00 0
2013-09-01 Nelson John Kevin 0 0.00 0
2013-07-17 Slager Joel T. Officer 0 0.00 0
2011-08-17 Hlavin Steven M. 0 0.00 0
2011-01-03 WHITE DOUGLAS J 0 0.00 0
2011-01-03 STRINGER VIRGINIA 0 0.00 0
2011-01-03 Prudhomme Kathleen L Officer 0 0.00 0
2011-01-03 Hamilton Michael S. 0 0.00 0
2011-01-03 DRAHN CHRISTOPHER L 0 0.00 0
2010-07-27 McCarthy Michelle Ann Officer 0 0.00 0
2009-11-18 Grace Scott S Officer 0 0.00 0
2009-03-27 Ruane James Officer 0 0.00 0
2009-03-27 Mino Gregory T. Officer 0 0.00 0
2009-03-27 Huffman William T. Jr. Officer 0 0.00 0
2009-03-27 Cook Margo L. Officer 0 0.00 0
2009-03-27 Close Daniel 0 0.00 0
2009-03-27 Arriaga Nizida Officer 0 0.00 0
2008-07-01 TOTH TERENCE J Director 0 0.00 0
2008-05-30 Rohrbacher Christopher M. Officer 0 0.00 0
2008-01-15 Winget Demark L Officer 0 0.00 0
2007-08-02 AMBOIAN JOHN P D Common Stock 0 0.00 0
2007-06-01 Antosiewicz Cedric H Officer 0 0.00 0
2007-06-01 ADAMS WILLIAM IV Officer 0 0.00 0
2007-02-26 McCarthy Kevin J Officer 0 0.00 0
2007-01-01 Stone Carole E Director 0 0.00 0
2006-09-18 Kelly Walter M Officer 0 0.00 0
2005-02-23 Sunshine Eugene S 0 0.00 0
2005-02-23 KUNDERT DAVID J 0 0.00 0
2005-01-01 Nuveen Asset Management Inc. D Common Stock 0 0.00 0
2004-11-16 Antonatos Julia L Officer 0 0.00 0
2004-08-16 Grassi James D Officer 0 0.00 0
2004-02-23 STEEVES CATHRYN 0 0.00 0
2004-02-15 HUNTER WILLIAM CURT Director D Common Stock 0 0.00 0
2003-10-02 SOLENDER DANIEL S 0 0.00 0
2003-07-28 STOCKDALE JUDITH M D Common Stock 0 0.00 0
2003-07-28 SCHNEIDER WILLIAM J D Common Stock 0 0.00 0
2003-07-28 SAWERS PETER R D Common Stock 0 0.00 0
2003-07-28 IMPELLIZZERI ANNE E D Common Stock 0 0.00 0
2003-07-28 BROWN LAWRENCE H D Common Stock 0 0.00 0
2003-07-28 BREMNER ROBERT P D Common Stock 0 0.00 0
2003-06-13 ROMANS SCOTT R Officer 0 0.00 0

Executive team

Top executives
Shares Outstanding
52.01M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2024-06-28 DEF 14A
2023-06-30 DEF 14A
2022-06-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 NPORT-P
2026-03-02 POS EX
2026-02-26 3
2026-02-20 3
2025-12-30 POS EX
2025-12-04 N-CSRS
2025-11-26 NPORT-P
2025-11-17 425
2025-11-17 425
2025-11-06 425

Executive team

NameTitleCompensationGender
Michael S. Hamilton Fund Manager male
Thomas C. Spalding Jr. Portfolio Manager male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits