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NXC

Nuveen CA Select Tax-Free Income Portfolio
NXC

Delisted

NXC was delisted on the 9th of January, 2026.

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19 hedge funds and large institutions have $9.46M invested in Nuveen CA Select Tax-Free Income Portfolio in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

28% more capital invested

Capital invested by funds: $7.42M → $9.46M (+$2.04M)

12% more funds holding

Funds holding: 17 → 19 (+2)

2.35% more ownership

Funds ownership: 8.99% → 11.34% (+2.4%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$822K
2
RCG
Regatta Capital Group
California
+$510K
3
BRWA
B. Riley Wealth Advisors
Florida
+$364K
4
Morgan Stanley
Morgan Stanley
New York
+$245K
5
GC
Guggenheim Capital
Illinois
+$239K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$132K
2
Osaic Holdings
Osaic Holdings
Arizona
-$125K
3
Bank of America
Bank of America
North Carolina
-$32.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.15M +$126K +9,223 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.8M +$245K +17,935 +15%
GC
3
Guggenheim Capital
Illinois
$1.53M +$239K +17,539 +18%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$789K +$822K +60,291 New
RCG
5
Regatta Capital Group
California
$669K +$510K +37,384 +319%
Wells Fargo
6
Wells Fargo
California
$522K +$24.9K +1,822 +5%
UBS Group
7
UBS Group
Switzerland
$382K -$132K -9,708 -25%
BRWA
8
B. Riley Wealth Advisors
Florida
$350K +$364K +26,708 New
Osaic Holdings
9
Osaic Holdings
Arizona
$246K -$125K -9,136 -33%
LPL Financial
10
LPL Financial
California
$226K +$236K +17,313 New
1CP
11
1607 Capital Partners
Virginia
$209K +$113K +8,301 +108%
CA
12
Cetera Advisors
Colorado
$196K – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$179K +$24.1K +1,765 +15%
DADC
14
D.A. Davidson & Co
Montana
$142K – – –
Bank of America
15
Bank of America
North Carolina
$42K -$32.6K -2,391 -43%
AF
16
Allworth Financial
California
$13K – – –
IA
17
IFP Advisors
Florida
$11K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9K – – –
FIA
19
FNY Investment Advisers
New York
$1K – – –

NXC Hedge Fund Activity: Q3 2022 in Review

19 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2022, worth a combined $9.46M — up 28% from $7.42M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXC positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $822K. The largest seller was UBS Group, cutting an estimated $132K.

  • 19 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2022, up from 17 in Q2 2022.
  • Funds reported $9.46M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2022, up 28% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2022 and 0 closed out, a net change of +3 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2022 was Hennion & Walsh Asset Management, an estimated $822K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2022 was UBS Group, an estimated $132K sold.

Based on aggregated 13F filings for Q3 2022.