We are live on ! Find out more
NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

23 hedge funds and large institutions have $9.27M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

5% more funds holding

Funds holding: 2223 (+1)

1.73% less ownership

Funds ownership: 12.97%11.24% (-1.7%)

16% less capital invested

Capital invested by funds: $11.1M → $9.27M (-$1.79M)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.98M +$64.6K +4,922 +3%
Morgan Stanley
2
Morgan Stanley
New York
$1.11M +$40.5K +3,086 +4%
GC
3
Guggenheim Capital
Illinois
$1.01M +$110K +8,413 +12%
1CP
4
1607 Capital Partners
Virginia
$921K +$168K +12,828 +22%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$856K -$762K -58,086 -47%
Ameriprise
6
Ameriprise
Minnesota
$754K +$30.3K +2,312 +4%
Wells Fargo
7
Wells Fargo
California
$609K -$22.1K -1,686 -3%
AAM
8
Advisors Asset Management
Colorado
$430K +$124K +9,465 +40%
UBS Group
9
UBS Group
Switzerland
$325K -$1.08K -82 -0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$226K -$93.7K -7,140 -29%
WAM
11
Wolverine Asset Management
Illinois
$204K +$206K +15,705 New
RJA
12
Raymond James & Associates
Florida
$180K +$787 +60 +0.4%
US Bancorp
13
US Bancorp
Minnesota
$143K
LCM
14
Landscape Capital Management
New Jersey
$130K -$113K -8,648 -46%
Osaic Holdings
15
Osaic Holdings
Arizona
$130K -$97K -7,395 -43%
Bank of America
16
Bank of America
North Carolina
$82.3K +$19K +1,450 +30%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$73.8K +$74.7K +5,692 New
SPIA
18
Steward Partners Investment Advisory
New York
$36.4K +$36.8K +2,805 New
TIM
19
Tortoise Investment Management
New York
$17.5K
AF
20
Allworth Financial
California
$13.2K
IAIM
21
International Assets Investment Management
Florida
$13K +$13.1K +1,001 New
JP Morgan Chase
22
JP Morgan Chase
New York
$10.9K +$11K +841 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K
Bank of New York Mellon
24
Bank of New York Mellon
New York
-$806K -60,048 Closed
BRWA
25
B. Riley Wealth Advisors
Florida
-$251K -20,564 Closed

NXC Hedge Fund Activity: Q2 2024 in Review

23 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2024, worth a combined $9.27M — down 16% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXC positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $206K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $806K sold.

  • 23 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $9.27M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2024, down 16% quarter-over-quarter.
  • 5 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2024 was Wolverine Asset Management, an estimated $206K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2024 was Bank of New York Mellon, an estimated $806K sold.

Based on aggregated 13F filings for Q2 2024.