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Nuveen CA Select Tax-Free Income Portfolio

19 hedge funds and large institutions have $8.35M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.93M 146,331 +6,469 +5%
GC
2
Guggenheim Capital
Illinois
$1.91M 144,966 +2,926 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.2M 91,133 -2,824 -3%
AAM
4
Advisors Asset Management
Colorado
$538K 40,837 -1,576 -4%
Wells Fargo
5
Wells Fargo
California
$482K 36,593 -2,499 -6%
Bank of America
6
Bank of America
North Carolina
$352K 26,715 -30,311 -53%
UBS Group
7
UBS Group
Switzerland
$308K 23,379 -2,805 -11%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$305K 23,173 +23,173 New
Raymond James Financial
9
Raymond James Financial
Florida
$281K 21,331 +64 +0.3%
WS
10
Wedbush Securities
California
$267K 20,277 -397 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$222K 16,850 -600 -3%
US Bancorp
12
US Bancorp
Minnesota
$145K 11,034
Ameriprise
13
Ameriprise
Minnesota
$142K 10,792 -16,357 -60%
MCM
14
MAI Capital Management
Ohio
$126K 9,600
Jones Financial Companies
15
Jones Financial Companies
Missouri
$67.6K 5,227 -431 -8%
SPIA
16
Steward Partners Investment Advisory
New York
$50.2K 3,813
IA
17
IFP Advisors
Florida
$19.8K 1,500 +300 +25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5K 350
FIA
19
FNY Investment Advisers
New York
$1K 100
WAM
20
Wolverine Asset Management
Illinois
-23,406 Closed
AIP
21
Almanack Investment Partners
Pennsylvania
-10,000 Closed
AF
22
Allworth Financial
California
-1,000 Closed