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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

15 hedge funds and large institutions have $7.14M invested in Nuveen CA Select Tax-Free Income Portfolio in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.34M
2
CA
2
Cetera Advisors
Colorado
$253K
3
DADC
3
D.A. Davidson & Co
Montana
$170K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$125K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.14M
2
AIP
2
Ameritas Investment Partners
Nebraska
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$351K
4
Wells Fargo
4
Wells Fargo
California
$516K
5
TIM
5
Tortoise Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.34M 138,925 +37,464 +37%
FFA
2
First Foundation Advisors
California
$1.14M 67,300 -6,118 -8%
UBS Group
3
UBS Group
Switzerland
$673K 39,890 -310 -0.8%
Wells Fargo
4
Wells Fargo
California
$516K 30,612 -1,217 -4%
AAM
5
Advisors Asset Management
Colorado
$510K 30,247 -158 -0.5%
BRWM
6
B. Riley Wealth Management
Tennessee
$449K 26,626 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$351K 20,832 -2,205 -10%
WA
8
Winfield Associates
Ohio
$280K 16,600 – –
CA
9
Cetera Advisors
Colorado
$253K 15,000 +15,000 New
ACI
10
Alpha Cubed Investments
California
$226K 13,381 – –
DADC
11
D.A. Davidson & Co
Montana
$170K 10,070 +10,070 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$125K 7,408 +6,708 +958%
PA
13
Parallel Advisors
California
$47K 2,800 – –
Citigroup
14
Citigroup
New York
$37K 2,207 – –
RFA
15
Reilly Financial Advisors
California
$21K 1,256 – –
AIP
16
Ameritas Investment Partners
Nebraska
– – -4,262 Closed
TIM
17
Tortoise Investment Management
New York
– – -800 Closed
Bank of America
18
Bank of America
North Carolina
– – -332 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –