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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

18 hedge funds and large institutions have $6.81M invested in Nuveen CA Select Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.54M
2
WAM
2
Wolverine Asset Management
Illinois
$205K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$164K
4
GC
4
Guggenheim Capital
Illinois
$161K
5
CCM
5
Covington Capital Management
California
$126K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$305K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11K
3
PA
3
Parallel Advisors
California
$0
4
Citigroup
4
Citigroup
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$321K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.54M 161,185 +22,260 +16%
UBS Group
2
UBS Group
Switzerland
$667K 42,327 +2,437 +6%
Wells Fargo
3
Wells Fargo
California
$521K 33,044 +2,432 +8%
AAM
4
Advisors Asset Management
Colorado
$477K 30,269 +22 +0.1%
BRWM
5
B. Riley Wealth Management
Tennessee
$420K 26,626 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$321K 20,366 -466 -2%
FFA
7
First Foundation Advisors
California
$305K 19,352 -47,948 -71%
WA
8
Winfield Associates
Ohio
$262K 16,600 – –
CA
9
Cetera Advisors
Colorado
$236K 15,000 – –
ACI
10
Alpha Cubed Investments
California
$211K 13,381 – –
WAM
11
Wolverine Asset Management
Illinois
$205K 13,017 +13,017 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$164K 10,427 +10,427 New
GC
13
Guggenheim Capital
Illinois
$161K 10,232 +10,232 New
DADC
14
D.A. Davidson & Co
Montana
$159K 10,070 – –
CCM
15
Covington Capital Management
California
$126K 8,000 +8,000 New
RFA
16
Reilly Financial Advisors
California
$20K 1,256 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11K 700 -6,708 -91%
Bank of America
18
Bank of America
North Carolina
$3K 200 +200 New
PA
19
Parallel Advisors
California
– – -2,800 Closed
Citigroup
20
Citigroup
New York
– – -2,207 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –