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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 $6.38M invested in Nuveen CA Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Regatta Capital Group
California
$627K
2
GC
2
Guggenheim Capital
Illinois
$441K
3
SCA
3
Snowden Capital Advisors
New York
$29K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35K
5
Wells Fargo
5
Wells Fargo
California
$564K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.82M
2
FFA
2
First Foundation Advisors
California
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$324K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.82M 110,275 -50,910 -32%
UBS Group
2
UBS Group
Switzerland
$669K 40,484 -1,843 -4%
RCG
3
Regatta Capital Group
California
$627K 37,944 +37,944 New
Wells Fargo
4
Wells Fargo
California
$564K 34,142 +1,098 +3%
GC
5
Guggenheim Capital
Illinois
$441K 26,704 +16,472 +161%
BRWM
6
B. Riley Wealth Management
Tennessee
$440K 26,626 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$338K 20,439 +73 +0.4%
AAM
8
Advisors Asset Management
Colorado
$324K 19,614 -10,655 -35%
WA
9
Winfield Associates
Ohio
$274K 16,600 – –
CA
10
Cetera Advisors
Colorado
$248K 15,000 – –
ACI
11
Alpha Cubed Investments
California
$221K 13,381 – –
DADC
12
D.A. Davidson & Co
Montana
$182K 10,994 +924 +9%
CCM
13
Covington Capital Management
California
$132K 8,000 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35K 2,103 +1,403 +200%
SCA
15
Snowden Capital Advisors
New York
$29K 1,800 +1,800 New
RFA
16
Reilly Financial Advisors
California
$21K 1,256 – –
AssetMark Inc
17
AssetMark Inc
California
$8K 500 +500 New
Bank of America
18
Bank of America
North Carolina
$3K 200 – –
FFA
19
First Foundation Advisors
California
– – -19,352 Closed
WAM
20
Wolverine Asset Management
Illinois
– – -13,017 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -10,427 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –