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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 $6.54M invested in Nuveen CA Select Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 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
4
Increased
5
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$949K
2
AAM
2
Advisors Asset Management
Colorado
$785K
3
RCG
3
Regatta Capital Group
California
$697K
4
AF
4
Allworth Financial
California
$43K
5
Bank of America
5
Bank of America
North Carolina
$33K

Top Sellers

1
ACI
1
Alpha Cubed Investments
California
$0
2
SCA
2
Snowden Capital Advisors
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10K
5
UBS Group
5
UBS Group
Switzerland
$555K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.54M 108,707 -1,568 -1%
GC
2
Guggenheim Capital
Illinois
$949K 66,824 +40,120 +150%
AAM
3
Advisors Asset Management
Colorado
$785K 55,310 +35,696 +182%
RCG
4
Regatta Capital Group
California
$697K 49,118 +11,174 +29%
UBS Group
5
UBS Group
Switzerland
$555K 39,078 -1,406 -3%
Wells Fargo
6
Wells Fargo
California
$478K 33,636 -506 -1%
BRWM
7
B. Riley Wealth Management
Tennessee
$378K 26,626 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$319K 22,485 +2,046 +10%
WA
9
Winfield Associates
Ohio
$233K 16,400 -200 -1%
CA
10
Cetera Advisors
Colorado
$213K 15,000 – –
DADC
11
D.A. Davidson & Co
Montana
$156K 10,994 – –
CCM
12
Covington Capital Management
California
$114K 8,000 – –
AF
13
Allworth Financial
California
$43K 3,000 +3,000 New
Bank of America
14
Bank of America
North Carolina
$33K 2,300 +2,100 +1,050%
Creative Planning
15
Creative Planning
Kansas
$18K 1,256 +1,256 New
IA
16
IFP Advisors
Florida
$11K 800 +800 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K 700 -1,403 -67%
FIA
18
FNY Investment Advisers
New York
$1K 100 +100 New
ACI
19
Alpha Cubed Investments
California
– – -13,381 Closed
SCA
20
Snowden Capital Advisors
New York
– – -1,800 Closed
AssetMark Inc
21
AssetMark Inc
California
– – -500 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –