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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

19 hedge funds and large institutions have $9.46M invested in Nuveen CA Select Tax-Free Income Portfolio in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$789K
2
RCG
2
Regatta Capital Group
California
$669K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$350K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.8M
5
GC
5
Guggenheim Capital
Illinois
$1.53M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$382K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$246K
3
Bank of America
3
Bank of America
North Carolina
$42K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.15M 163,989 +9,223 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.8M 137,831 +17,935 +15%
GC
3
Guggenheim Capital
Illinois
$1.53M 116,891 +17,539 +18%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$789K 60,291 +60,291 New
RCG
5
Regatta Capital Group
California
$669K 49,118 +37,384 +319%
Wells Fargo
6
Wells Fargo
California
$522K 39,908 +1,822 +5%
UBS Group
7
UBS Group
Switzerland
$382K 29,230 -9,708 -25%
BRWA
8
B. Riley Wealth Advisors
Florida
$350K 26,708 +26,708 New
Osaic Holdings
9
Osaic Holdings
Arizona
$246K 18,790 -9,136 -33%
LPL Financial
10
LPL Financial
California
$226K 17,313 +17,313 New
1CP
11
1607 Capital Partners
Virginia
$209K 16,001 +8,301 +108%
CA
12
Cetera Advisors
Colorado
$196K 15,000 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$179K 13,682 +1,765 +15%
DADC
14
D.A. Davidson & Co
Montana
$142K 10,877 – –
Bank of America
15
Bank of America
North Carolina
$42K 3,200 -2,391 -43%
AF
16
Allworth Financial
California
$13K 1,000 – –
IA
17
IFP Advisors
Florida
$11K 800 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9K 700 – –
FIA
19
FNY Investment Advisers
New York
$1K 100 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –