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Nuveen CA Select Tax-Free Income Portfolio

19 hedge funds and large institutions have $10.9M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.22M 164,537 -6,075 -4%
GC
2
Guggenheim Capital
Illinois
$2.03M 150,337 +11,319 +8%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.87M 138,780 +32,480 +31%
Morgan Stanley
4
Morgan Stanley
New York
$1.72M 127,756 -12,193 -9%
Wells Fargo
5
Wells Fargo
California
$572K 42,489 +5,949 +16%
UBS Group
6
UBS Group
Switzerland
$454K 33,672 -546 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$307K 22,827 +8,342 +58%
Ameriprise
8
Ameriprise
Minnesota
$293K 21,747 +3,522 +19%
BRWA
9
B. Riley Wealth Advisors
Florida
$278K 20,564 -6,062 -23%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$251K 18,626 +18,626 New
LPL Financial
11
LPL Financial
California
$231K 17,145 +35 +0.2%
CA
12
Cetera Advisors
Colorado
$202K 15,000
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$193K 14,299 +3,320 +30%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$184K 13,682
Bank of America
15
Bank of America
North Carolina
$101K 7,500 -4,900 -40%
AF
16
Allworth Financial
California
$13.5K 1,000
TRCT
17
Tower Research Capital (TRC)
New York
$4K 300 +300 New
FIA
18
FNY Investment Advisers
New York
$1K 100 +100 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$13 1 +1 New
DADC
20
D.A. Davidson & Co
Montana
-10,877 Closed
IA
21
IFP Advisors
Florida
-800 Closed
CFGS
22
Concourse Financial Group Securities
Alabama