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Nuveen CA Select Tax-Free Income Portfolio

19 hedge funds and large institutions have $10.7M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.1M 160,912 -3,625 -2%
GC
2
Guggenheim Capital
Illinois
$1.96M 150,241 -96 -0.1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.79M 137,030 -1,750 -1%
Morgan Stanley
4
Morgan Stanley
New York
$1.7M 130,120 +2,364 +2%
Wells Fargo
5
Wells Fargo
California
$637K 48,862 +6,373 +15%
UBS Group
6
UBS Group
Switzerland
$433K 33,213 -459 -1%
Ameriprise
7
Ameriprise
Minnesota
$388K 29,742 +7,995 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$354K 27,155 +4,328 +19%
BRWA
9
B. Riley Wealth Advisors
Florida
$269K 20,564
LPL Financial
10
LPL Financial
California
$218K 16,703 -442 -3%
1CP
11
1607 Capital Partners
Virginia
$202K 15,481 +15,481 New
CA
12
Cetera Advisors
Colorado
$195K 15,000
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$163K 12,489 -6,137 -33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$145K 11,143 -3,156 -22%
WAM
15
Wolverine Asset Management
Illinois
$55.9K 4,288 +4,288 New
Bank of America
16
Bank of America
North Carolina
$45.6K 3,500 -4,000 -53%
TIM
17
Tortoise Investment Management
New York
$17.6K 1,350 +1,350 New
AF
18
Allworth Financial
California
$13K 1,000
FIA
19
FNY Investment Advisers
New York
$1K 100
RJFSA
20
Raymond James Financial Services Advisors
Florida
-13,682 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-300 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama