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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 $10M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 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
1
Increased
4
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$817K
2
DADC
2
D.A. Davidson & Co
Montana
$174K
3
Wells Fargo
3
Wells Fargo
California
$623K
4
WAM
4
Wolverine Asset Management
Illinois
$61.3K
5
LPL Financial
5
LPL Financial
California
$204K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$1.65M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.49M
4
AAM
4
Advisors Asset Management
Colorado
$1.87M
5
1CP
5
1607 Capital Partners
Virginia
$144K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$1.87M 153,956 -6,956 -4%
GC
2
Guggenheim Capital
Illinois
$1.65M 135,977 -14,264 -9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.64M 134,869 -2,161 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.49M 122,723 -7,397 -6%
Ameriprise
5
Ameriprise
Minnesota
$817K 67,120 +37,378 +126%
Wells Fargo
6
Wells Fargo
California
$623K 51,209 +2,347 +5%
UBS Group
7
UBS Group
Switzerland
$400K 32,828 -385 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$320K 26,334 -821 -3%
BRWA
9
B. Riley Wealth Advisors
Florida
$251K 20,564 – –
LPL Financial
10
LPL Financial
California
$204K 16,763 +60 +0.4%
CA
11
Cetera Advisors
Colorado
$183K 15,000 – –
DADC
12
D.A. Davidson & Co
Montana
$174K 14,299 +14,299 New
1CP
13
1607 Capital Partners
Virginia
$144K 11,826 -3,655 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$114K 9,372 -1,771 -16%
WAM
15
Wolverine Asset Management
Illinois
$61.3K 5,033 +745 +17%
Bank of America
16
Bank of America
North Carolina
$42.6K 3,500 – –
TIM
17
Tortoise Investment Management
New York
$16.4K 1,350 – –
AF
18
Allworth Financial
California
$12.2K 1,000 – –
FIA
19
FNY Investment Advisers
New York
$1K 100 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -12,489 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –