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Nuveen CA Select Tax-Free Income Portfolio

21 hedge funds and large institutions have $10.8M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.3M 179,912 +57,189 +47%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.67M 130,335 -4,534 -3%
GC
3
Guggenheim Capital
Illinois
$1.48M 115,916 -20,061 -15%
Ameriprise
4
Ameriprise
Minnesota
$1M 78,305 +11,185 +17%
1CP
5
1607 Capital Partners
Virginia
$745K 58,217 +46,391 +392%
Wells Fargo
6
Wells Fargo
California
$661K 51,690 +481 +0.9%
UBS Group
7
UBS Group
Switzerland
$413K 32,316 -512 -2%
WAM
8
Wolverine Asset Management
Illinois
$409K 31,980 +26,947 +535%
LCM
9
Landscape Capital Management
New Jersey
$360K 28,116 +28,116 New
AAM
10
Advisors Asset Management
Colorado
$309K 24,124 -129,832 -84%
BRWA
11
B. Riley Wealth Advisors
Florida
$263K 20,564
LPL Financial
12
LPL Financial
California
$222K 17,348 +585 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$186K 14,521 -11,813 -45%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$171K 13,403 +13,403 New
Bank of America
15
Bank of America
North Carolina
$157K 12,263 +8,763 +250%
DADC
16
D.A. Davidson & Co
Montana
$150K 11,699 -2,600 -18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$148K 11,600 +11,600 New
US Bancorp
18
US Bancorp
Minnesota
$141K 11,034 +11,034 New
TIM
19
Tortoise Investment Management
New York
$17.3K 1,350
AF
20
Allworth Financial
California
$12.8K 1,000
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K 700 -8,672 -93%
CA
22
Cetera Advisors
Colorado
-15,000 Closed
FIA
23
FNY Investment Advisers
New York
-100 Closed
CFGS
24
Concourse Financial Group Securities
Alabama