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Nuveen CA Select Tax-Free Income Portfolio

22 hedge funds and large institutions have $11.1M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.99M 148,183 +130,835 +754%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.67M 124,101 -6,234 -5%
Morgan Stanley
3
Morgan Stanley
New York
$1.11M 82,821 -97,091 -54%
GC
4
Guggenheim Capital
Illinois
$929K 69,199 -46,717 -40%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$806K 60,048 +60,048 New
1CP
6
1607 Capital Partners
Virginia
$782K 58,217
Ameriprise
7
Ameriprise
Minnesota
$750K 55,836 -22,469 -29%
Wells Fargo
8
Wells Fargo
California
$654K 48,676 -3,014 -6%
UBS Group
9
UBS Group
Switzerland
$338K 25,145 -7,171 -22%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$330K 24,590 +24,590 New
AAM
11
Advisors Asset Management
Colorado
$319K 23,735 -389 -2%
BRWA
12
B. Riley Wealth Advisors
Florida
$251K 20,564
LCM
13
Landscape Capital Management
New Jersey
$250K 18,649 -9,467 -34%
Osaic Holdings
14
Osaic Holdings
Arizona
$234K 17,394 +2,873 +20%
CA
15
Cetera Advisors
Colorado
$201K 15,000 +15,000 New
RJA
16
Raymond James & Associates
Florida
$185K 13,812 +13,812 New
US Bancorp
17
US Bancorp
Minnesota
$148K 11,034
Bank of America
18
Bank of America
North Carolina
$65.8K 4,900 -7,363 -60%
TIM
19
Tortoise Investment Management
New York
$18.1K 1,350
AF
20
Allworth Financial
California
$13.4K 1,000
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K 700
FIA
22
FNY Investment Advisers
New York
$1 100 +100 New
WAM
23
Wolverine Asset Management
Illinois
-31,980 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-13,403 Closed
DADC
25
D.A. Davidson & Co
Montana
-11,699 Closed