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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

23 hedge funds and large institutions have $9.27M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$204K
2
1CP
2
1607 Capital Partners
Virginia
$921K
3
AAM
3
Advisors Asset Management
Colorado
$430K
4
GC
4
Guggenheim Capital
Illinois
$1.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$73.8K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$856K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
LCM
4
Landscape Capital Management
New Jersey
$130K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$130K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.98M 153,105 +4,922 +3%
Morgan Stanley
2
Morgan Stanley
New York
$1.11M 85,907 +3,086 +4%
GC
3
Guggenheim Capital
Illinois
$1.01M 77,612 +8,413 +12%
1CP
4
1607 Capital Partners
Virginia
$921K 71,045 +12,828 +22%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$856K 66,015 -58,086 -47%
Ameriprise
6
Ameriprise
Minnesota
$754K 58,148 +2,312 +4%
Wells Fargo
7
Wells Fargo
California
$609K 46,990 -1,686 -3%
AAM
8
Advisors Asset Management
Colorado
$430K 33,200 +9,465 +40%
UBS Group
9
UBS Group
Switzerland
$325K 25,063 -82 -0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$226K 17,450 -7,140 -29%
WAM
11
Wolverine Asset Management
Illinois
$204K 15,705 +15,705 New
RJA
12
Raymond James & Associates
Florida
$180K 13,872 +60 +0.4%
US Bancorp
13
US Bancorp
Minnesota
$143K 11,034 – –
LCM
14
Landscape Capital Management
New Jersey
$130K 10,001 -8,648 -46%
Osaic Holdings
15
Osaic Holdings
Arizona
$130K 9,999 -7,395 -43%
Bank of America
16
Bank of America
North Carolina
$82.3K 6,350 +1,450 +30%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$73.8K 5,692 +5,692 New
SPIA
18
Steward Partners Investment Advisory
New York
$36.4K 2,805 +2,805 New
TIM
19
Tortoise Investment Management
New York
$17.5K 1,350 – –
AF
20
Allworth Financial
California
$13.2K 1,000 – –
IAIM
21
International Assets Investment Management
Florida
$13K 1,001 +1,001 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$10.9K 841 +841 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9K 700 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
– – -60,048 Closed
BRWA
25
B. Riley Wealth Advisors
Florida
– – -20,564 Closed
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