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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

18 hedge funds and large institutions have $9.45M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.95M
2
Bank of America
2
Bank of America
North Carolina
$797K
3
AAM
3
Advisors Asset Management
Colorado
$612K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$98K
5
UBS Group
5
UBS Group
Switzerland
$383K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$731K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$675K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.12M 149,941 -3,164 -2%
GC
2
Guggenheim Capital
Illinois
$1.95M 137,580 +59,968 +77%
Ameriprise
3
Ameriprise
Minnesota
$807K 57,086 -1,062 -2%
Bank of America
4
Bank of America
North Carolina
$797K 56,350 +50,000 +787%
Morgan Stanley
5
Morgan Stanley
New York
$731K 51,690 -34,217 -40%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$675K 47,704 -18,311 -28%
AAM
7
Advisors Asset Management
Colorado
$612K 43,308 +10,108 +30%
Wells Fargo
8
Wells Fargo
California
$601K 42,488 -4,502 -10%
UBS Group
9
UBS Group
Switzerland
$383K 27,063 +2,000 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$247K 17,450 – –
RJA
11
Raymond James & Associates
Florida
$197K 13,932 +60 +0.4%
US Bancorp
12
US Bancorp
Minnesota
$156K 11,034 – –
Jones Financial Companies
13
Jones Financial Companies
Missouri
$98K 6,965 +6,965 New
SPIA
14
Steward Partners Investment Advisory
New York
$53.9K 3,813 +1,008 +36%
AF
15
Allworth Financial
California
$14.1K 1,000 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K 700 – –
IAIM
17
International Assets Investment Management
Florida
$1K 14,153 +13,152 +1,314%
FIA
18
FNY Investment Advisers
New York
$1K 100 +100 New
1CP
19
1607 Capital Partners
Virginia
– – -71,045 Closed
WAM
20
Wolverine Asset Management
Illinois
– – -15,705 Closed
LCM
21
Landscape Capital Management
New Jersey
– – -10,001 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
– – -9,999 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
– – -5,692 Closed
TIM
24
Tortoise Investment Management
New York
– – -1,350 Closed
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
– – -841 Closed
1
2