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Nuveen CA Select Tax-Free Income Portfolio

25 hedge funds and large institutions have $9.61M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.83M 141,792 -8,149 -5%
GC
2
Guggenheim Capital
Illinois
$1.79M 138,310 +730 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$1.21M 93,836 +42,146 +82%
Ameriprise
4
Ameriprise
Minnesota
$841K 65,005 +7,919 +14%
AAM
5
Advisors Asset Management
Colorado
$550K 42,540 -768 -2%
Bank of America
6
Bank of America
North Carolina
$526K 40,675 -15,675 -28%
Wells Fargo
7
Wells Fargo
California
$519K 40,093 -2,395 -6%
UBS Group
8
UBS Group
Switzerland
$335K 25,879 -1,184 -4%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$280K 21,652 -26,052 -55%
Raymond James Financial
10
Raymond James Financial
Florida
$275K 21,226 +21,226 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$226K 17,450
WS
12
Wedbush Securities
California
$198K 15,272 +15,272 New
Creative Planning
13
Creative Planning
Kansas
$163K 12,569 +12,569 New
CG
14
Caprock Group
Idaho
$146K 11,318 +11,318 New
US Bancorp
15
US Bancorp
Minnesota
$143K 11,034
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$141K 10,930 +10,930 New
MCM
17
MAI Capital Management
Ohio
$124K 9,600 +9,600 New
WAM
18
Wolverine Asset Management
Illinois
$91.8K 7,094 +7,094 New
VHAM
19
Van Hulzen Asset Management
California
$61.9K 4,787 +4,787 New
SPIA
20
Steward Partners Investment Advisory
New York
$49.3K 3,813
Jones Financial Companies
21
Jones Financial Companies
Missouri
$45.6K 3,526 -3,439 -49%
DRP
22
Decker Retirement Planning
Utah
$20.8K 1,607 +1,607 New
NWMP
23
Noble Wealth Management PBC
Colorado
$18.1K 1,400 +1,400 New
AF
24
Allworth Financial
California
$13.1K 1,000
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K 700