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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

24 hedge funds and large institutions have $9.45M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$752K
2
WAM
2
Wolverine Asset Management
Illinois
$309K
3
NAS
3
NWF Advisory Services
California
$141K
4
AIP
4
Almanack Investment Partners
Pennsylvania
$132K
5
WS
5
Wedbush Securities
California
$273K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$358K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
VHAM
5
Van Hulzen Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.87M 142,040 +3,730 +3%
LPL Financial
2
LPL Financial
California
$1.84M 139,862 -1,930 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.24M 93,957 +121 +0.1%
Bank of America
4
Bank of America
North Carolina
$752K 57,026 +16,351 +40%
AAM
5
Advisors Asset Management
Colorado
$559K 42,413 -127 -0.3%
Wells Fargo
6
Wells Fargo
California
$516K 39,092 -1,001 -2%
Ameriprise
7
Ameriprise
Minnesota
$358K 27,149 -37,856 -58%
UBS Group
8
UBS Group
Switzerland
$345K 26,184 +305 +1%
WAM
9
Wolverine Asset Management
Illinois
$309K 23,406 +16,312 +230%
Raymond James Financial
10
Raymond James Financial
Florida
$281K 21,267 +41 +0.2%
WS
11
Wedbush Securities
California
$273K 20,674 +5,402 +35%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$230K 17,450 – –
CG
13
Caprock Group
Idaho
$150K 11,396 +78 +0.7%
US Bancorp
14
US Bancorp
Minnesota
$146K 11,034 – –
NAS
15
NWF Advisory Services
California
$141K 10,655 +10,655 New
AIP
16
Almanack Investment Partners
Pennsylvania
$132K 10,000 +10,000 New
MCM
17
MAI Capital Management
Ohio
$127K 9,600 – –
Jones Financial Companies
18
Jones Financial Companies
Missouri
$74.1K 5,658 +2,132 +60%
SPIA
19
Steward Partners Investment Advisory
New York
$50.3K 3,813 – –
NWMP
20
Noble Wealth Management PBC
Colorado
$18.5K 1,400 – –
IA
21
IFP Advisors
Florida
$15.8K 1,200 +1,200 New
AF
22
Allworth Financial
California
$12.6K 1,000 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K 350 -350 -50%
FIA
24
FNY Investment Advisers
New York
$1K 100 +100 New
HWAM
25
Hennion & Walsh Asset Management
New Jersey
– – -21,652 Closed
1
2