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Nuveen CA Select Tax-Free Income Portfolio

20 hedge funds and large institutions have $8.49M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.93M +$85.2K +6,469 +5%
GC
2
Guggenheim Capital
Illinois
$1.91M +$38.5K +2,926 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.2M -$37.2K -2,824 -3%
AAM
4
Advisors Asset Management
Colorado
$538K -$20.8K -1,576 -4%
Wells Fargo
5
Wells Fargo
California
$482K -$32.9K -2,499 -6%
Bank of America
6
Bank of America
North Carolina
$352K -$399K -30,311 -53%
UBS Group
7
UBS Group
Switzerland
$308K -$36.9K -2,805 -11%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$305K +$305K +23,173 New
Raymond James Financial
9
Raymond James Financial
Florida
$281K +$843 +64 +0.3%
WS
10
Wedbush Securities
California
$267K -$5.23K -397 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$222K -$7.9K -600 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$146K +$146K +11,053 New
US Bancorp
13
US Bancorp
Minnesota
$145K
Ameriprise
14
Ameriprise
Minnesota
$142K -$215K -16,357 -60%
MCM
15
MAI Capital Management
Ohio
$126K
Jones Financial Companies
16
Jones Financial Companies
Missouri
$67.6K -$5.57K -431 -8%
SPIA
17
Steward Partners Investment Advisory
New York
$50.2K
IA
18
IFP Advisors
Florida
$19.8K +$3.95K +300 +25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5K
FIA
20
FNY Investment Advisers
New York
$1K
WAM
21
Wolverine Asset Management
Illinois
-$309K -23,406 Closed
AIP
22
Almanack Investment Partners
Pennsylvania
-$132K -10,000 Closed
AF
23
Allworth Financial
California
-$12.6K -1,000 Closed