Institutional Ownership Nuveen California Select Tax Free Income Portfolio (NXC)
This table provides information about the institutional ownership of Nuveen California Select Tax Free Income Portfolio (NXC). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 726,116 shares, which have been reported (via 13F filing form) to have a value of $9.33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
146,331
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
144,966
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
93,957
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
57,026
shares
|
$732,784
0.0% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
40,837
shares
|
$524,755
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
36,593
shares
|
$470,220
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
23,379
shares
|
$300,420
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
23,173
shares
|
$297,773
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,267
shares
|
$273,280
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
20,277
shares
|
$260,559
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,850
shares
|
$216,522
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,932
shares
|
$179,026
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,396
shares
|
$146,438
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,053
shares
|
$142,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,034
shares
|
$141,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
10,792
shares
|
$138,677
0.0% of portfolio
|
Q2 2025
Reduced 60.25%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
10,655
shares
|
$136,916
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,600
shares
|
$123,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,227
shares
|
$67,166
0.0% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,813
shares
|
$48,997
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$19,275
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$17,990
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
350
shares
|
$4,497
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$1,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|