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 26 institutions that hold shares in the stock, with a total of 733,009 shares, which have been reported (via 13F filing form) to have a value of $9.73 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
144,004
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
140,908
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
93,264
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
38,914
shares
|
$516,388
0.01% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
38,255
shares
|
$507,643
0.02% of portfolio
|
Q3 2025
Added 65.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
36,592
shares
|
$485,575
0.0% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
34,915
shares
|
$463,322
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
26,343
shares
|
$349,571
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
24,230
shares
|
$321,532
0.01% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
23,800
shares
|
$315,826
0.0% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
21,395
shares
|
$283,911
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
16,855
shares
|
$223,665
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,932
shares
|
$184,877
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,696
shares
|
$168,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
11,594
shares
|
$153,852
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,034
shares
|
$146,421
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
10,166
shares
|
$134,902
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$132,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,600
shares
|
$127,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,489
shares
|
$86,109
0.0% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,813
shares
|
$50,598
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,710
shares
|
$22,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$18,578
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,000
shares
|
$13,270
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
100
shares
|
$1,327
0.0% of portfolio
|
Q1 2025
New holding
|
|