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 25 institutions that hold shares in the stock, with a total of 720,003 shares, which have been reported (via 13F filing form) to have a value of $9.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
142,040
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
139,862
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
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
|
$736,775
0.0% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
42,413
shares
|
$547,975
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
39,092
shares
|
$505,068
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
27,149
shares
|
$350,765
0.0% of portfolio
|
Q1 2025
Reduced 58.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
26,184
shares
|
$338,297
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
23,406
shares
|
$302,405
0.01% of portfolio
|
Q1 2025
Added 229.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,267
shares
|
$274,769
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,674
shares
|
$267,108
0.01% of portfolio
|
Q1 2025
Added 35.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,450
shares
|
$225,454
0.0% of portfolio
|
Q2 2024
Reduced 29.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,932
shares
|
$180,001
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
11,396
shares
|
$147,236
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,034
shares
|
$142,559
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$129,200
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,600
shares
|
$124,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,658
shares
|
$73,101
0.0% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,813
shares
|
$49,263
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,400
shares
|
$18,088
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,200
shares
|
$15,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$12,920
0.0% of portfolio
|
Q2 2022
Reduced 66.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
350
shares
|
$4,522
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$1,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|