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 27 institutions that hold shares in the stock, with a total of 757,040 shares, which have been reported (via 13F filing form) to have a value of $9.93 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
141,792
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
138,310
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
93,836
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 81.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
65,005
shares
|
$852,865
0.0% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
42,540
shares
|
$558,124
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
40,675
shares
|
$533,656
0.0% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
40,093
shares
|
$526,020
0.0% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25,879
shares
|
$339,532
0.0% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
21,652
shares
|
$284,074
0.01% of portfolio
|
Q4 2024
Reduced 54.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,226
shares
|
$278,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,450
shares
|
$228,944
0.0% of portfolio
|
Q2 2024
Reduced 29.04%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
15,272
shares
|
$200,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,932
shares
|
$182,787
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,569
shares
|
$164,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,318
shares
|
$148,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,034
shares
|
$144,766
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,930
shares
|
$143,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,600
shares
|
$125,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
7,094
shares
|
$93,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,787
shares
|
$62,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,813
shares
|
$50,026
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,526
shares
|
$46,261
0.0% of portfolio
|
Q4 2024
Reduced 49.38%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,607
shares
|
$21,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,400
shares
|
$18,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$13,120
0.0% of portfolio
|
Q2 2022
Reduced 66.67%
|