Nuveen California Select Tax-Free Income Portfolio Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2025 | 141,792 | $1.83 M | -5.43% | 2.23% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 138,310 | $1.79 M | 0.53% | 2.17% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 65,005 | $840,840 | 13.87% | 1.02% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 42,540 | $550,255 | -1.77% | 0.67% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 40,093 | $518,609 | -5.64% | 0.63% |
| UBS GROUP AG | 02/14/2025 | 25,879 | $334,745 | -4.38% | 0.41% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 21,652 | $280,069 | -54.61% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 21,226 | $274,556 | 100.00% | 0.33% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 17,450 | $225,716 | 0.00% | 0.27% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 15,272 | $198,000 | 100.00% | 0.24% |
| CREATIVE PLANNING | 02/14/2025 | 12,569 | $162,583 | 100.00% | 0.20% |
| CAPROCK GROUP, LLC | 01/23/2025 | 11,318 | $146,398 | 100.00% | 0.18% |
| US BANCORP \DE\ | 02/05/2025 | 11,034 | $142,725 | 0.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 10,930 | $141,380 | 100.00% | 0.17% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 9,600 | $124,176 | 100.00% | 0.15% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 7,094 | $91,760 | 100.00% | 0.11% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 02/10/2025 | 4,787 | $61,920 | 100.00% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 3,813 | $49,321 | 0.00% | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 3,526 | $45,609 | -49.38% | 0.06% |
| 01/15/2025 | 1,607 | $20,787 | 100.00% | 0.03% | |
| 02/05/2025 | 1,400 | $18,109 | 100.00% | 0.02% | |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 1,000 | $13,073 | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/14/2025 | 700 | $9,000 | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 01/13/2025 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 01/08/2025 | 0 | $0 | -100.00% | 0.00% |
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Nuveen California Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Nuveen California Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
LPL Financial LLC: 141,792
GUGGENHEIM CAPITAL LLC: 138,310
AMERIPRISE FINANCIAL INC: 65,005
Advisors Asset Management, Inc.: 42,540
WELLS FARGO & COMPANY/MN: 40,093
UBS Group AG: 25,879
11.68% of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 829,608 shares in the last 24 months. This purchase volume represents approximately $10.86 M in transactions.