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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | LPL FINANCIAL LLC | 148,183 | $1.99 M | 754.18% | 2.33% |
| 04/17/2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 124,101 | $1.67 M | -4.78% | 1.95% |
| 05/15/2024 | MORGAN STANLEY | 82,821 | $1.11 M | -7.93% | 1.30% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 69,199 | $929,343 | -40.30% | 1.09% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 60,048 | $806,450 | 100.00% | 0.94% |
| 05/13/2024 | 1607 CAPITAL PARTNERS, LLC | 58,217 | $781,854 | 0.00% | 0.92% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 55,836 | $749,877 | -28.69% | 0.88% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 48,676 | $653,722 | -5.83% | 0.77% |
| 05/13/2024 | UBS GROUP AG | 25,145 | $337,697 | -22.19% | 0.40% |
| 05/24/2024 | CETERA INVESTMENT ADVISERS | 24,590 | $330,244 | 100.00% | 0.39% |
| 05/14/2024 | ADVISORS ASSET MANAGEMENT, INC. | 23,735 | $318,761 | -1.61% | 0.37% |
| 05/16/2024 | B. RILEY WEALTH ADVISORS, INC. | 20,564 | $251,158 | 0.00% | 0.32% |
| 05/09/2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,649 | $250,456 | -33.67% | 0.29% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 17,394 | $233,595 | 19.79% | 0.27% |
| 05/15/2024 | CETERA ADVISORS LLC | 15,000 | $201,450 | 100.00% | 0.24% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 13,812 | $185,494 | 100.00% | 0.22% |
| 05/08/2024 | US BANCORP \DE\ | 11,034 | $148,187 | 0.00% | 0.17% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 4,900 | $65,807 | -60.04% | 0.08% |
| 05/09/2024 | TORTOISE INVESTMENT MANAGEMENT, LLC | 1,350 | $18,131 | 0.00% | 0.02% |
| 04/25/2024 | ALLWORTH FINANCIAL LP | 1,000 | $13,430 | 0.00% | 0.02% |
| 05/15/2024 | ROYAL BANK OF CANADA | 700 | $9,000 | 0.00% | 0.01% |
| 05/03/2024 | FNY INVESTMENT ADVISERS, LLC | 100 | $1,000 | 100.00% | 0.00% |
| 05/13/2024 | D.A. DAVIDSON & CO. | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | -100.00% | 0.00% |
| 04/22/2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0 | $0 | -100.00% | 0.00% |
A. 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: 148,183
Hennion & Walsh Asset Management, Inc.: 124,101
MORGAN STANLEY: 82,821
GUGGENHEIM CAPITAL LLC: 69,199
Bank of New York Mellon Corp: 60,048
1607 Capital Partners, LLC: 58,217
A. 12.97% of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.03 M shares in the last 24 months. This purchase volume represents approximately $13.40 M in transactions.
