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 | 11/12/2025 | 144.00 K | $1.87 M | -1.59% | 2.31% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 140.91 K | $1.83 M | -2.80% | 2.26% |
| MORGAN STANLEY | 11/14/2025 | 93.26 K | $1.21 M | 2.34% | 1.49% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 38.91 K | $504.91 K | -4.71% | 0.62% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 38.26 K | $496.36 K | 65.08% | 0.61% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 36.59 K | $474.78 K | 0.00% | 0.59% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 34.92 K | $453.00 K | 100.00% | 0.56% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 26.34 K | $341.80 K | -1.39% | 0.42% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 24.23 K | $314.00 K | 19.50% | 0.39% |
| UBS GROUP AG | 11/13/2025 | 23.80 K | $308.81 K | 1.80% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 21.40 K | $277.60 K | 0.30% | 0.34% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 16.86 K | $218.69 K | 0.03% | 0.27% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 12.70 K | $164.73 K | 100.00% | 0.20% |
| CAPROCK GROUP, LLC | 11/06/2025 | 11.59 K | $148.93 K | 100.00% | 0.19% |
| US BANCORP \DE\ | 11/12/2025 | 11.03 K | $143.17 K | 0.00% | 0.18% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 10.17 K | $131.91 K | -4.59% | 0.16% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 11/13/2025 | 10.00 K | $129.75 K | 100.00% | 0.16% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 9.60 K | $124.56 K | 0.00% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 6.49 K | $83.97 K | 24.14% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 3.81 K | $49.47 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.71 K | $21.96 K | 0.00% | 0.03% |
| IFP ADVISORS, INC | 12/02/2025 | 1.00 K | $12.98 K | -33.33% | 0.02% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Nuveen California Select Tax-Free Income Portfolio institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Nuveen California Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
LPL Financial LLC: 144,004
GUGGENHEIM CAPITAL LLC: 140,908
MORGAN STANLEY: 93,264
Advisors Asset Management, Inc.: 38,914
Hennion & Walsh Asset Management, Inc.: 38,255
WELLS FARGO & COMPANY/MN: 36,592
11.47% of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors.
Institutional investors have bought a total of 835.06 K shares in the last 24 months. This purchase volume represents approximately $11.06 M in transactions.