Recent Quarter Total Invested
$10.45 M
Recent Quarter Institutional Ownership Percentage
10.73%
Total Invested of Last Quarter
$9.27 M
Ownership Percentage of Last Quarter
11.24%
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 | 11/08/2024 | 149,941 | $2.12 M | -2.07% | 2.36% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 57,086 | $807,196 | -1.83% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 56,350 | $796,789 | 787.40% | 0.89% |
| MORGAN STANLEY | 11/14/2024 | 51,690 | $730,901 | -39.83% | 0.81% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 47,704 | $674,535 | -27.74% | 0.75% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 43,308 | $612,375 | 30.45% | 0.68% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 42,488 | $600,784 | -9.58% | 0.67% |
| UBS GROUP AG | 11/14/2024 | 27,063 | $382,671 | 7.98% | 0.43% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 17,450 | $246,743 | 0.00% | 0.27% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 14,153 | $1.00 M | 1,313.89% | 0.22% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 13,932 | $196,997 | 0.43% | 0.22% |
| US BANCORP \DE\ | 10/28/2024 | 11,034 | $156,021 | 0.00% | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 11/12/2024 | 6,965 | $97,998 | 100.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 3,813 | $53,916 | 35.94% | 0.06% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 1,000 | $14,140 | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2024 | 700 | $10,000 | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 10/18/2024 | 100 | $1,000 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
Nuveen California Select Tax-Free Income Portfolioinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of NXC shares?
During the previous two years, 33 institutional investors and hedge funds held shares of Nuveen California Select Tax-Free Income Portfolio. The most heavily invested institutionals were:
LPL Financial LLC: 149,941
AMERIPRISE FINANCIAL INC: 57,086
BANK OF AMERICA CORP /DE/: 56,350
MORGAN STANLEY: 51,690
Hennion & Walsh Asset Management, Inc.: 47,704
Advisors Asset Management, Inc.: 43,308
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What percentage of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors?
10.73% of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors.
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How much institutional buying is happening at NXC ?
Institutional investors have bought a total of 646,823 shares in the last 24 months. This purchase volume represents approximately $8.60 M in transactions.