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Nuveen California Select Tax-Free Income Portfolio (NXC) Institutional Ownership

Nuveen California Select Tax-Free Income Portfolio logo
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Institutional Ownership Changes (13F Filings) for Nuveen California Select Tax-Free Income Portfolio (NYSE:NXC)

Current
Institutional Ownership
Percentage
11.89%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.54M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$963.75K
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NXC Institutional Buying and Selling by Quarter

Nuveen California Select Tax-Free Income Portfolio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/9/2026Corient Private Wealth LLC52,800$697K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.193,276$2.55M0.1%+453.6%0.000%
2/19/2026Corient Private Wealth LLC52,800$697K0.0%N/A0.000%
2/18/2026Rivernorth Capital Management LLC11,024$146K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC132,985$1.76M0.0%-5.6%0.000%
2/17/2026Almitas Capital LLC10,372$137K0.0%N/A0.000%
2/17/2026Equitable Holdings Inc.11,522$152K0.0%-9.2%0.000%
2/13/2026Quarry LP2,408$32K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN37,878$500K0.0%+3.5%0.000%
2/13/2026Gerber Kawasaki Wealth & Investment Management16,000$211K0.0%+60.0%0.000%
2/12/2026Advisors Asset Management Inc.37,703$498K0.0%-3.1%0.000%
2/12/2026 Wedbush Securities Inc.29,184$385K0.0%+20.4%0.000%
2/11/2026 LPL Financial LLC131,218$1.73M0.0%-8.9%0.000%
2/2/2026 Wolverine Asset Management LLC14,928$197K0.0%N/A0.000%
1/23/2026 Farther Finance Advisors LLC2,050$27K0.0%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.28,501$376K0.0%N/A0.000%
1/14/2026Hennion & Walsh Asset Management Inc.39,975$528K0.0%+4.5%0.000%
11/14/2025Equitable Holdings Inc.12,696$165K0.0%N/A0.000%
11/13/2025Gerber Kawasaki Wealth & Investment Management10,000$130K0.0%N/A0.000%
11/6/2025 Wedbush Securities Inc.24,230$314K0.0%+19.5%0.000%
11/6/2025Caprock Group LLC11,594$149K0.0%N/A0.000%
11/6/2025Advisors Asset Management Inc.38,914$505K0.0%-4.7%0.000%
11/4/2025Jones Financial Companies Lllp6,489$84K0.0%+24.1%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.38,255$496K0.0%+65.1%0.000%
8/15/2025Bank of America Corp DE26,715$352K0.0%-53.2%0.000%
8/15/2025Ameriprise Financial Inc.10,792$142K0.0%-60.2%0.000%
8/13/2025Guggenheim Capital LLC144,966$1.91M0.0%+2.1%0.000%
8/12/2025Advisors Asset Management Inc.40,837$538K0.0%-3.7%0.000%
5/12/2025Wolverine Asset Management LLC23,406$309K0.0%+229.9%0.368%
5/7/2025LPL Financial LLC139,862$1.85M0.0%-1.4%2.198%
5/6/2025Wedbush Securities Inc.20,674$273K0.0%+35.4%0.325%
4/25/2025Almanack Investment Partners LLC.10,000$132K0.0%N/A0.157%
2/17/2025Bank of America Corp DE40,675$526K0.0%-27.8%0.640%
2/17/2025Ameriprise Financial Inc.65,005$841K0.0%+13.9%1.022%
2/13/2025Raymond James Financial Inc.21,226$275K0.0%N/A0.334%
2/13/2025Wedbush Securities Inc.15,272$198K0.0%N/A0.240%
2/13/2025Wells Fargo & Company MN40,093$519K0.0%-5.6%0.630%
2/11/2025LPL Financial LLC141,792$1.83M0.0%-5.4%2.229%
2/6/2025Raymond James Financial Inc.21,226$275K0.0%N/A0.334%
2/6/2025Jones Financial Companies Lllp3,526$46K0.0%-49.4%0.055%
2/3/2025Wolverine Asset Management LLC7,094$92K0.0%N/A0.112%
1/23/2025Caprock Group LLC11,318$146K0.0%N/A0.178%
1/15/2025Hennion & Walsh Asset Management Inc.21,652$280K0.0%-54.6%0.340%
11/8/2024Advisors Asset Management Inc.43,308$612K0.0%+30.4%0.681%
10/23/2024Hennion & Walsh Asset Management Inc.47,704$675K0.0%-27.7%0.750%
10/22/2024International Assets Investment Management LLC14,153$200K0.0%+1,313.9%0.222%
8/16/2024Northwestern Mutual Wealth Management Co.5,692$74K0.0%N/A0.089%
8/2/2024Wolverine Asset Management LLC15,705$204K0.0%N/A0.247%
7/20/2024Hennion & Walsh Asset Management Inc.66,015$856K0.0%-46.8%1.038%
5/24/2024Cetera Advisors LLC15,000$201K0.0%N/A0.236%
4/17/2024Hennion & Walsh Asset Management Inc.124,101$1.67M0.1%-4.8%1.951%
2/13/20241607 Capital Partners LLC58,217$745K0.1%+392.3%0.915%
2/9/2024D.A. Davidson & CO.11,699$150K0.0%-18.2%0.184%
2/1/2024Wolverine Asset Management LLC31,980$409K0.0%+535.4%0.503%
1/16/2024Raymond James Financial Services Advisors Inc.11,600$148K0.0%N/A0.182%
11/15/20231607 Capital Partners LLC11,826$144K0.0%-23.6%0.186%
11/15/2023Advisors Asset Management Inc.153,956$1.87M0.0%-4.3%2.421%
11/8/2023D.A. Davidson & CO.14,299$174K0.0%N/A0.225%
10/27/2023Hennion & Walsh Asset Management Inc.134,869$1.64M0.1%-1.6%2.121%
8/7/2023Wolverine Asset Management LLC4,288$56K0.0%N/A0.067%
5/11/2023Guggenheim Capital LLC150,337$2.03M0.0%+8.1%2.363%
4/20/2023Hennion & Walsh Asset Management Inc.138,780$1.87M0.1%+30.6%2.182%
1/12/2023Hennion & Walsh Asset Management Inc.106,300$1.53M0.1%+76.3%1.671%
11/15/20221607 Capital Partners LLC16,001$209K0.0%+107.8%0.252%
11/14/2022Guggenheim Capital LLC116,891$1.53M0.0%+17.7%1.838%
11/14/2022Hennion & Walsh Asset Management Inc.60,291$789K0.1%N/A0.948%
11/8/2022Advisors Asset Management Inc.163,989$2.15M0.0%+6.0%2.578%
10/25/2022Raymond James Financial Services Advisors Inc.13,682$179K0.0%+14.8%0.215%
8/9/2022Regatta Capital Group LLC11,734$160K0.1%-76.1%0.184%
8/8/2022Advisors Asset Management Inc.154,766$2.11M0.0%+179.8%2.433%
5/17/2022Regatta Capital Group LLC49,118$697K0.2%+29.4%0.774%
4/22/2022Allworth Financial LP3,000$43K0.0%N/A0.047%
2/23/2022Regatta Capital Group LLC37,944$627K0.2%N/A0.597%


NXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NXC shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Nuveen California Select Tax-Free Income Portfolio. The most heavily invested institutionals were Sit Investment Associates Inc. ($2.55M), Guggenheim Capital LLC ($1.76M), LPL Financial LLC ($1.73M), Corient Private Wealth LLC ($697K), Hennion & Walsh Asset Management Inc. ($528K), Wells Fargo & Company MN ($500K), and Advisors Asset Management Inc. ($498K).Learn more on Nuveen California Select Tax-Free Income Portfolio's institutional investors.

What percentage of Nuveen California Select Tax-Free Income Portfolio's stock is owned by institutional investors?

11.89% of Nuveen California Select Tax-Free Income Portfolio's stock is owned by institutional investors. Learn more on NXC's institutional investor holdings.

Which institutional investors have been buying Nuveen California Select Tax-Free Income Portfolio's stock?

Of the 23 institutional investors that purchased Nuveen California Select Tax-Free Income Portfolio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($158.36K), Corient Private Wealth LLC ($105.60K), Wolverine Asset Management LLC ($54.04K), Raymond James Financial Inc. ($42.45K), Wedbush Securities Inc. ($29.58K), Stratos Wealth Partners LTD. ($28.50K), and Caprock Group LLC ($22.91K).

How much institutional buying is happening at Nuveen California Select Tax-Free Income Portfolio?

Institutional investors have bought a total of 421,029 shares in the last 24 months. This purchase volume represents approximately $5.54M in transactions.

Which of Nuveen California Select Tax-Free Income Portfolio's major shareholders have been selling company stock?

The following institutional investors have sold Nuveen California Select Tax-Free Income Portfolio stock in the last 24 months: Bank of America Corp DE ($30.31K), Ameriprise Financial Inc. ($16.36K), LPL Financial LLC ($12.79K), Guggenheim Capital LLC ($7.92K), Advisors Asset Management Inc. ($4.71K), and Equitable Holdings Inc. ($1.17K).

How much institutional selling is happening at Nuveen California Select Tax-Free Income Portfolio?

Institutional investors have sold a total of 73,261 shares in the last 24 months. This volume of shares sold represents approximately $963.75K in transactions.


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This page (NYSE:NXC) was last updated on 5/8/2026 by MarketBeat.com Staff.
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