Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
423,154
-
Shares change
-
+53,840
-
Total reported value, excl. options
-
$7,135,000
-
Value change
-
+$912,018
-
Number of buys
-
4
-
Number of sells
-
-8
-
Price
-
$16.86
Significant Holders of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) as of Q2 2021
18 filings reported holding NXC - NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT as of Q2 2021.
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 423,154 shares
.
Largest 10 shareholders include MORGAN STANLEY (138,925 shares), FIRST FOUNDATION ADVISORS (67,300 shares), UBS Group AG (39,890 shares), WELLS FARGO & COMPANY/MN (30,612 shares), Advisors Asset Management, Inc. (30,247 shares), B. Riley Wealth Management, Inc. (26,626 shares), OSAIC HOLDINGS, INC. (20,832 shares), Winfield Associates, Inc. (16,600 shares), Cetera Advisors LLC (15,000 shares), and Alpha Cubed Investments, LLC (13,381 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.