Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
743,107
-
Shares change
-
+50,449
-
Total reported value, excl. options
-
$9,613,333
-
Value change
-
-$164,619
-
Number of buys
-
10
-
Number of sells
-
-9
-
Price
-
$12.94
Significant Holders of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) as of Q4 2024
27 filings reported holding NXC - NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT as of Q4 2024.
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 743,107 shares
.
Largest 10 shareholders include LPL Financial LLC (141,792 shares), GUGGENHEIM CAPITAL LLC (138,310 shares), MORGAN STANLEY (93,835 shares), AMERIPRISE FINANCIAL INC (65,005 shares), Advisors Asset Management, Inc. (42,540 shares), BANK OF AMERICA CORP /DE/ (40,675 shares), WELLS FARGO & COMPANY/MN (40,093 shares), UBS Group AG (25,879 shares), Hennion & Walsh Asset Management, Inc. (21,652 shares), and RAYMOND JAMES FINANCIAL INC (21,226 shares).
This table shows the top 25 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.