Vault-13

NUVEEN CALIF SELECT TAX FREE

SH BEN INT · CUSIP 67063R103

23 institutional holders -2 vs Q1 2025
657,769657.8k shares reported held*
$8.7mreported value*
3 new 5 added 9 reduced 3 sold out net sold ≈ $607.9k (-46.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.17.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 20Q4 22: 18Q1 23: 21Q2 23: 21Q3 23: 20Q4 23: 22Q1 24: 22Q2 24: 24Q3 24: 19Q4 24: 26Q1 25: 25Q2 25: 2323Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202220
Q4 202218
Q1 202321
Q2 202321
Q3 202320
Q4 202322
Q1 202422
Q2 202424
Q3 202419
Q4 202426
Q1 202525
Q2 202523

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 23: 5 bought or addedQ3 23: 10 cut or sold outQ4 23: 11 bought or addedQ4 23: 9 cut or sold outQ4 23Q1 24: 7 bought or addedQ1 24: 12 cut or sold outQ2 24: 12 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 9 bought or addedQ3 24: 12 cut or sold outQ4 24: 10 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 10 cut or sold outQ2 25: 8 bought or addedQ2 25: 12 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023510
Q4 2023119
Q1 2024712
Q2 20241210
Q3 2024912
Q4 2024109
Q1 20251310
Q2 2025812

Biggest buyers

Hennion & Walsh Asset Management, Inc. New +23,173+23.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,053+11.1k
LPL Financial LLC Added +6,469+6.5k
GUGGENHEIM CAPITAL LLC Added +2,926+2.9k
OSAIC HOLDINGS, INC. New +1,710+1.7k
ROYAL BANK OF CANADA Added +350+350
IFP Advisors, Inc Added +300+300
RAYMOND JAMES FINANCIAL INC Added +64+64

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -30,311-30.3k
WOLVERINE ASSET MANAGEMENT LLC Sold out -23,406-23.4k
AMERIPRISE FINANCIAL INC Reduced -16,357-16.4k
Almanack Investment Partners, LLC. Sold out -10,000-10.0k
MORGAN STANLEY Reduced -2,824-2.8k
UBS Group AG Reduced -2,805-2.8k
WELLS FARGO & COMPANY/MN Reduced -2,499-2.5k
Advisors Asset Management, Inc. Reduced -1,576-1.6k
Allworth Financial LP Sold out -1,000-1.0k
Cetera Investment Advisers Reduced -600-600

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 146,331146.3k $1.9m $1.9m 0.00% Added +6.5k +6,469
2 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 144,966145.0k $1.9m $1.9m 0.02% Added +2.9k +2,926
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 91,13391.1k $1.2m $1.2m 0.00% Reduced -2.8k -2,824
4 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 40,83740.8k $537.8k $537.8k 0.01% Reduced -1.6k -1,576
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 36,59336.6k $481.9k $481.9k 0.00% Reduced -2.5k -2,499
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,71526.7k $351.8k $351.8k 0.00% Reduced -30.3k -30,311
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 23,37923.4k $307.9k $307.9k 0.00% Reduced -2.8k -2,805
8 Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio Parsippany, NJ 23,17323.2k $305.2k $305.2k 0.01% New
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,33121.3k $280.9k $280.9k 0.00% Added +64 +64
10 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 20,27720.3k $267.0k $267.0k 0.01% Reduced -397 -397
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,85016.9k $221.9k $221.9k 0.00% Reduced -600 -600
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,05311.1k $145.6k $145.6k 0.00% New
13 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 11,03411.0k $145.3k $145.3k 0.00% Unchanged
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,79210.8k $142.1k $142.1k 0.00% Reduced -16.4k -16,357
15 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 10,65510.7k $140.3k $140.3k 0.02% Unchanged
16 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 9,6009.6k $126.4k $126.4k 0.00% Unchanged
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,2275.2k $67.6k $67.6k 0.00% Reduced -431 -431
18 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,8133.8k $50.2k $50.2k 0.00% Unchanged
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,7101.7k $22.5k $22.5k 0.00% New
20 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5001.5k $19.8k $19.8k 0.00% Added +300 +300
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 700700 $10.0k $10.0k 0.00% Added +350 +350
22 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 100100 $1.0k $1.0k 0.00% Unchanged
23 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged