Nuveen Calif Select TAX Free

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$13.3K (+$90)

Filed 2026-04-13

Morgan Stanley

CLOSED

Shares0 from 158,462

Change-158,462 (-100%)

Value$0 (-$2.1M)

Filed 2026-05-15

Guggenheim Capital LLC

CLOSED

Shares0 from 132,985

Change-132,985 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-15

LPL Financial LLC

CLOSED

Shares0 from 131,218

Change-131,218 (-100%)

Value$0 (-$1.7M)

Filed 2026-05-06

Advisors Asset Management, Inc.

CLOSED

Shares0 from 75,406

Change-75,406 (-100%)

Value$0 (-$995.4K)

Filed 2026-05-15

Icon Advisers Inc

CLOSED

Shares0 from 71,644

Change-71,644 (-100%)

Value$0 (-$945.7K)

Filed 2026-05-13

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 39,975

Change-39,975 (-100%)

Value$0 (-$527.7K)

Filed 2026-05-13

Wells Fargo & Company

CLOSED

Shares0 from 37,878

Change-37,878 (-100%)

Value$0 (-$500.0K)

Filed 2026-07-08

Wedbush Securities Inc

CLOSED

Shares0 from 29,184

Change-29,184 (-100%)

Value$0 (-$385)

Filed 2026-04-21

Stratos Wealth Partners, Ltd.

CLOSED

Shares0 from 28,501

Change-28,501 (-100%)

Value$0 (-$376.2K)

Filed 2026-04-28

Raymond James Financial Inc

CLOSED

Shares0 from 18,049

Change-18,049 (-100%)

Value$0 (-$238.2K)

Filed 2026-05-14

Cetera Investment Advisers

CLOSED

Shares0 from 16,855

Change-16,855 (-100%)

Value$0 (-$222.5K)

Filed 2026-05-13

Gerber Kawasaki Wealth & Investment Management

CLOSED

Shares0 from 16,000

Change-16,000 (-100%)

Value$0 (-$211.2K)

Filed 2026-05-07

UBS Group AG

CLOSED

Shares0 from 15,416

Change-15,416 (-100%)

Value$0 (-$203.5K)

Filed 2026-05-05

Wolverine Asset Management LLC

CLOSED

Shares0 from 14,928

Change-14,928 (-100%)

Value$0 (-$197.1K)

Filed 2026-05-04

Caprock Group, LLC

CLOSED

Shares0 from 11,749

Change-11,749 (-100%)

Value$0 (-$155.1K)

Filed 2026-05-11

Equitable Holdings, Inc.

CLOSED

Shares0 from 11,522

Change-11,522 (-100%)

Value$0 (-$152.1K)

Filed 2026-05-15

Bank of America Corp

CLOSED

Shares0 from 11,409

Change-11,409 (-100%)

Value$0 (-$150.6K)

Filed 2026-05-18

Susquehanna International Group, LLP

CLOSED

Shares0 from 11,391

Change-11,391 (-100%)

Value$0 (-$150.4K)

Filed 2026-05-15

Almitas Capital LLC

CLOSED

Shares0 from 10,372

Change-10,372 (-100%)

Value$0 (-$136.9K)

Filed 2026-05-15

NWF Advisory Services Inc.

CLOSED

Shares0 from 10,210

Change-10,210 (-100%)

Value$0 (-$134.8K)

Filed 2026-05-04

MAI Capital Management

CLOSED

Shares0 from 9,600

Change-9,600 (-100%)

Value$0 (-$126.7K)

Filed 2026-05-15

Jones Financial Companies Lllp

CLOSED

Shares0 from 7,165

Change-7,165 (-100%)

Value$0 (-$94.6K)

Filed 2026-05-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 5,909

Change-5,909 (-100%)

Value$0 (-$78.0K)

Filed 2026-05-15

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 3,813

Change-3,813 (-100%)

Value$0 (-$50.3K)

Filed 2026-05-08

Quarry LP

CLOSED

Shares0 from 2,408

Change-2,408 (-100%)

Value$0 (-$31.8K)

Filed 2026-05-15

Farther Finance Advisors, LLC

CLOSED

Shares0 from 2,050

Change-2,050 (-100%)

Value$0 (-$27.1K)

Filed 2026-04-07

Noble Wealth Management PBC

CLOSED

Shares0 from 1,400

Change-1,400 (-100%)

Value$0 (-$18.5K)

Filed 2026-04-02

	Status
IFP Advisors, Inc	UNCHANGED	1,000	1,000	0	0%	$13.2K	$13.3K	+$90	2026-04-13
Morgan Stanley	CLOSED	0	158,462	-158,462	-100%	$2.1M	$0	-$2.1M	2026-05-15
Guggenheim Capital LLC	CLOSED	0	132,985	-132,985	-100%	$1.8M	$0	-$1.8M	2026-05-15
LPL Financial LLC	CLOSED	0	131,218	-131,218	-100%	$1.7M	$0	-$1.7M	2026-05-06
Advisors Asset Management, Inc.	CLOSED	0	75,406	-75,406	-100%	$995.4K	$0	-$995.4K	2026-05-15
Icon Advisers Inc	CLOSED	0	71,644	-71,644	-100%	$945.7K	$0	-$945.7K	2026-05-13
Hennion & Walsh Asset Management, Inc.	CLOSED	0	39,975	-39,975	-100%	$527.7K	$0	-$527.7K	2026-05-13
Wells Fargo & Company	CLOSED	0	37,878	-37,878	-100%	$500.0K	$0	-$500.0K	2026-07-08
Wedbush Securities Inc	CLOSED	0	29,184	-29,184	-100%	$385	$0	-$385	2026-04-21
Stratos Wealth Partners, Ltd.	CLOSED	0	28,501	-28,501	-100%	$376.2K	$0	-$376.2K	2026-04-28
Raymond James Financial Inc	CLOSED	0	18,049	-18,049	-100%	$238.2K	$0	-$238.2K	2026-05-14
Cetera Investment Advisers	CLOSED	0	16,855	-16,855	-100%	$222.5K	$0	-$222.5K	2026-05-13
Gerber Kawasaki Wealth & Investment Management	CLOSED	0	16,000	-16,000	-100%	$211.2K	$0	-$211.2K	2026-05-07
UBS Group AG	CLOSED	0	15,416	-15,416	-100%	$203.5K	$0	-$203.5K	2026-05-05
Wolverine Asset Management LLC	CLOSED	0	14,928	-14,928	-100%	$197.1K	$0	-$197.1K	2026-05-04
Caprock Group, LLC	CLOSED	0	11,749	-11,749	-100%	$155.1K	$0	-$155.1K	2026-05-11
Equitable Holdings, Inc.	CLOSED	0	11,522	-11,522	-100%	$152.1K	$0	-$152.1K	2026-05-15
Bank of America Corp	CLOSED	0	11,409	-11,409	-100%	$150.6K	$0	-$150.6K	2026-05-18
Susquehanna International Group, LLP	CLOSED	0	11,391	-11,391	-100%	$150.4K	$0	-$150.4K	2026-05-15
Almitas Capital LLC	CLOSED	0	10,372	-10,372	-100%	$136.9K	$0	-$136.9K	2026-05-15
NWF Advisory Services Inc.	CLOSED	0	10,210	-10,210	-100%	$134.8K	$0	-$134.8K	2026-05-04
MAI Capital Management	CLOSED	0	9,600	-9,600	-100%	$126.7K	$0	-$126.7K	2026-05-15
Jones Financial Companies Lllp	CLOSED	0	7,165	-7,165	-100%	$94.6K	$0	-$94.6K	2026-05-15
Osaic Holdings, Inc.	CLOSED	0	5,909	-5,909	-100%	$78.0K	$0	-$78.0K	2026-05-15
Steward Partners Investment Advisory, LLC	CLOSED	0	3,813	-3,813	-100%	$50.3K	$0	-$50.3K	2026-05-08
Quarry LP	CLOSED	0	2,408	-2,408	-100%	$31.8K	$0	-$31.8K	2026-05-15
Farther Finance Advisors, LLC	CLOSED	0	2,050	-2,050	-100%	$27.1K	$0	-$27.1K	2026-04-07
Noble Wealth Management PBC	CLOSED	0	1,400	-1,400	-100%	$18.5K	$0	-$18.5K	2026-04-02

Showing 28 of 28 institutions