Nuveen California Select Tax-Free Income Portfolio

NYSE:NXC Stock Report

Market Cap: US$81.9m

Nuveen California Select Tax-Free Income Portfolio Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NXC?
Owner TypeNumber of SharesOwnership Percentage
Institutions703,93911.1%
General Public5,658,33788.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 11.06% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
2.23%
Guggenheim Partners, LLC
142,040US$1.8m2.7%0.01%
2.2%
LPL Financial Corporation, Asset Management Arm
139,862US$1.8m-1.36%no data
1.48%
Morgan Stanley, Investment Banking and Brokerage Investments
93,957US$1.2m0.13%no data
0.9%
Merrill Lynch & Co. Inc., Banking Investments
57,026US$734.5k40.2%no data
0.67%
Advisors Asset Management, Inc.
42,413US$546.3k-0.3%0.01%
0.61%
Wells Fargo & Company, Securities and Brokerage Investments
39,092US$503.5k-2.5%no data
0.43%
Columbia Management Investment Advisers, LLC
27,149US$349.7k-58.2%no data
0.41%
UBS Asset Management AG
26,184US$337.2k1.18%no data
0.37%
Wolverine Asset Management, LLC
23,406US$301.5k230%0.02%
0.33%
Raymond James Financial Inc., Asset Management Arm
21,267US$273.9k0.19%no data
0.32%
Wedbush Asset Management, LLC
20,674US$266.3k35.4%0.01%
0.27%
Cetera Investment Advisers LLC
17,450US$224.8k0%no data
0.18%
The Caprock Group, LLC
11,396US$146.8k0.69%no data
0.17%
U.S. Bancorp Asset Management, Inc.
11,034US$142.1k0%no data
0.16%
Almanack Investment Partners, LLC
10,000US$128.8k0%0.03%
0.15%
MAI Capital Management, LLC
9,600US$123.6k0%no data
0.06%
Steward Partners Investment Advisory, LLC
3,813US$49.1k0%no data
0.055%
Edward Jones Trust Company
3,526US$45.4k0%no data
0.022%
Noble Wealth Management P.B.C.
1,400US$18.0k0%0.01%
0.019%
IFP Advisors, LLC
1,200US$15.5k0%no data
0.016%
Allworth Financial, L.P.
1,000US$12.9k0%no data
0.0055%
Royal Bank of Canada, Banking & Securities Investments
350US$4.5k-50%no data
0.0016%
FNY Investment Advisers, LLC
100US$1.3k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/21 04:33
End of Day Share Price 2025/05/21 00:00
Earnings2025/02/28
Annual Earnings2025/02/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nuveen California Select Tax-Free Income Portfolio is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.