Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
HUNTINGTON NATIONAL BANK | 19 | 12 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q2 2019 | 31 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
GUGGENHEIM CAPITAL LLC | 16 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 25 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
LPL Financial LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 20 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 18 |
Apriem Advisors | 16 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 17 |
Invesco Ltd. | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 17 |
Winfield Associates, Inc. | 16 | 16 | 0.08% | 0.12% | 0.14% | Q2 2018 | Q1 2022 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q2 2022 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.00% | 0.00% | 0.02% | Q3 2011 | Q4 2014 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2021 | 14 |
Tortoise Investment Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2015 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2018 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 11 |
Alpha Cubed Investments, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 11 |
Cetera Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2019 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2019 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
PRIVATE MANAGEMENT GROUP INC | 5 | 5 | 0.02% | 0.07% | 0.09% | Q4 2013 | Q4 2014 | 5 |
DOLIVER ADVISORS, LP | 3 | 2 | 0.08% | 0.14% | 0.19% | Q3 2013 | Q2 2017 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.08% | 0.20% | 0.27% | Q4 2021 | Q3 2022 | 4 |
1607 Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 2 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own NUVEEN CA SELECT TAX FREE PR or have owned NUVEEN CA SELECT TAX FREE PR in the past.