Latest Institutional Transactions on Nuveen California Select Tax Free Income Portfolio (NXC)
This table provides information on the latest institutional transactions involving Nuveen California Select Tax Free Income Portfolio (NXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
269K+ 7628.81% |
$3.47M - $3.58M
|
273K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-127- 0.3% |
$1.64K - $1.69K
|
42.4K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-350- 50.0% |
$4.52K - $4.66K
|
350
$4.46K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
78+ 0.69% |
$1.01K - $1.04K
|
11.4K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121+ 0.13% |
$1.56K - $1.61K
|
94K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 40.2% |
$211K - $218K
|
57K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.9K- 58.24% |
$488K - $504K
|
27.1K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.73K+ 2.7% |
$48.1K - $49.7K
|
142K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
305+ 1.18% |
$3.93K - $4.06K
|
26.2K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41+ 0.19% |
$529 - $546
|
21.3K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 2.5% |
$12.9K - $13.3K
|
39.1K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.3K+ 229.94% |
$210K - $217K
|
23.4K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.93K- 1.36% |
$24.9K - $25.7K
|
140K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.4K+ 35.37% |
$69.7K - $72K
|
20.7K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2KNew |
$15.5K - $16K
|
1.2K
$15.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10KNew |
$129K - $133K
|
10K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.29K - $1.33K
|
100
$1.27K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$163K - $177K
|
12.6K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.6KNew |
$124K - $135K
|
9.6K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$141K - $154K
|
10.9K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$61.9K - $67.5K
|
4.79K
$60.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$18.1K - $19.7K
|
1.4K
$17.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.61KNew |
$20.8K - $22.7K
|
1.61K
$20.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.1K- 54.61% |
$337K - $367K
|
21.7K
$276K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 35.94% |
$13.1K - $14.3K
|
3.81K
$48.5K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.2K+ 1313.89% |
$170K - $186K
|
14.2K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.43% |
$778 - $848
|
13.9K
$177K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
841New |
$10.8K - $11.5K
|
841
$10.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.14K- 29.04% |
$91.5K - $98K
|
17.5K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.69KNew |
$72.9K - $78.2K
|
5.69K
$72.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 42.51% |
$94.7K - $102K
|
10K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.65K- 46.37% |
$111K - $119K
|
10K
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 22.03% |
$164K - $176K
|
71K
$904K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15KNew |
$193K - $201K
|
15K
$191K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11KNew |
$131K - $142K
|
11K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.6K- 18.18% |
$30.9K - $33.5K
|
11.7K
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$138K - $149K
|
11.6K
$148K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35KNew |
$17.4K - $18.4K
|
1.35K
$17.2K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.06K- 22.77% |
$79.7K - $92.1K
|
20.6K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$3.95K - $4.56K
|
300
$3.82K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
37.4K+ 318.6% |
$478K - $535K
|
49.1K
$625K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.08KNew |
$52.8K - $61K
|
4.08K
$51.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.67% |
$25.9K - $30K
|
1K
$12.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-8KClosed |
$104K - $120K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-500Closed |
$7.05K - $8.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.4KClosed |
$189K - $225K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.4KClosed |
$294K - $320K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.8KNew |
$43.9K - $48.4K
|
2.8K
$35.6K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.26KClosed |
$67.9K - $82.7K
|
0
$0
|
|