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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 39.83% |
$443K - $484K
|
51.7K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 787.4% |
$648K - $707K
|
56.4K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.06K- 1.83% |
$13.8K - $15K
|
57.1K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 35.94% |
$13.1K - $14.3K
|
3.81K
$49.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2K+ 7.98% |
$25.9K - $28.3K
|
27.1K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60K+ 77.27% |
$777K - $848K
|
138K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.5K- 9.58% |
$58.3K - $63.7K
|
42.5K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97KNew |
$90.3K - $98.5K
|
6.97K
$90.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.1K+ 30.45% |
$131K - $143K
|
43.3K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.16K- 2.07% |
$41K - $44.7K
|
150K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.2K+ 1313.89% |
$170K - $186K
|
14.2K
$184K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18.3K- 27.74% |
$237K - $259K
|
47.7K
$620K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.3K - $1.41K
|
100
$1.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.43% |
$778 - $848
|
13.9K
$181K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.14K- 29.04% |
$91.5K - $98K
|
17.5K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.69KNew |
$72.9K - $78.2K
|
5.69K
$74K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 42.51% |
$94.7K - $102K
|
10K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
841New |
$10.8K - $11.5K
|
841
$10.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.65K- 46.37% |
$111K - $119K
|
10K
$130K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 22.03% |
$164K - $176K
|
71K
$924K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.7KNew |
$201K - $216K
|
15.7K
$204K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15KNew |
$193K - $201K
|
15K
$195K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.67K- 92.53% |
$103K - $112K
|
700
$9.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$159K - $173K
|
13.4K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11KNew |
$131K - $142K
|
11K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.6K- 18.18% |
$30.9K - $33.5K
|
11.7K
$152K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$138K - $149K
|
11.6K
$151K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35KNew |
$17.4K - $18.4K
|
1.35K
$17.6K
|
|
| 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
$267K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$3.95K - $4.56K
|
300
$3.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
37.4K+ 318.6% |
$478K - $535K
|
49.1K
$639K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$10.4K - $12K
|
800
$10.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.08KNew |
$52.8K - $61K
|
4.08K
$53K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26KClosed |
$16.3K - $18.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.67% |
$25.9K - $30K
|
1K
$13K
|
|
|
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
$36.4K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.26KClosed |
$67.9K - $82.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.2KClosed |
$34.6K - $36.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.26KClosed |
$45K - $53.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-180KClosed |
$2.2M - $3.18M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8KNew |
$34.2K - $49.4K
|
2.8K
$36.4K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.5KClosed |
$416K - $457K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.5KClosed |
$326K - $358K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-22.4KClosed |
$329K - $357K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650Closed |
$9.57K - $10.4K
|
0
$0
|
|