Latest Institutional Purchases of Nuveen California Select Tax Free Income Portfolio (NXC)
This list provides information on the latest institutional transactions involving Nuveen California Select Tax Free Income Portfolio (NXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60K+ 77.27% |
$777K - $848K
|
138K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 787.4% |
$648K - $707K
|
56.4K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.2K+ 1313.89% |
$170K - $186K
|
14.2K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.1K+ 30.45% |
$131K - $143K
|
43.3K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97KNew |
$90.3K - $98.5K
|
6.97K
$90.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2K+ 7.98% |
$25.9K - $28.3K
|
27.1K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 35.94% |
$13.1K - $14.3K
|
3.81K
$49.6K
|
|
|
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 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.7KNew |
$201K - $216K
|
15.7K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 22.03% |
$164K - $176K
|
71K
$924K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.69KNew |
$72.9K - $78.2K
|
5.69K
$74K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
841New |
$10.8K - $11.5K
|
841
$10.9K
|
|
| 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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$159K - $173K
|
13.4K
$174K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$138K - $149K
|
11.6K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11KNew |
$131K - $142K
|
11K
$143K
|
|
| 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 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 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.08KNew |
$52.8K - $61K
|
4.08K
$53K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$10.4K - $12K
|
800
$10.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.8KNew |
$43.9K - $48.4K
|
2.8K
$36.4K
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2.8KNew |
$34.2K - $49.4K
|
2.8K
$36.4K
|
|