Latest Institutional Sells 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 sells. 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 sale 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
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18.3K- 27.74% |
$237K - $259K
|
47.7K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.5K- 9.58% |
$58.3K - $63.7K
|
42.5K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.16K- 2.07% |
$41K - $44.7K
|
150K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.06K- 1.83% |
$13.8K - $15K
|
57.1K
$742K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.65K- 46.37% |
$111K - $119K
|
10K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 42.51% |
$94.7K - $102K
|
10K
$130K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.14K- 29.04% |
$91.5K - $98K
|
17.5K
$227K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.67K- 92.53% |
$103K - $112K
|
700
$9.1K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.6K- 18.18% |
$30.9K - $33.5K
|
11.7K
$152K
|
|
| 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
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-8KClosed |
$104K - $120K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.67% |
$25.9K - $30K
|
1K
$13K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26KClosed |
$16.3K - $18.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.4KClosed |
$189K - $225K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-500Closed |
$7.05K - $8.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.4KClosed |
$294K - $320K
|
0
$0
|
|
| 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
|
|
| 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
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-39.9KClosed |
$557K - $590K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.2KClosed |
$30.7K - $32.6K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-780Closed |
$10.9K - $11.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.55KClosed |
$72.7K - $78.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-7KClosed |
$96.5K - $99.4K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$164K - $172K
|
0
$0
|
|