Institutional Ownership Nuveen California Select Tax Free Income Portfolio (NXC)
This table provides information about the institutional ownership of Nuveen California Select Tax Free Income Portfolio (NXC). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 682,357 shares, which have been reported (via 13F filing form) to have a value of $8.91 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
149,941
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
137,580
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
57,086
shares
|
$748,968
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
56,350
shares
|
$739,312
0.0% of portfolio
|
Q3 2024
Added 787.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
51,690
shares
|
$678,172
0.0% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
47,704
shares
|
$625,876
0.03% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
43,308
shares
|
$568,200
0.01% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
42,488
shares
|
$557,442
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
27,063
shares
|
$355,066
0.0% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,450
shares
|
$228,944
0.0% of portfolio
|
Q2 2024
Reduced 29.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,153
shares
|
$185,687
0.0% of portfolio
|
Q3 2024
Added 1313.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,932
shares
|
$182,787
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,034
shares
|
$144,766
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,965
shares
|
$91,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,813
shares
|
$50,026
0.0% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,000
shares
|
$13,120
0.0% of portfolio
|
Q2 2022
Reduced 66.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
700
shares
|
$9,184
0.0% of portfolio
|
Q4 2023
Reduced 92.53%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|