Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.1K+ 150.24% |
$566K - $674K
|
66.8K
$869K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35.7K+ 181.99% |
$503K - $600K
|
55.3K
$719K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 29.45% |
$158K - $188K
|
49.1K
$639K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3KNew |
$42.3K - $50.4K
|
3K
$39K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 10.4% |
$29.9K - $35.6K
|
22.5K
$292K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 1050.0% |
$29.6K - $35.3K
|
2.3K
$29.9K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.26KNew |
$17.7K - $21.1K
|
1.26K
$16.3K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$11.3K - $13.4K
|
800
$10.4K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.41K - $1.68K
|
100
$1.3K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-500Closed |
$7.05K - $8.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-506- 1.48% |
$7.13K - $8.5K
|
33.6K
$437K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.4K- 66.71% |
$19.8K - $23.6K
|
700
$9.1K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 3.47% |
$19.8K - $23.6K
|
39.1K
$508K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.57K- 1.42% |
$22.1K - $26.3K
|
109K
$1.41M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$25.4K - $30.2K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.2K- 9.33% |
$158K - $188K
|
109K
$1.41M
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.4KClosed |
$189K - $225K
|
0
$0
|