Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32.5K+ 30.56% |
$427K - $493K
|
139K
$1.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6KNew |
$245K - $283K
|
18.6K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.3K+ 8.14% |
$149K - $172K
|
150K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.34K+ 57.59% |
$110K - $127K
|
22.8K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 16.28% |
$78.2K - $90.4K
|
42.5K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.52K+ 19.33% |
$46.3K - $53.5K
|
21.7K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.32K+ 30.24% |
$43.7K - $50.4K
|
14.3K
$186K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$3.95K - $4.56K
|
300
$3.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.32K - $1.52K
|
100
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35+ 0.2% |
$460 - $532
|
17.1K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-546- 1.6% |
$7.18K - $8.29K
|
33.7K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.9K- 39.52% |
$64.4K - $74.4K
|
7.5K
$97.5K
|
|
|
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 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.08K- 3.56% |
$79.9K - $92.3K
|
165K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 8.71% |
$160K - $185K
|
128K
$1.66M
|