Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
269K+ 7628.81% |
$3.47M - $3.58M
|
273K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 40.2% |
$211K - $218K
|
57K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.3K+ 229.94% |
$210K - $217K
|
23.4K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10KNew |
$129K - $133K
|
10K
$127K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.4K+ 35.37% |
$69.7K - $72K
|
20.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.73K+ 2.7% |
$48.1K - $49.7K
|
142K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2KNew |
$15.5K - $16K
|
1.2K
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
305+ 1.18% |
$3.93K - $4.06K
|
26.2K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121+ 0.13% |
$1.56K - $1.61K
|
94K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.29K - $1.33K
|
100
$1.27K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
78+ 0.69% |
$1.01K - $1.04K
|
11.4K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41+ 0.19% |
$529 - $546
|
21.3K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-127- 0.3% |
$1.64K - $1.69K
|
42.4K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-350- 50.0% |
$4.52K - $4.66K
|
350
$4.46K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 2.5% |
$12.9K - $13.3K
|
39.1K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.93K- 1.36% |
$24.9K - $25.7K
|
140K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.9K- 58.24% |
$488K - $504K
|
27.1K
$346K
|