Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.7KNew |
$201K - $216K
|
15.7K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 22.03% |
$164K - $176K
|
71K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.47K+ 39.88% |
$121K - $130K
|
33.2K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.41K+ 12.16% |
$108K - $116K
|
77.6K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.69KNew |
$72.9K - $78.2K
|
5.69K
$76.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.92K+ 3.32% |
$63.1K - $67.6K
|
153K
$2.06M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09K+ 3.73% |
$39.5K - $42.4K
|
85.9K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.09K+ 3.73% |
$39.5K - $42.4K
|
85.9K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81KNew |
$35.9K - $38.5K
|
2.81K
$37.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.31K+ 4.14% |
$29.6K - $31.7K
|
58.1K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45K+ 29.59% |
$18.6K - $19.9K
|
6.35K
$85.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$12.8K - $13.7K
|
1K
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
841New |
$10.8K - $11.5K
|
841
$11.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.43% |
$769 - $824
|
13.9K
$187K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-82- 0.33% |
$1.05K - $1.13K
|
25.1K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.69K- 3.46% |
$21.6K - $23.1K
|
47K
$633K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.14K- 29.04% |
$91.5K - $98K
|
17.5K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 42.51% |
$94.7K - $102K
|
10K
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.65K- 46.37% |
$111K - $119K
|
10K
$135K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-58.1K- 46.81% |
$744K - $798K
|
66K
$889K
|