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Get Institutions for : 
Nuveen Insured California Tax Free Advantage Municipal Fund (NKX)  
$11.73 0.04 (0.34%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    4
Total shares held : 
 7,550,169  
% of shares held : 
 15.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 175,653  
% of shares held change : 
   0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.07  
Last Quarter's Ending Price : 
 $11.54  
Last Quarter's Average Price : 
 $10.81  
Change from last quarter's     
avg. price to the last closing  : 
0.92 (8.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 585,970
 7.76%
 
Increased Positions :
21
 360,080
 4.77%
 
Unchanged Positions :
14
 209,556
 2.78%
 
Decreased Positions :
23
-717,246
-9.5%
 
Closed Positions :
4
-53,151
-0.7%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2417 - 2024-03-31 2,092,612 $25,425,000 88,326
   GUGGENHEIM CAPITAL LLC 265 - 2024-03-31 974,833 $11,844,000 91,152
   Hennion & Walsh Asset Management Inc. 56 - 2024-03-31 497,914 $6,050,000 -45,664
   FIXED INCOME SECURITIES INC 255 - 2024-03-31 432,757 $5,258,000 46,832
   FIERA SCEPTRE INC. 201 - 2024-03-31 415,197 $5,045,000 -103,838
   CNH PARTNERS LLC 109 - 2024-03-31 295,115 $3,586,000 -9,809
   WELLS FARGO & CO/MN 2204 - 2024-03-31 286,533 $3,481,000 -66,301
   REGATTA CAPITAL GROUP LLC 36 - 2024-03-31 215,570 $2,619,000 0
   Blue Zone Wealth Advisors LLC 51 - 2024-03-31 193,099 $2,346,000 -1,524
   Leisure Capital Management 26 - 2024-03-31 173,174 $2,104,000 48,451
   MARINER WEALTH ADVISORS, LLC 1147 - 2024-03-31 153,016 $1,859,000 -17,375
   EVOKE WEALTH LLC 121 - 2024-03-31 151,104 $1,844,000 -5,753
   UBS Group AG 3081 - 2024-03-31 143,190 $1,740,000 9,439
   LPL FINANCIAL CORP 2666 - 2024-03-31 136,085 $1,653,000 57,880
   Logan Stone Capital LLC 69 - 2024-03-31 113,231 $1,376,000 -44,694
   AMERIPRISE FINANCIAL INC 2994 - 2024-03-31 104,469 $1,269,000 46,741
   WEDBUSH MORGAN SECURITIES INC 383 - 2024-03-31 83,150 $1,010,000 -883
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 297 - 2024-03-31 81,125 $986,000 -11,259
   NINE MASTS CAPITAL Ltd 32 *New 2024-03-31 78,893 $959,000 78,893
   MYECFO LLC 29 - 2024-03-31 77,600 $943,000 -2,500
   RAYMOND JAMES & ASSOCIATES 2674 - 2024-03-31 70,239 $853,000 -8,245
   ALLIANZ ASSET MANAGEMENT AG 1277 *New 2024-03-31 70,100 $852,000 70,100
   MKT Advisors LLC 30 - 2024-03-31 71,313 $851,000 479
   Diligent Investors LLC 155 - 2024-03-31 54,915 $667,000 77
   IWAMOTO KONG & CO INC 95 - 2024-03-31 51,439 $625,000 0
   Claybrook Capital LLC 79 - 2023-09-30 58,810 $603,000 0
   BANK OF NEW YORK MELLON CORP 3419 *New 2024-03-31 44,717 $543,000 44,717
   Advisor Group Holdings Inc. 2967 - 2024-03-31 38,692 $470,000 1,241
   ROYAL BANK OF CANADA 3515 - 2024-03-31 37,698 $458,000 7,610
   BANK OF AMERICA CORP /DE/ 4448 - 2024-03-31 37,537 $456,000 3,035
   Integrated Wealth Concepts LLC 1097 - 2024-03-31 35,865 $436,000 19
   Pacific Wealth Strategies Group Inc. 39 - 2024-03-31 33,095 $402,000 -405
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2653 - 2024-03-31 32,757 $398,000 15,995
   BANK OF MONTREAL /CAN/ 2252 - 2024-03-31 28,162 $374,000 -813
   LAZARI CAPITAL MANAGEMENT INC. 75 - 2023-12-31 28,761 $332,000 0
   Castle Rock Wealth Management LLC 192 - 2024-03-31 25,230 $296,000 6
   Van Hulzen Asset Management LLC 270 - 2024-03-31 23,696 $288,000 -2,057
   GAMBLE JONES MORPHY & BENT 173 - 2022-12-31 22,046 $271,000 0
   Strait & Sound Wealth Management LLC 106 - 2024-03-31 21,968 $263,000 0
   HPM Partners LLC 1951 - 2024-03-31 22,046 $257,000 0
   CREATIVE PLANNING 2380 - 2024-03-31 20,834 $253,000 51
   DAVIDSON D A & CO 1228 - 2024-03-31 20,673 $251,000 -339
   Stratos Wealth Partners LTD. 1188 - 2024-03-31 19,500 $237,000 0
   EHRLICH FINANCIAL GROUP 88 - 2024-03-31 18,510 $225,000 -2,123
   Core Wealth Partners LLC 121 - 2024-03-31 18,425 $224,000 0
   Snowden Capital Advisors LLC 1080 *New 2024-03-31 18,039 $220,000 18,039
   PURE FINANCIAL ADVISORS, INC. 298 - 2024-03-31 17,094 $208,000 0
   JANNEY MONTGOMERY SCOTT LLC 2536 - 2024-03-31 17,138 $208,000 0
   Perigon Wealth Management LLC 799 - 2024-03-31 16,950 $206,000 -1,315
   MULTIFINANCIAL SECURITIES CORP 2218 *New 2024-03-31 15,889 $193,000 15,889
   Atria Wealth Solutions Inc. 1825 - 2024-03-31 14,504 $177,000 -2,000
   CAMELOT TECHNOLOGY ADVISORS INC. 57 - 2024-03-31 14,501 $176,000 0
   Cetera Investment Advisers 1670 - 2024-03-31 14,425 $175,000 -11,903
   Mutual Advisors LLC 1040 - 2024-03-31 13,984 $170,000 0
   NOMURA HOLDINGS INC 782 - 2024-03-31 13,878 $169,000 3,878
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2207 - 2024-03-31 13,650 $166,000 0
   Massey Quick & Co. LLC 392 - 2024-03-31 13,126 $159,000 1,874
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3073 - 2024-03-31 12,109 $147,000 -177
   FINANCIAL NETWORK 2643 *New 2024-03-31 10,938 $133,000 10,938
   Kestra Advisory Services LLC 2330 - 2024-03-31 10,327 $125,000 -31,253
   FLC Capital Advisors 164 *New 2024-03-31 10,000 $122,000 10,000
   BDO Wealth Advisors LLC 393 - 2023-06-30 5,535 $64,000 0
   J P MORGAN CHASE & CO 4648 *New 2024-03-31 4,699 $57,000 4,699
   COMERICA BANK 2830 - 2024-03-31 3,000 $36,000 -3,151
   HANSON MCCLAIN, INC. 1441 - 2024-03-31 3,000 $36,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2182 - 2024-03-31 3,000 $36,000 2,689
   UMB BANK N A/MO 1042 - 2024-03-31 1,810 $22,000 -490
   FNY Investment Advisers LLC 425 - 2024-03-31 900 $10,000 900
   Westside Investment Management Inc. 719 - 2024-03-31 334 $4,000 -334
   WHITTIER TRUST CO 1420 - 2024-03-31 200 $2,000 0
   NAPA WEALTH MANAGEMENT 48 - 2023-12-31 99,012 $1,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5705 *Closed 2024-03-31 0 $0 -10,194
   PROEQUITIES INC. 5790 - 2024-03-31 0 $0 0
   CITIGROUP INC 4598 - 2024-03-31 3 $0 0
   Western Wealth Management LLC 709 *Closed 2024-03-31 0 $0 -19,458
   Summit Trail Advisors LLC 636 *Closed 2024-03-31 0 $0 -10,665
   Silicon Valley Capital Partners 383 *Closed 2024-03-31 0 $0 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1041 *Closed 2024-03-31 0 $0 -84,184
   Blume Capital Management Inc. 316 *Closed 2024-03-31 0 $0 -1,200
   WOLVERINE ASSET MANAGEMENT LLC 1164 *Closed 2024-03-31 0 $0 -1,900
   ELEQUIN CAPITAL LP 459 *Closed 2024-03-31 0 $0 -3,238
   Farther Finance Advisors LLC 3573 *New 2024-03-31 0 $0 0
  82 Records found
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