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Get Institutions for : 
Nuveen California Select Tax Free Income Portfolio (NXC)  
$13.15 0.00 (0.00%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    1
Total shares held : 
735,873  
% of shares held : 
11.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-67,386  
% of shares held change : 
  -1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.16  
Last Quarter's Ending Price : 
$12.79  
Last Quarter's Average Price
$12.36  
Change from last quarter's     
avg. price to the last closing  : 
0.79 (6.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 50,750
 6.9%
 
Increased Positions :
7
 107,755
 14.64%
 
Unchanged Positions :
3
 2,350
 0.32%
 
Decreased Positions :
8
-210,791
-28.65%
 
Closed Positions :
2
-15,100
-2.05%
 
Guru Positions :
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
   LPL FINANCIAL CORP 2505 - 2024-03-31 148,183 $1,990,000 130,835
   Hennion & Walsh Asset Management Inc. 292 - 2024-03-31 124,101 $1,667,000 -6,234
   MORGAN STANLEY 4746 - 2024-03-31 82,821 $1,112,000 -7,135
   GUGGENHEIM CAPITAL LLC 1216 - 2024-03-31 69,199 $929,000 -46,717
   BANK OF NEW YORK MELLON CORP 3239 *New 2024-03-31 60,048 $806,000 60,048
   1607 CAPITAL PARTNERS, LLC 128 - 2024-03-31 58,217 $782,000 0
   AMERIPRISE FINANCIAL INC 3206 - 2024-03-31 55,836 $750,000 -22,469
   WELLS FARGO & CO/MN 3231 - 2024-03-31 48,676 $654,000 -3,014
   UBS Group AG 4346 - 2024-03-31 25,145 $338,000 -7,171
   FIXED INCOME SECURITIES INC 1033 - 2024-03-31 23,735 $319,000 -389
   NATIONAL ASSET MANAGEMENT, INC. 1137 - 2024-03-31 20,564 $251,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 562 - 2024-03-31 18,649 $250,000 -9,467
   Advisor Group Holdings Inc. 3532 - 2024-03-31 17,394 $234,000 2,873
   MULTIFINANCIAL SECURITIES CORP 2205 - 2024-03-31 15,000 $201,000 15,000
   RAYMOND JAMES & ASSOCIATES 3579 *New 2024-03-31 13,812 $185,000 13,812
   US BANCORP 2151 - 2024-03-31 11,034 $148,000 0
   BANK OF AMERICA CORP /DE/ 5385 - 2024-03-31 4,900 $66,000 -7,363
   Tortoise Investment Management LLC 525 - 2024-03-31 1,350 $18,000 0
   HANSON MCCLAIN, INC. 1972 - 2024-03-31 1,000 $13,000 0
   ROYAL BANK OF CANADA 5587 - 2024-03-31 700 $9,000 0
   FNY Investment Advisers LLC 569 - 2024-03-31 100 $1,000 100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3402 *Closed 2024-03-31 0 $0 -11,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5913 *Closed 2024-03-31 0 $0 -13,403
   PROEQUITIES INC. 5792 - 2024-03-31 0 $0 0
   DAVIDSON D A & CO 1367 *Closed 2024-03-31 0 $0 -11,699
   WOLVERINE ASSET MANAGEMENT LLC 1165 *Closed 2024-03-31 0 $0 -31,980

  26 Records found
  1    
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