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Get Institutions for : 
Nuveen Insured California Tax Free Advantage Municipal Fund (NKX)  
$11.75 0.01 (0.09%) as of 4:30 Fri 5/24


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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  : 
0.94 (8.7%)  




 
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
   FIXED INCOME SECURITIES INC 255 - 2024-03-31 432,757 $5,258,000 46,832
   Leisure Capital Management 26 - 2024-03-31 173,174 $2,104,000 48,451
   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
   AMERIPRISE FINANCIAL INC 2994 - 2024-03-31 104,469 $1,269,000 46,741
   MKT Advisors LLC 30 - 2024-03-31 71,313 $851,000 479
   Diligent Investors LLC 155 - 2024-03-31 54,915 $667,000 77
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2653 - 2024-03-31 32,757 $398,000 15,995
   Castle Rock Wealth Management LLC 192 - 2024-03-31 25,230 $296,000 6
   CREATIVE PLANNING 2380 - 2024-03-31 20,834 $253,000 51
   NOMURA HOLDINGS INC 782 - 2024-03-31 13,878 $169,000 3,878
   Massey Quick & Co. LLC 392 - 2024-03-31 13,126 $159,000 1,874
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2182 - 2024-03-31 3,000 $36,000 2,689
   FNY Investment Advisers LLC 425 - 2024-03-31 900 $10,000 900

  20 Records found
  1    
  Page 1 of 1
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