Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
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


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Hennion & Walsh Asset Management Inc. 56 - 2024-03-31 497,914 $6,050,000 -45,664
   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
   Blue Zone Wealth Advisors LLC 51 - 2024-03-31 193,099 $2,346,000 -1,524
   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
   Logan Stone Capital LLC 69 - 2024-03-31 113,231 $1,376,000 -44,694
   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
   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
   Pacific Wealth Strategies Group Inc. 39 - 2024-03-31 33,095 $402,000 -405
   BANK OF MONTREAL /CAN/ 2252 - 2024-03-31 28,162 $374,000 -813
   Van Hulzen Asset Management LLC 270 - 2024-03-31 23,696 $288,000 -2,057
   DAVIDSON D A & CO 1228 - 2024-03-31 20,673 $251,000 -339
   EHRLICH FINANCIAL GROUP 88 - 2024-03-31 18,510 $225,000 -2,123
   Perigon Wealth Management LLC 799 - 2024-03-31 16,950 $206,000 -1,315
   Atria Wealth Solutions Inc. 1825 - 2024-03-31 14,504 $177,000 -2,000
   Cetera Investment Advisers 1670 - 2024-03-31 14,425 $175,000 -11,903
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3073 - 2024-03-31 12,109 $147,000 -177
   Kestra Advisory Services LLC 2330 - 2024-03-31 10,327 $125,000 -31,253
   COMERICA BANK 2830 - 2024-03-31 3,000 $36,000 -3,151
   UMB BANK N A/MO 1042 - 2024-03-31 1,810 $22,000 -490
   Westside Investment Management Inc. 719 - 2024-03-31 334 $4,000 -334

  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results