Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nuveen Insured California Tax Free Advantage Municipal Fund (NKX)  
$11.63 0.01 (0.09%) as of 4:30 Fri 4/26


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  : 
0.82 (7.59%)  




 
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
84,184
 1.11%
 
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
   MORGAN STANLEY 2532 - 2023-12-31 2,004,286 $23,129,000 119,952
   GUGGENHEIM CAPITAL LLC 303 - 2023-12-31 883,681 $10,198,000 70,813
   Hennion & Walsh Asset Management Inc. 56 - 2024-03-31 497,914 $6,050,000 -45,664
   FIERA SCEPTRE INC. 196 *New 2023-12-31 519,035 $5,990,000 519,035
   FIXED INCOME SECURITIES INC 273 - 2023-12-31 385,925 $4,454,000 23,984
   WELLS FARGO & CO/MN 2049 - 2023-12-31 352,834 $4,072,000 -145,721
   CNH PARTNERS LLC 110 - 2023-12-31 304,924 $3,519,000 14,852
   REGATTA CAPITAL GROUP LLC - 2023-12-31 215,570 $2,488,000 -3,414
   Blue Zone Wealth Advisors LLC 51 - 2024-03-31 193,099 $2,346,000 -1,524
   MARINER WEALTH ADVISORS, LLC 1064 - 2023-12-31 170,391 $1,966,000 5,189
   Logan Stone Capital LLC 72 - 2023-12-31 157,925 $1,822,000 -95,867
   EVOKE WEALTH LLC 253 - 2023-12-31 156,857 $1,810,000 -12,006
   UBS Group AG 3054 - 2023-12-31 133,751 $1,543,000 -215,978
   Leisure Capital Management 41 - 2023-12-31 124,723 $1,439,000 -74,045
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 206 - 2023-12-31 92,384 $1,066,000 69,200
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 697 - 2023-12-31 84,184 $971,000 0
   WEDBUSH MORGAN SECURITIES INC 335 - 2023-12-31 84,033 $970,000 1,682
   MYECFO LLC 29 - 2024-03-31 77,600 $943,000 -2,500
   LPL FINANCIAL CORP 3089 - 2023-12-31 78,205 $902,000 5,634
   RAYMOND JAMES & ASSOCIATES - 2024-03-31 70,239 $853,000 -8,245
   MKT Advisors LLC 30 - 2024-03-31 71,313 $851,000 479
   AMERIPRISE FINANCIAL INC 3271 - 2023-12-31 57,728 $666,000 -40,631
   Diligent Investors LLC 144 - 2023-12-31 54,838 $633,000 77
   Claybrook Capital LLC 79 - 2023-09-30 58,810 $603,000 0
   IWAMOTO KONG & CO INC 88 - 2023-12-31 51,439 $594,000 -10,825
   BANK OF NEW YORK MELLON CORP *New 2024-03-31 44,717 $543,000 44,717
   Kestra Advisory Services LLC 1546 - 2023-12-31 41,580 $480,000 414
   Advisor Group Holdings Inc. 3261 - 2023-12-31 37,451 $432,000 12,513
   Integrated Wealth Concepts LLC 1073 - 2023-12-31 35,846 $414,000 18
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. - 2024-03-31 32,757 $398,000 15,995
   BANK OF AMERICA CORP /DE/ 4619 - 2023-12-31 34,502 $398,000 2,796
   BANK OF MONTREAL /CAN/ 2199 *New 2023-12-31 28,975 $389,000 28,975
   Pacific Wealth Strategies Group Inc. 39 - 2023-12-31 33,500 $387,000 -8,803
   ROYAL BANK OF CANADA 3973 - 2023-12-31 30,088 $347,000 -11,085
   LAZARI CAPITAL MANAGEMENT INC. 75 - 2023-12-31 28,761 $332,000 0
   Cetera Investment Advisers 1768 - 2023-12-31 26,328 $304,000 -960
   Van Hulzen Asset Management LLC 268 - 2023-12-31 25,753 $297,000 2,120
   Castle Rock Wealth Management LLC 183 - 2023-12-31 25,224 $291,000 5
   GAMBLE JONES MORPHY & BENT 173 - 2022-12-31 22,046 $271,000 0
   HPM Partners LLC - 2023-12-31 22,046 $254,000 0
   Strait & Sound Wealth Management LLC 110 - 2023-12-31 21,968 $249,000 0
   DAVIDSON D A & CO 1180 - 2023-12-31 21,012 $242,000 -11,403
   CREATIVE PLANNING 2257 - 2023-12-31 20,783 $240,000 1,333
   Stratos Wealth Partners LTD. 1188 - 2024-03-31 19,500 $237,000 0
   Western Wealth Management LLC 625 - 2023-12-31 19,458 $225,000 -2,754
   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
   Perigon Wealth Management LLC 768 - 2023-12-31 18,265 $211,000 -6,488
   PURE FINANCIAL ADVISORS, INC. 298 - 2024-03-31 17,094 $208,000 0
   JANNEY MONTGOMERY SCOTT LLC 2447 - 2023-12-31 17,138 $198,000 -831
   Atria Wealth Solutions Inc. 1771 - 2023-12-31 16,504 $190,000 2,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2207 - 2024-03-31 13,650 $166,000 0
   Mutual Advisors LLC 958 - 2023-12-31 13,984 $161,000 0
   Massey Quick & Co. LLC 392 - 2024-03-31 13,126 $159,000 1,874
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC - 2024-03-31 12,109 $147,000 -177
   Summit Trail Advisors LLC 534 *New 2023-12-31 10,665 $123,000 10,665
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5144 *New 2023-12-31 10,194 $118,000 10,194
   NOMURA HOLDINGS INC 941 - 2023-12-31 10,000 $115,000 10,000
   COMERICA BANK 2601 - 2023-12-31 6,151 $71,000 0
   BDO Wealth Advisors LLC 393 - 2023-06-30 5,535 $64,000 0
   ELEQUIN CAPITAL LP 212 *New 2023-12-31 3,238 $37,000 3,238
   HANSON MCCLAIN, INC. - 2024-03-31 3,000 $36,000 0
   WOLVERINE ASSET MANAGEMENT LLC 741 - 2023-12-31 1,900 $22,000 -44,365
   UMB BANK N A/MO - 2024-03-31 1,810 $22,000 -490
   Blume Capital Management Inc. 231 - 2023-12-31 1,200 $14,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2819 *New 2023-12-31 311 $4,000 311
   Westside Investment Management Inc. 719 - 2024-03-31 334 $4,000 -334
   WHITTIER TRUST CO 1421 - 2023-12-31 200 $2,000 0
   NAPA WEALTH MANAGEMENT 48 - 2023-12-31 99,012 $1,000 0
   Silicon Valley Capital Partners 322 - 2023-12-31 0 $0 -399
   CITIGROUP INC 4464 - 2023-12-31 3 $0 0
   SABA CAPITAL MANAGEMENT, L.P. 504 *Closed 2023-12-31 0 $0 -14,902
   Pensionmark Financial Group LLC 404 *Closed 2023-12-31 0 $0 -12,755
   FNY Investment Advisers LLC 749 *Closed 2023-12-31 0 $0 -900
   PROEQUITIES INC. 9856 - 2023-12-31 0 $0 0
  75 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us