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Get Institutions for : 
Nuveen Insured California Tax Free Advantage Municipal Fund (NKX)  
$11.93 0.07 (0.58%) as of 4:30 Fri 5/10


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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  : 
1.12 (10.36%)  




 
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  
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            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
   FIXED INCOME SECURITIES INC 273 - 2023-12-31 385,925 $4,454,000 23,984
   CNH PARTNERS LLC 110 - 2023-12-31 304,924 $3,519,000 14,852
   MARINER WEALTH ADVISORS, LLC 1064 - 2023-12-31 170,391 $1,966,000 5,189
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 206 - 2023-12-31 92,384 $1,066,000 69,200
   WEDBUSH MORGAN SECURITIES INC 335 - 2023-12-31 84,033 $970,000 1,682
   LPL FINANCIAL CORP 3089 - 2023-12-31 78,205 $902,000 5,634
   MKT Advisors LLC 30 - 2024-03-31 71,313 $851,000 479
   Diligent Investors LLC 144 - 2023-12-31 54,838 $633,000 77
   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. 2653 - 2024-03-31 32,757 $398,000 15,995
   BANK OF AMERICA CORP /DE/ 4619 - 2023-12-31 34,502 $398,000 2,796
   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
   CREATIVE PLANNING 2257 - 2023-12-31 20,783 $240,000 1,333
   Atria Wealth Solutions Inc. 1771 - 2023-12-31 16,504 $190,000 2,000
   Massey Quick & Co. LLC 392 - 2024-03-31 13,126 $159,000 1,874
   NOMURA HOLDINGS INC 941 - 2023-12-31 10,000 $115,000 10,000
   FNY Investment Advisers LLC 425 - 2024-03-31 900 $10,000 900

  22 Records found
  1    
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