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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
   REGATTA CAPITAL GROUP LLC 36 - 2024-03-31 215,570 $2,619,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 697 - 2023-12-31 84,184 $971,000 0
   Claybrook Capital LLC 79 - 2023-09-30 58,810 $603,000 0
   LAZARI CAPITAL MANAGEMENT INC. 75 - 2023-12-31 28,761 $332,000 0
   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
   Stratos Wealth Partners LTD. 1188 - 2024-03-31 19,500 $237,000 0
   Core Wealth Partners LLC 121 - 2024-03-31 18,425 $224,000 0
   PURE FINANCIAL ADVISORS, INC. 298 - 2024-03-31 17,094 $208,000 0
   JANNEY MONTGOMERY SCOTT LLC 2536 - 2024-03-31 17,138 $208,000 0
   CAMELOT TECHNOLOGY ADVISORS INC. 57 - 2024-03-31 14,501 $176,000 0
   Mutual Advisors LLC 1040 - 2024-03-31 13,984 $170,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2207 - 2024-03-31 13,650 $166,000 0
   COMERICA BANK 2601 - 2023-12-31 6,151 $71,000 0
   BDO Wealth Advisors LLC 393 - 2023-06-30 5,535 $64,000 0
   HANSON MCCLAIN, INC. 1441 - 2024-03-31 3,000 $36,000 0
   WHITTIER TRUST CO 1420 - 2024-03-31 200 $2,000 0
   CITIGROUP INC 4464 - 2023-12-31 3 $0 0
   PROEQUITIES INC. 5790 - 2024-03-31 0 $0 0
   Silicon Valley Capital Partners 383 *Closed 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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