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)  
$11.93 0.07 (0.58%) as of 4:30 Fri 5/10


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  : 
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  
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
   WELLS FARGO & CO/MN 2049 - 2023-12-31 352,834 $4,072,000 -145,721
   Blue Zone Wealth Advisors LLC 51 - 2024-03-31 193,099 $2,346,000 -1,524
   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
   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
   AMERIPRISE FINANCIAL INC 3271 - 2023-12-31 57,728 $666,000 -40,631
   IWAMOTO KONG & CO INC 88 - 2023-12-31 51,439 $594,000 -10,825
   Pacific Wealth Strategies Group Inc. 39 - 2024-03-31 33,095 $402,000 -405
   ROYAL BANK OF CANADA 3973 - 2023-12-31 30,088 $347,000 -11,085
   Cetera Investment Advisers 1768 - 2023-12-31 26,328 $304,000 -960
   DAVIDSON D A & CO 1180 - 2023-12-31 21,012 $242,000 -11,403
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3073 - 2024-03-31 12,109 $147,000 -177
   WOLVERINE ASSET MANAGEMENT LLC 741 - 2023-12-31 1,900 $22,000 -44,365
   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
  22 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