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Get Institutions for : 
Nuveen California Select Tax Free Income Portfolio (NXC)  
$13.36 0.03 (0.22%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    1
Total shares held : 
735,873  
% of shares held : 
11.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-67,386  
% of shares held change : 
  -1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.16  
Last Quarter's Ending Price : 
$12.79  
Last Quarter's Average Price
$12.36  
Change from last quarter's     
avg. price to the last closing  : 
1.00 (8.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 50,750
 6.9%
 
Increased Positions :
7
 107,755
 14.64%
 
Unchanged Positions :
3
 2,350
 0.32%
 
Decreased Positions :
8
-210,791
-28.65%
 
Closed Positions :
2
-15,100
-2.05%
 
Guru Positions :
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Hennion & Walsh Asset Management Inc. 292 - 2024-03-31 124,101 $1,667,000 -6,234
   GUGGENHEIM CAPITAL LLC 972 - 2023-12-31 115,916 $1,483,000 -20,061
   MORGAN STANLEY 4702 - 2023-12-31 89,956 $1,151,000 -32,767
   AMERIPRISE FINANCIAL INC 3111 - 2023-12-31 78,305 $1,002,000 11,185
   BANK OF NEW YORK MELLON CORP 3239 *New 2024-03-31 60,048 $806,000 60,048
   1607 CAPITAL PARTNERS, LLC 129 - 2023-12-31 58,217 $745,000 46,391
   WELLS FARGO & CO/MN 3184 - 2023-12-31 51,690 $661,000 481
   UBS Group AG 4064 - 2023-12-31 32,316 $413,000 -512
   WOLVERINE ASSET MANAGEMENT LLC 465 - 2023-12-31 31,980 $409,000 26,947
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 509 *New 2023-12-31 28,116 $360,000 28,116
   FIXED INCOME SECURITIES INC 1033 - 2023-12-31 24,124 $309,000 -129,832
   NATIONAL ASSET MANAGEMENT, INC. 1111 - 2023-12-31 20,564 $263,000 0
   LPL FINANCIAL CORP 4237 - 2023-12-31 17,348 $222,000 585
   Advisor Group Holdings Inc. 3957 - 2023-12-31 14,521 $186,000 -11,813
   RAYMOND JAMES & ASSOCIATES 3579 *New 2024-03-31 13,812 $185,000 13,812
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4956 - 2023-12-31 13,403 $171,000 13,403
   BANK OF AMERICA CORP /DE/ 5125 - 2023-12-31 12,263 $157,000 8,763
   DAVIDSON D A & CO 1279 - 2023-12-31 11,699 $150,000 -2,600
   US BANCORP 2171 *New 2023-12-31 11,034 $141,000 11,034
   Tortoise Investment Management LLC 489 - 2023-12-31 1,350 $17,000 0
   HANSON MCCLAIN, INC. 1972 - 2024-03-31 1,000 $13,000 0
   ROYAL BANK OF CANADA 5797 - 2023-12-31 700 $9,000 -8,672
   FNY Investment Advisers LLC 569 - 2024-03-31 100 $1,000 100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3402 *Closed 2024-03-31 0 $0 -11,600
   MULTIFINANCIAL SECURITIES CORP 1766 *Closed 2023-12-31 0 $0 -15,000
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  26 Records found
  1    
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