Latest Institutional Transactions on Nuveen California Select Tax Free Income Portfolio (NXC)
This table provides information on the latest institutional transactions involving Nuveen California Select Tax Free Income Portfolio (NXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$163K - $177K
|
12.6K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.92K+ 13.87% |
$102K - $112K
|
65K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.18K- 4.37% |
$15.3K - $16.7K
|
25.9K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.6KNew |
$124K - $135K
|
9.6K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.7K- 27.82% |
$203K - $221K
|
40.7K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$141K - $154K
|
10.9K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.1K+ 81.54% |
$545K - $594K
|
93.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
730+ 0.53% |
$9.45K - $10.3K
|
138K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.3KNew |
$198K - $215K
|
15.3K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.4K- 5.64% |
$31K - $33.8K
|
40.1K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.15K- 5.43% |
$105K - $115K
|
142K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-768- 1.77% |
$9.94K - $10.8K
|
42.5K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.79KNew |
$61.9K - $67.5K
|
4.79K
$62.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.2KNew |
$275K - $299K
|
21.2K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$18.1K - $19.7K
|
1.4K
$18.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.44K- 49.38% |
$44.5K - $48.5K
|
3.53K
$46K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.09KNew |
$91.8K - $100K
|
7.09K
$92.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.3KNew |
$146K - $160K
|
11.3K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.61KNew |
$20.8K - $22.7K
|
1.61K
$21K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.1K- 54.61% |
$337K - $367K
|
21.7K
$283K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 35.94% |
$13.1K - $14.3K
|
3.81K
$49.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.2K+ 1313.89% |
$170K - $186K
|
14.2K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.3K - $1.41K
|
100
$1.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.43% |
$778 - $848
|
13.9K
$182K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
841New |
$10.8K - $11.5K
|
841
$11K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.14K- 29.04% |
$91.5K - $98K
|
17.5K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.69KNew |
$72.9K - $78.2K
|
5.69K
$74.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.4K- 42.51% |
$94.7K - $102K
|
10K
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.65K- 46.37% |
$111K - $119K
|
10K
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 22.03% |
$164K - $176K
|
71K
$928K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15KNew |
$193K - $201K
|
15K
$196K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.67K- 92.53% |
$103K - $112K
|
700
$9.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11KNew |
$131K - $142K
|
11K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.6K- 18.18% |
$30.9K - $33.5K
|
11.7K
$153K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$138K - $149K
|
11.6K
$151K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35KNew |
$17.4K - $18.4K
|
1.35K
$17.6K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.06K- 22.77% |
$79.7K - $92.1K
|
20.6K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$3.95K - $4.56K
|
300
$3.92K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
37.4K+ 318.6% |
$478K - $535K
|
49.1K
$641K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$10.4K - $12K
|
800
$10.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.08KNew |
$52.8K - $61K
|
4.08K
$53.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.67% |
$25.9K - $30K
|
1K
$13.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-8KClosed |
$104K - $120K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-500Closed |
$7.05K - $8.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.4KClosed |
$189K - $225K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.4KClosed |
$294K - $320K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.8KNew |
$43.9K - $48.4K
|
2.8K
$36.6K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.26KClosed |
$67.9K - $82.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.2KClosed |
$34.6K - $36.1K
|
0
$0
|
|