Purchases and Sales Made in Q3 2023 in Nuveen California Select Tax Free Income Portfolio (NXC)
This table provides information about the institutional ownership of Nuveen California Select Tax Free Income Portfolio (NXC) during Q3 2023. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.4K+ 125.67% |
$454K - $505K
|
67.1K
$877K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3KNew |
$174K - $193K
|
14.3K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.35K+ 4.8% |
$28.5K - $31.7K
|
51.2K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
745+ 17.37% |
$9.04K - $10.1K
|
5.03K
$65.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60+ 0.36% |
$728 - $811
|
16.8K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-385- 1.16% |
$4.67K - $5.21K
|
32.8K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-821- 3.02% |
$9.97K - $11.1K
|
26.3K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.77K- 15.89% |
$21.5K - $23.9K
|
9.37K
$122K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.16K- 1.58% |
$26.2K - $29.2K
|
135K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.66K- 23.61% |
$44.4K - $49.4K
|
11.8K
$154K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.4K- 5.68% |
$89.8K - $100K
|
123K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 9.49% |
$173K - $193K
|
136K
$1.78M
|