Purchases and Sales Made in Q3 2025 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 2025. 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 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$444K - $459K
|
34.9K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.1K+ 65.08% |
$192K - $198K
|
38.3K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$162K - $167K
|
12.7K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10KNew |
$127K - $131K
|
10K
$133K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.95K+ 19.49% |
$50.3K - $51.9K
|
24.2K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.13K+ 2.34% |
$27.1K - $28K
|
93.3K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 24.14% |
$16.1K - $16.6K
|
6.49K
$86.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
421+ 1.8% |
$5.36K - $5.53K
|
23.8K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
198+ 1.74% |
$2.52K - $2.6K
|
11.6K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
64+ 0.3% |
$815 - $841
|
21.4K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5+ 0.03% |
$63.7 - $65.7
|
16.9K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$12.7 - $13.1
|
36.6K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-372- 1.39% |
$4.74K - $4.89K
|
26.3K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-489- 4.59% |
$6.22K - $6.43K
|
10.2K
$135K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 33.33% |
$6.37K - $6.57K
|
1K
$13.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.92K- 4.71% |
$24.5K - $25.3K
|
38.9K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.33K- 1.59% |
$29.6K - $30.6K
|
144K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.06K- 2.8% |
$51.7K - $53.3K
|
141K
$1.87M
|
|