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Nuveen California Select Tax-Free Income Portfolio (NXC) Institutional Ownership

Nuveen California Select Tax-Free Income Portfolio logo
$13.64
+0.03 (+0.22%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen California Select Tax-Free Income Portfolio (NYSE:NXC)

Current
Institutional Ownership
Percentage
11.89%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.93M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.26M
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NXC Institutional Buying and Selling by Quarter

Nuveen California Select Tax-Free Income Portfolio Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024 Hennion & Walsh Asset Management Inc.47,704$675K0.0%-27.7%0.750%
10/22/2024 International Assets Investment Management LLC14,153$200K0.0%+1,313.9%0.222%
8/16/2024Northwestern Mutual Wealth Management Co.5,692$74K0.0%N/A0.089%
8/2/2024Wolverine Asset Management LLC15,705$204K0.0%N/A0.247%
7/20/2024 Hennion & Walsh Asset Management Inc.66,015$856K0.0%-46.8%1.038%
5/24/2024Cetera Advisors LLC15,000$201K0.0%N/A0.236%
4/17/2024 Hennion & Walsh Asset Management Inc.124,101$1.67M0.1%-4.8%1.951%
2/13/20241607 Capital Partners LLC58,217$745K0.1%+392.3%0.915%
2/9/2024D.A. Davidson & CO.11,699$150K0.0%-18.2%0.184%
2/1/2024Wolverine Asset Management LLC31,980$409K0.0%+535.4%0.503%
1/16/2024Raymond James Financial Services Advisors Inc.11,600$148K0.0%N/A0.182%
11/15/20231607 Capital Partners LLC11,826$144K0.0%-23.6%0.186%
11/15/2023Advisors Asset Management Inc.153,956$1.87M0.0%-4.3%2.421%
11/8/2023D.A. Davidson & CO.14,299$174K0.0%N/A0.225%
10/27/2023 Hennion & Walsh Asset Management Inc.134,869$1.64M0.1%-1.6%2.121%
8/7/2023Wolverine Asset Management LLC4,288$56K0.0%N/A0.067%
5/11/2023Guggenheim Capital LLC150,337$2.03M0.0%+8.1%2.363%
4/20/2023 Hennion & Walsh Asset Management Inc.138,780$1.87M0.1%+30.6%2.182%
1/12/2023 Hennion & Walsh Asset Management Inc.106,300$1.53M0.1%+76.3%1.671%
11/15/20221607 Capital Partners LLC16,001$209K0.0%+107.8%0.252%
11/14/2022Guggenheim Capital LLC116,891$1.53M0.0%+17.7%1.838%
11/14/2022 Hennion & Walsh Asset Management Inc.60,291$789K0.1%N/A0.948%
11/8/2022Advisors Asset Management Inc.163,989$2.15M0.0%+6.0%2.578%
10/25/2022Raymond James Financial Services Advisors Inc.13,682$179K0.0%+14.8%0.215%
8/9/2022 Regatta Capital Group LLC11,734$160K0.1%-76.1%0.184%
8/8/2022Advisors Asset Management Inc.154,766$2.11M0.0%+179.8%2.433%
5/17/2022 Regatta Capital Group LLC49,118$697K0.2%+29.4%0.774%
4/22/2022 Allworth Financial LP3,000$43K0.0%N/A0.047%
2/23/2022 Regatta Capital Group LLC37,944$627K0.2%N/A0.597%
1/31/2022D.A. Davidson & CO.10,994$182K0.0%+9.2%0.173%
11/15/2021Guggenheim Capital LLC10,232$161K0.0%N/A0.161%
11/15/2021First Foundation Advisors19,352$305K0.0%-71.2%0.305%
11/12/2021Wolverine Asset Management LLC13,017$205K0.0%N/A0.205%
8/13/2021First Foundation Advisors67,300$1.14M0.0%-8.3%1.060%
8/2/2021Advisor Group Holdings Inc.20,832$351K0.0%-9.6%0.328%
5/18/2021Morgan Stanley101,461$1.65M0.0%+22.8%1.597%
5/18/2021First Foundation Advisors73,418$1.20M0.1%-14.1%1.156%
5/12/2021UBS Group AG40,200$655K0.0%+2.5%0.633%
5/7/2021Advisors Asset Management Inc.30,405$495K0.0%-5.2%0.479%
2/16/2021First Foundation Advisors85,423$1.38M0.1%-11.5%1.345%
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2/11/2021B. Riley Wealth Management Inc.20,564$332K0.0%-26.6%0.324%
2/9/2021Wells Fargo & Company MN35,998$582K0.0%-10.4%0.567%
11/13/2020Morgan Stanley79,399$1.27M0.0%+4.6%1.250%
11/5/2020Wells Fargo & Company MN40,154$643K0.0%-8.9%0.632%
(Data available from 1/1/2016 forward)

NXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NXC shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Nuveen California Select Tax-Free Income Portfolio. The most heavily invested institutionals were Guggenheim Capital LLC ($2.03M), Advisors Asset Management Inc. ($1.87M), 1607 Capital Partners LLC ($745K), Hennion & Walsh Asset Management Inc. ($675K), Wolverine Asset Management LLC ($204K), Cetera Advisors LLC ($201K), and International Assets Investment Management LLC ($200K).Learn more on NXC's institutional investors.

What percentage of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors?

11.89% of Nuveen California Select Tax-Free Income Portfolio stock is owned by institutional investors. Learn more on NXC's institutional investor holdings.

Which institutional investors have been buying Nuveen California Select Tax-Free Income Portfolio stock?

Of the 10 institutional investors that purchased Nuveen California Select Tax-Free Income Portfolio stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennion & Walsh Asset Management Inc. ($138.78K), 1607 Capital Partners LLC ($54.69K), Wolverine Asset Management LLC ($46.94K), Guggenheim Capital LLC ($28.86K), Cetera Advisors LLC ($15K), D.A. Davidson & CO. ($14.30K), and International Assets Investment Management LLC ($13.15K).

How much institutional buying is happening at Nuveen California Select Tax-Free Income Portfolio?

Institutional investors have bought a total of 338,236 shares in the last 24 months. This purchase volume represents approximately $4.48M in transactions.

Which Nuveen California Select Tax-Free Income Portfolio major shareholders have been selling company stock?

The following institutional investors have sold Nuveen California Select Tax-Free Income Portfolio stock in the last 24 months: Hennion & Walsh Asset Management Inc. ($84.79K), Advisors Asset Management Inc. ($6.96K), 1607 Capital Partners LLC ($3.66K), and D.A. Davidson & CO. ($2.60K).

How much institutional selling is happening at Nuveen California Select Tax-Free Income Portfolio?

Institutional investors have sold a total of 98,003 shares in the last 24 months. This volume of shares sold represents approximately $1.28M in transactions.



This page (NYSE:NXC) was last updated on 11/2/2024 by MarketBeat.com Staff
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