Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
714,885
-
Shares change
-
-95,169
-
Total reported value, excl. options
-
$9,265,058
-
Value change
-
-$1,245,971
-
Number of buys
-
13
-
Number of sells
-
-9
-
Price
-
$12.96
Significant Holders of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) as of Q2 2024
26 filings reported holding NXC - NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT as of Q2 2024.
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 714,885 shares
.
Largest 10 shareholders include LPL Financial LLC (153,105 shares), MORGAN STANLEY (85,907 shares), GUGGENHEIM CAPITAL LLC (77,612 shares), 1607 Capital Partners, LLC (71,045 shares), Hennion & Walsh Asset Management, Inc. (66,015 shares), AMERIPRISE FINANCIAL INC (58,148 shares), WELLS FARGO & COMPANY/MN (46,990 shares), Advisors Asset Management, Inc. (33,200 shares), UBS Group AG (25,063 shares), and Cetera Investment Advisers (17,450 shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.