A detailed history of Advisor Group Holdings, Inc. transactions in Nuveen California Municipal Value Fund stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 7,528 shares of NCA stock, worth $63,912. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,528
Previous 20,941 64.05%
Holding current value
$63,912
Previous $181,000 62.43%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$8.64 - $9.19 $115,888 - $123,265
-13,413 Reduced 64.05%
7,528 $68,000
Q2 2024

Aug 13, 2024

SELL
$8.39 - $9.04 $256,104 - $275,946
-30,525 Reduced 59.31%
20,941 $181,000
Q1 2024

May 10, 2024

BUY
$8.74 - $9.06 $13,083 - $13,562
1,497 Added 3.0%
51,466 $463,000
Q4 2023

Feb 12, 2024

SELL
$7.82 - $8.98 $21,575 - $24,775
-2,759 Reduced 5.23%
49,969 $447,000
Q3 2023

Nov 13, 2023

SELL
$8.17 - $8.81 $71,871 - $77,501
-8,797 Reduced 14.3%
52,728 $432,000
Q2 2023

Aug 10, 2023

BUY
$8.54 - $9.1 $33,229 - $35,408
3,891 Added 6.75%
61,525 $526,000
Q1 2023

May 12, 2023

BUY
$8.55 - $9.05 $140,211 - $148,410
16,399 Added 39.77%
57,634 $507,000
Q4 2022

Feb 10, 2023

BUY
$8.09 - $8.73 $938 - $1,012
116 Added 0.28%
41,235 $348,000
Q3 2022

Nov 14, 2022

SELL
$8.22 - $9.17 $46,171 - $51,507
-5,617 Reduced 12.02%
41,119 $339,000
Q2 2022

Aug 10, 2022

BUY
$8.38 - $9.3 $83,121 - $92,246
9,919 Added 26.94%
46,736 $408,000
Q1 2022

May 04, 2022

SELL
$9.04 - $10.13 $93,093 - $104,318
-10,298 Reduced 21.86%
36,817 $337,000
Q3 2021

Nov 05, 2021

BUY
$10.45 - $10.91 $38,361 - $40,050
3,671 Added 8.45%
47,115 $497,000
Q2 2021

Aug 02, 2021

BUY
$10.21 - $10.72 $2,317 - $2,433
227 Added 0.53%
43,444 $465,000
Q1 2021

May 13, 2021

BUY
$9.92 - $10.97 $35,186 - $38,910
3,547 Added 8.94%
43,217 $442,000
Q4 2020

Feb 10, 2021

BUY
$10.18 - $10.88 $182,822 - $195,393
17,959 Added 82.72%
39,670 $429,000
Q2 2020

Aug 14, 2020

BUY
$9.3 - $10.27 $18,283 - $20,190
1,966 Added 9.96%
21,711 $222,000
Q1 2020

May 18, 2020

BUY
$8.83 - $10.97 $174,348 - $216,602
19,745 New
19,745 $197,000

Others Institutions Holding NCA

About NUVEEN CALIFORNIA MUNICIPAL VALUE FUND


  • Ticker NCA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen California Municipal Value Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California. The fund invests primarily in municipal securities rated Baa/BBB or better. It invests in...
More about NCA
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.