Latest Institutional Transactions on Nuveen California Municipal Value Fund (NCA)
This table provides information on the latest institutional transactions involving Nuveen California Municipal Value Fund (NCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
50+ 0.39% |
$412 - $437
|
12.8K
$110K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.68M- 98.97% |
$22.5M - $23.4M
|
27.8K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.7K+ 9.93% |
$485K - $503K
|
638K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25K- 15.29% |
$210K - $218K
|
139K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 6.39% |
$873K - $906K
|
1.73M
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-700- 2.8% |
$5.89K - $6.11K
|
24.3K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.07K+ 4.39% |
$51.1K - $53K
|
144K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.6KNew |
$115K - $119K
|
13.6K
$117K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
14.5K+ 3.98% |
$122K - $127K
|
379K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.64K- 28.32% |
$55.9K - $58K
|
16.8K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.89K- 19.98% |
$49.5K - $51.4K
|
23.6K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-78K- 45.73% |
$656K - $681K
|
92.6K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.46K- 21.89% |
$62.7K - $65.1K
|
26.6K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9K+ 78.82% |
$159K - $165K
|
42.9K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.7K+ 3.82% |
$199K - $207K
|
644K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.66% |
$160 - $166
|
2.9K
$25K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.11KNew |
$59.8K - $62.1K
|
7.11K
$61.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.8K- 9.89% |
$310K - $321K
|
335K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 15.38% |
$16.8K - $17.5K
|
15K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.28K- 3.27% |
$36K - $37.4K
|
127K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.93K+ 0.33% |
$33.1K - $34.3K
|
1.18M
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1K+ 9.35% |
$8.41K - $8.73K
|
11.7K
$101K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 20.0% |
$33.6K - $34.9K
|
24K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.9K+ 76.86% |
$521K - $541K
|
143K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.7K- 0.72% |
$14.3K - $14.8K
|
234K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.1K+ 45.58% |
$774K - $804K
|
294K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 5.37% |
$16.5K - $17.1K
|
38.5K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 4.66% |
$10.1K - $10.5K
|
27K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3KNew |
$25.2K - $26.2K
|
3K
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.1K+ 48.52% |
$76.5K - $79.4K
|
27.9K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.21K - $4.37K
|
500
$4.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 9.31% |
$23.2K - $24.1K
|
26.9K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
32.7KNew |
$275K - $286K
|
32.7K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.3K- 5.62% |
$112K - $116K
|
223K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-12.5K- 14.1% |
$105K - $109K
|
76K
$653K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 58.51% |
$89K - $97.7K
|
7.54K
$64.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$139K - $153K
|
16.6K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$128K - $140K
|
15.3K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$85.2K - $93.5K
|
10.2K
$87.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
40.5KNew |
$339K - $372K
|
40.5K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
251KNew |
$2.1M - $2.31M
|
251K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.62KNew |
$38.7K - $42.4K
|
4.62K
$39.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.5KNew |
$473K - $519K
|
56.5K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
18KNew |
$151K - $165K
|
18K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$38.8K - $42.6K
|
4.63K
$39.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.86KClosed |
$23.9K - $26.3K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$276 - $303
|
33
$284
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37KClosed |
$19.8K - $21.8K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.1KNew |
$528K - $580K
|
63.1K
$543K
|
|