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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.73KNew |
$31.3K - $32.8K
|
3.73K
$33.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 19.33% |
$193K - $202K
|
96K
$872K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 102.41% |
$165K - $173K
|
38.8K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.5K+ 1.03% |
$156K - $163K
|
1.81M
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 18.92% |
$16.9K - $17.6K
|
12.6K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.2K+ 14.59% |
$43.7K - $45.7K
|
40.8K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-80.1K- 23.87% |
$674K - $704K
|
256K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.13K+ 2.27% |
$26.3K - $27.5K
|
141K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-58K- 26.71% |
$488K - $510K
|
159K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-570- 0.08% |
$4.79K - $5.01K
|
710K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.64K- 71.57% |
$81.1K - $84.8K
|
3.83K
$34.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-262- 0.09% |
$2.2K - $2.3K
|
306K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
148K+ 12.92% |
$1.24M - $1.3M
|
1.29M
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
138+ 0.18% |
$1.16K - $1.21K
|
76.3K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
406+ 2.51% |
$3.41K - $3.57K
|
16.6K
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.2K+ 1.11% |
$26.9K - $28.1K
|
292K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.5KNew |
$172K - $180K
|
20.5K
$186K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.5KNew |
$105K - $110K
|
12.5K
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.3K+ 22.94% |
$53K - $55.4K
|
33.8K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 10.0% |
$20.2K - $21.1K
|
26.4K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106K+ 16.04% |
$889K - $929K
|
765K
$6.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.8K+ 41.73% |
$158K - $166K
|
64K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
192+ 0.49% |
$1.61K - $1.69K
|
39.3K
$358K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-21.2K- 21.0% |
$178K - $186K
|
79.8K
$725K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
103+ 1.03% |
$866 - $905
|
10.1K
$92.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123+ 0.45% |
$1.03K - $1.08K
|
27.2K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.7K+ 14.91% |
$325K - $340K
|
298K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
731+ 2.71% |
$6.15K - $6.43K
|
27.7K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 11.48% |
$12.4K - $12.9K
|
11.3K
$103K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 0.38% |
$412 - $431
|
12.8K
$117K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.6K- 41.35% |
$468K - $489K
|
78.9K
$717K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
40KNew |
$336K - $352K
|
40K
$364K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 4.24% |
$50.3K - $53.3K
|
150K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.4K - $13.1K
|
1.5K
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$189K - $201K
|
23K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 1.03% |
$247 - $262
|
2.93K
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
13.2KNew |
$109K - $115K
|
13.2K
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25KNew |
$206K - $218K
|
25K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 12.16% |
$23.6K - $25K
|
20.7K
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 25.0% |
$20.6K - $21.8K
|
7.5K
$68.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-78K- 45.73% |
$656K - $681K
|
92.6K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.64K- 28.32% |
$55.9K - $58K
|
16.8K
$153K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.6KNew |
$115K - $119K
|
13.6K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-700- 2.8% |
$5.89K - $6.11K
|
24.3K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.11KNew |
$59.8K - $62.1K
|
7.11K
$64.6K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9K+ 78.82% |
$159K - $165K
|
42.9K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1K+ 9.35% |
$8.41K - $8.73K
|
11.7K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.9K+ 76.86% |
$521K - $541K
|
143K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3KNew |
$25.2K - $26.2K
|
3K
$27.3K
|
|