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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 68.8% |
$101K - $110K
|
29.5K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.62KNew |
$38.7K - $42.4K
|
4.62K
$39.8K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 34.76% |
$353K - $388K
|
164K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25KNew |
$209K - $230K
|
25K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 1.38% |
$134K - $147K
|
1.17M
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$128K - $140K
|
15.3K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.33% |
$318 - $349
|
2.89K
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 11.52% |
$151K - $165K
|
138K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$196K - $216K
|
23.5K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$85.2K - $93.5K
|
10.2K
$87.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.5K- 1.9% |
$263K - $289K
|
1.62M
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
40.5KNew |
$339K - $372K
|
40.5K
$349K
|
|
|
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
|
Rb Capital Management, LLC
|
BUY
|
- |
61+ 0.43% |
$511 - $561
|
14.2K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
171KNew |
$1.43M - $1.57M
|
171K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.5KNew |
$473K - $519K
|
56.5K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-132K- 17.53% |
$1.1M - $1.21M
|
620K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
60.2K+ 19.75% |
$504K - $553K
|
365K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 5.18% |
$15.1K - $16.6K
|
36.6K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
18KNew |
$151K - $165K
|
18K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81K+ 17.35% |
$31.9K - $35K
|
25.8K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.2K- 3.43% |
$111K - $122K
|
372K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.07K- 11.34% |
$25.7K - $28.2K
|
24K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.2K- 15.18% |
$303K - $332K
|
202K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.64K- 0.79% |
$38.9K - $42.7K
|
580K
$5M
|
|
|
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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$276 - $303
|
33
$284
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.19% |
$117 - $129
|
7.54K
$64.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.68K- 7.28% |
$22.4K - $24.6K
|
34.1K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 14.29% |
$20.9K - $23K
|
20K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.86KClosed |
$23.9K - $26.3K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131KNew |
$1.1M - $1.2M
|
131K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.9K+ 27.93% |
$32.6K - $35.8K
|
17.9K
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37KClosed |
$19.8K - $21.8K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.7K+ 46.93% |
$215K - $237K
|
80.6K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.1KNew |
$528K - $580K
|
63.1K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
135KNew |
$1.13M - $1.24M
|
135K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 10.53% |
$16.7K - $18.4K
|
17K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-565- 0.69% |
$4.73K - $5.19K
|
81.1K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 12.58% |
$17.5K - $19.3K
|
18.8K
$161K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8K+ 36.87% |
$66.9K - $73.5K
|
29.7K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.2K- 8.94% |
$194K - $213K
|
236K
$2.03M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$119K - $126K
|
13.7K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.16K- 30.83% |
$53.2K - $56.6K
|
13.8K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9KNew |
$94.2K - $100K
|
10.9K
$93.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$180K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24KNew |
$207K - $221K
|
24K
$207K
|
|