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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5K+ 3.85% |
$548K - $580K
|
1.79M
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.2K- 2.98% |
$290K - $307K
|
1.14M
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 8.73% |
$241K - $255K
|
306K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$87.4K - $92.6K
|
10.6K
$91.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$189K - $201K
|
23K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 14.17% |
$162K - $171K
|
119K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 4.24% |
$50.3K - $53.3K
|
150K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-43.8K- 11.55% |
$361K - $383K
|
336K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.4K+ 8.96% |
$93.5K - $99.1K
|
138K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.4K - $13.1K
|
1.5K
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 1.03% |
$247 - $262
|
2.93K
$25.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 62.31% |
$143K - $151K
|
45.1K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 64.12% |
$96K - $102K
|
6.52K
$56.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
67.2K+ 10.44% |
$554K - $587K
|
711K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.2K- 7.33% |
$142K - $150K
|
217K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 8.0% |
$9.89K - $10.5K
|
16.2K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
13.2KNew |
$109K - $115K
|
13.2K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.8K- 1.97% |
$47.8K - $50.6K
|
288K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25KNew |
$206K - $218K
|
25K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.8K+ 3.26% |
$171K - $182K
|
659K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.1K- 49.36% |
$108K - $115K
|
13.5K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 12.16% |
$23.6K - $25K
|
20.7K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 7.55% |
$24K - $25.4K
|
35.6K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.5K+ 16.35% |
$300K - $318K
|
260K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 25.0% |
$20.6K - $21.8K
|
7.5K
$64.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 1.85% |
$4.12K - $4.37K
|
27.5K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$105K - $112K
|
12.8K
$110K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
68.3K+ 208.53% |
$562K - $596K
|
101K
$872K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.71K+ 40.04% |
$63.5K - $67.3K
|
27K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3K+ 40.57% |
$93.1K - $98.6K
|
39.2K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$82.7K - $87.6K
|
10K
$86.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122+ 0.45% |
$1.01K - $1.07K
|
27K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
137+ 0.18% |
$1.13K - $1.2K
|
76.1K
$657K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
50+ 0.39% |
$412 - $437
|
12.8K
$110K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-700- 2.8% |
$5.89K - $6.11K
|
24.3K
$210K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.6KNew |
$115K - $119K
|
13.6K
$118K
|
|
|
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
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-78K- 45.73% |
$656K - $681K
|
92.6K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9K+ 78.82% |
$159K - $165K
|
42.9K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.11KNew |
$59.8K - $62.1K
|
7.11K
$61.4K
|
|
|
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
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.9K+ 76.86% |
$521K - $541K
|
143K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 20.0% |
$33.6K - $34.9K
|
24K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3KNew |
$25.2K - $26.2K
|
3K
$25.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.21K - $4.37K
|
500
$4.32K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$128K - $140K
|
15.3K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
40.5KNew |
$339K - $372K
|
40.5K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
251KNew |
$2.1M - $2.31M
|
251K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.5KNew |
$473K - $519K
|
56.5K
$487K
|
|