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 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 28.58% |
$84K - $90.5K
|
25K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 18.18% |
$16.8K - $18.1K
|
13K
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27.9K+ 13.41% |
$234K - $252K
|
236K
$2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.98% |
$193 - $208
|
2.36K
$20K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 18.25% |
$15.9K - $17.2K
|
12.3K
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
54KNew |
$453K - $488K
|
54K
$457K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.31% |
$367 - $381
|
13.4K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.5KNew |
$171K - $177K
|
19.5K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 19.63% |
$32.3K - $33.4K
|
22.5K
$190K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.32K- 30.18% |
$72.7K - $75.4K
|
19.3K
$163K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.4K- 22.13% |
$47.2K - $48.9K
|
19K
$161K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.5K+ 300.0% |
$65.6K - $68K
|
10K
$84.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-453- 41.18% |
$3.96K - $4.1K
|
647
$5.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.01K- 28.3% |
$61.3K - $63.5K
|
17.8K
$150K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99KNew |
$15.5K - $17.8K
|
1.99K
$16.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.56K+ 227.03% |
$12.2K - $14K
|
2.25K
$19K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.4KNew |
$253K - $291K
|
32.4K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17.1KNew |
$134K - $154K
|
17.1K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.5K- 50.0% |
$97.8K - $112K
|
12.5K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.88KClosed |
$14.7K - $16.9K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.7KNew |
$177K - $203K
|
22.7K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.1KNew |
$142K - $163K
|
18.1K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.73KNew |
$29.1K - $33.5K
|
3.73K
$31.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-45.9K- 98.04% |
$359K - $412K
|
918
$7.77K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
90+ 0.82% |
$735 - $793
|
11.1K
$93.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-190- 14.5% |
$1.62K - $1.73K
|
1.12K
$9.48K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.2KNew |
$113K - $119K
|
13.2K
$112K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92- 0.32% |
$744 - $803
|
28.4K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.1KNew |
$139K - $150K
|
17.1K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
138KNew |
$1.12M - $1.21M
|
138K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-554- 1.65% |
$4.48K - $4.84K
|
33.1K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3KNew |
$24.3K - $26.2K
|
3K
$25.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
137KNew |
$1.11M - $1.19M
|
137K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.86KNew |
$23.1K - $25K
|
2.86K
$24.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 62.2% |
$14.4K - $15.6K
|
4.66K
$39.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.1K - $13.1K
|
1.5K
$12.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.04K- 14.31% |
$16.5K - $17.8K
|
12.2K
$103K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5K- 26.05% |
$41.1K - $45.9K
|
14.2K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 87.19% |
$193K - $215K
|
50.4K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89K+ 10.31% |
$15.5K - $17.3K
|
20.2K
$171K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
207+ 0.8% |
$1.7K - $1.9K
|
26.2K
$221K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 0.71% |
$16K - $17.9K
|
273K
$2.31M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.35KNew |
$44.8K - $49.7K
|
5.35K
$45.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.17K- 6.27% |
$9.79K - $10.9K
|
17.5K
$148K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.2KClosed |
$93.9K - $104K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.9KNew |
$57.8K - $64.2K
|
6.9K
$58.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$106K - $118K
|
12.6K
$107K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3.8KNew |
$31.8K - $35.3K
|
3.8K
$32.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$25.1 - $27.9
|
10K
$85K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-11.2KClosed |
$93.9K - $104K
|
0
$0
|
|