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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.04K- 14.31% |
$16.5K - $17.8K
|
12.2K
$105K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5K- 26.05% |
$41.1K - $45.9K
|
14.2K
$122K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89K+ 10.31% |
$15.5K - $17.3K
|
20.2K
$174K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 87.19% |
$193K - $215K
|
50.4K
$434K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
207+ 0.8% |
$1.7K - $1.9K
|
26.2K
$225K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 0.71% |
$16K - $17.9K
|
273K
$2.35M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.35KNew |
$44.8K - $49.7K
|
5.35K
$46K
|
|
|
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
$59.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$106K - $118K
|
12.6K
$109K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3.8KNew |
$31.8K - $35.3K
|
3.8K
$32.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$25.1 - $27.9
|
10K
$86.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-11.2KClosed |
$93.9K - $104K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.88KNew |
$17K - $19.1K
|
1.88K
$16.2K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-119Closed |
$1.08K - $1.21K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-86.8KClosed |
$785K - $880K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.03K+ 224.67% |
$9.3K - $10.4K
|
1.49K
$12.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-15KClosed |
$136K - $152K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-22.1KClosed |
$200K - $224K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$36.2K - $40.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
13.8KNew |
$138K - $145K
|
13.8K
$119K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-12.3KClosed |
$123K - $129K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.4KClosed |
$335K - $350K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.64KNew |
$38K - $39.7K
|
3.64K
$31.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$110K - $115K
|
10.6K
$90.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.8KClosed |
$50.2K - $52.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$155K - $162K
|
14.8K
$127K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.69KClosed |
$49K - $51.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.03KClosed |
$31K - $32.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.5KClosed |
$86.8K - $91.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$125K - $132K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-21.5KClosed |
$220K - $230K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15.2KClosed |
$155K - $163K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-37.3KClosed |
$380K - $399K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.2KClosed |
$330K - $365K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-768Closed |
$7.62K - $8.42K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
BUY
|
- |
37.9KNew |
$376K - $416K
|
37.9K
$326K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.4K+ 94.0% |
$93.2K - $103K
|
19.4K
$167K
|
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
SELL
|
- |
-13.8KClosed |
$137K - $151K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.97KNew |
$19.6K - $21.6K
|
1.97K
$17K
|
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.6KNew |
$105K - $116K
|
10.6K
$90.8K
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-32.9KClosed |
$306K - $338K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.5KClosed |
$92.8K - $115K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.6KClosed |
$218K - $270K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 19, 2019
Q3 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-785Closed |
$7.9K - $8.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-28.7KClosed |
$289K - $307K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-14.2KClosed |
$136K - $143K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-990Closed |
$9.51K - $9.99K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-10.5KClosed |
$96.6K - $101K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-607- 42.99% |
$5.45K - $5.66K
|
805
$6.92K
|
|