Latest Institutional Purchases of Nuveen California Municipal Value Fund (NCA)
This list provides information on the latest institutional transactions involving Nuveen California Municipal Value Fund (NCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
68.3K+ 208.53% |
$562K - $596K
|
101K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
67.2K+ 10.44% |
$554K - $587K
|
711K
$6.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5K+ 3.85% |
$548K - $580K
|
1.79M
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.5K+ 16.35% |
$300K - $318K
|
260K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25KNew |
$206K - $218K
|
25K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$189K - $201K
|
23K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.8K+ 3.26% |
$171K - $182K
|
659K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 62.31% |
$143K - $151K
|
45.1K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
13.2KNew |
$109K - $115K
|
13.2K
$114K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8KNew |
$105K - $112K
|
12.8K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.4K+ 8.96% |
$93.5K - $99.1K
|
138K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3K+ 40.57% |
$93.1K - $98.6K
|
39.2K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$87.4K - $92.6K
|
10.6K
$91.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$82.7K - $87.6K
|
10K
$86.6K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.71K+ 40.04% |
$63.5K - $67.3K
|
27K
$233K
|
|
|
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
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.4K - $13.1K
|
1.5K
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 8.0% |
$9.89K - $10.5K
|
16.2K
$140K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 1.85% |
$4.12K - $4.37K
|
27.5K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
137+ 0.18% |
$1.13K - $1.2K
|
76.1K
$657K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122+ 0.45% |
$1.01K - $1.07K
|
27K
$233K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
50+ 0.39% |
$412 - $437
|
12.8K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 1.03% |
$247 - $262
|
2.93K
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.9K+ 76.86% |
$521K - $541K
|
143K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.9K+ 78.82% |
$159K - $165K
|
42.9K
$370K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.6KNew |
$115K - $119K
|
13.6K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.11KNew |
$59.8K - $62.1K
|
7.11K
$61.4K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1K+ 9.35% |
$8.41K - $8.73K
|
11.7K
$101K
|
|
|
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
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
251KNew |
$2.1M - $2.31M
|
251K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
135KNew |
$1.13M - $1.24M
|
135K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.1KNew |
$528K - $580K
|
63.1K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
56.5KNew |
$473K - $519K
|
56.5K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
40.5KNew |
$339K - $372K
|
40.5K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
18KNew |
$151K - $165K
|
18K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$128K - $140K
|
15.3K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$38.8K - $42.6K
|
4.63K
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.62KNew |
$38.7K - $42.4K
|
4.62K
$39.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33New |
$276 - $303
|
33
$285
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24KNew |
$207K - $221K
|
24K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$181K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$119K - $126K
|
13.7K
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$110K - $118K
|
12.8K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9KNew |
$94.2K - $100K
|
10.9K
$94.1K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
10.2KNew |
$88.4K - $94K
|
10.2K
$88.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 8.0% |
$17.3K - $18.4K
|
27K
$233K
|
|