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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8K+ 36.87% |
$66.9K - $73.5K
|
29.7K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 12.58% |
$17.5K - $19.3K
|
18.8K
$159K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
115K+ 10.98% |
$990K - $1.05M
|
1.16M
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.9K+ 3.5% |
$483K - $514K
|
1.66M
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24KNew |
$207K - $221K
|
24K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.5K+ 3.99% |
$194K - $206K
|
585K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.2K+ 22.33% |
$192K - $204K
|
121K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21KNew |
$181K - $193K
|
21K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 7.97% |
$152K - $162K
|
238K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14KNew |
$121K - $128K
|
14K
$118K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$119K - $126K
|
13.7K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$110K - $118K
|
12.8K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9KNew |
$94.2K - $100K
|
10.9K
$92.4K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
10.2KNew |
$88.4K - $94K
|
10.2K
$86.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.43K+ 1.13% |
$72.8K - $77.5K
|
752K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 45.83% |
$47.5K - $50.5K
|
17.5K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.1K+ 16.44% |
$26.8K - $28.5K
|
22K
$186K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 8.0% |
$17.3K - $18.4K
|
27K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.36K+ 4.07% |
$11.8K - $12.5K
|
34.8K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900New |
$7.78K - $8.27K
|
900
$7.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.32K - $4.6K
|
500
$4.24K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
500+ 4.9% |
$4.32K - $4.6K
|
10.7K
$90.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
481+ 0.95% |
$4.16K - $4.42K
|
51.2K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
171+ 0.19% |
$1.48K - $1.57K
|
88.5K
$750K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
60+ 0.43% |
$518 - $551
|
14.1K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 0.99% |
$242 - $257
|
2.85K
$24.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$8.64 - $9.19
|
19.1K
$162K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
54KNew |
$453K - $488K
|
54K
$458K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27.9K+ 13.41% |
$234K - $252K
|
236K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1KNew |
$194K - $209K
|
23.1K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$146K - $158K
|
17.4K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$98.6K - $106K
|
11.7K
$99.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.22KNew |
$60.6K - $65.3K
|
7.22K
$61.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 18.18% |
$16.8K - $18.1K
|
13K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 18.25% |
$15.9K - $17.2K
|
12.3K
$104K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.98% |
$193 - $208
|
2.36K
$20K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.5KNew |
$171K - $177K
|
19.5K
$166K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.5K+ 300.0% |
$65.6K - $68K
|
10K
$84.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 19.63% |
$32.3K - $33.4K
|
22.5K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.31% |
$367 - $381
|
13.4K
$113K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.4KNew |
$253K - $291K
|
32.4K
$275K
|
|
|
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
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
17.1KNew |
$134K - $154K
|
17.1K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.73KNew |
$29.1K - $33.5K
|
3.73K
$31.6K
|
|
|
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
$19.1K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
90+ 0.82% |
$735 - $793
|
11.1K
$93.9K
|
|