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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.2KNew |
$113K - $119K
|
13.2K
$112K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
138KNew |
$1.12M - $1.21M
|
138K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
137KNew |
$1.11M - $1.19M
|
137K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.1KNew |
$139K - $150K
|
17.1K
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3KNew |
$24.3K - $26.2K
|
3K
$25.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.86KNew |
$23.1K - $25K
|
2.86K
$24.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 62.2% |
$14.4K - $15.6K
|
4.66K
$39.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.5KNew |
$12.1K - $13.1K
|
1.5K
$12.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.5K+ 87.19% |
$193K - $215K
|
50.4K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89K+ 10.31% |
$15.5K - $17.3K
|
20.2K
$172K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
207+ 0.8% |
$1.7K - $1.9K
|
26.2K
$222K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$106K - $118K
|
12.6K
$107K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.9KNew |
$57.8K - $64.2K
|
6.9K
$58.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.35KNew |
$44.8K - $49.7K
|
5.35K
$45.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3.8KNew |
$31.8K - $35.3K
|
3.8K
$32.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$25.1 - $27.9
|
10K
$85.2K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.88KNew |
$17K - $19.1K
|
1.88K
$16K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.03K+ 224.67% |
$9.3K - $10.4K
|
1.49K
$12.6K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
13.8KNew |
$138K - $145K
|
13.8K
$117K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$155K - $162K
|
14.8K
$126K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6KNew |
$110K - $115K
|
10.6K
$89.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.64KNew |
$38K - $39.7K
|
3.64K
$30.8K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
BUY
|
- |
37.9KNew |
$376K - $416K
|
37.9K
$322K
|
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.6KNew |
$105K - $116K
|
10.6K
$89.6K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.4K+ 94.0% |
$93.2K - $103K
|
19.4K
$165K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.97KNew |
$19.6K - $21.6K
|
1.97K
$16.7K
|
|