Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-103K- 25.28% |
$891K - $948K
|
305K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58K- 13.09% |
$501K - $533K
|
385K
$3.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.9K- 15.85% |
$422K - $449K
|
260K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.5K- 43.66% |
$246K - $262K
|
36.7K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.7K- 46.69% |
$205K - $218K
|
27.1K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 64.05% |
$116K - $123K
|
7.53K
$63.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.16K- 30.83% |
$53.2K - $56.6K
|
13.8K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.11K- 10.02% |
$52.8K - $56.1K
|
54.9K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.7K- 31.97% |
$40.6K - $43.2K
|
10K
$84.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.63K- 2.98% |
$22.7K - $24.1K
|
85.6K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 0.84% |
$11.4K - $12.1K
|
156K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.18K- 1.42% |
$10.2K - $10.8K
|
81.7K
$688K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-152- 0.58% |
$1.31K - $1.4K
|
25.9K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34- 0.05% |
$294 - $312
|
66.9K
$563K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-34.5K- 49.84% |
$290K - $312K
|
34.7K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 28.58% |
$84K - $90.5K
|
25K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1K- 6.25% |
$8.39K - $9.04K
|
15K
$126K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-31- 1.62% |
$260 - $280
|
1.89K
$15.9K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.32K- 30.18% |
$72.7K - $75.4K
|
19.3K
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.01K- 28.3% |
$61.3K - $63.5K
|
17.8K
$150K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.4K- 22.13% |
$47.2K - $48.9K
|
19K
$160K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-453- 41.18% |
$3.96K - $4.1K
|
647
$5.45K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-45.9K- 98.04% |
$359K - $412K
|
918
$7.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.5K- 50.0% |
$97.8K - $112K
|
12.5K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.88KClosed |
$14.7K - $16.9K
|
0
$0
|
|
| 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
$9.43K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.04K- 14.31% |
$16.5K - $17.8K
|
12.2K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-554- 1.65% |
$4.48K - $4.84K
|
33.1K
$278K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92- 0.32% |
$744 - $803
|
28.4K
$239K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5K- 26.05% |
$41.1K - $45.9K
|
14.2K
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 0.71% |
$16K - $17.9K
|
273K
$2.3M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.2KClosed |
$93.9K - $104K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-11.2KClosed |
$93.9K - $104K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.17K- 6.27% |
$9.79K - $10.9K
|
17.5K
$147K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-86.8KClosed |
$785K - $880K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-22.1KClosed |
$200K - $224K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-15KClosed |
$136K - $152K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$36.2K - $40.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-119Closed |
$1.08K - $1.21K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.4KClosed |
$335K - $350K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-12.3KClosed |
$123K - $129K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.8KClosed |
$50.2K - $52.4K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.69KClosed |
$49K - $51.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-37.3KClosed |
$380K - $399K
|
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
|
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$125K - $132K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.5KClosed |
$86.8K - $91.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.03KClosed |
$31K - $32.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.2KClosed |
$330K - $365K
|
0
$0
|
|