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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-43.8K- 11.55% |
$361K - $383K
|
336K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.2K- 2.98% |
$290K - $307K
|
1.14M
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 8.73% |
$241K - $255K
|
306K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 14.17% |
$162K - $171K
|
119K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.2K- 7.33% |
$142K - $150K
|
217K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.1K- 49.36% |
$108K - $115K
|
13.5K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 64.12% |
$96K - $102K
|
6.52K
$56.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.8K- 1.97% |
$47.8K - $50.6K
|
288K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 7.55% |
$24K - $25.4K
|
35.6K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 12.16% |
$23.6K - $25K
|
20.7K
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 25.0% |
$20.6K - $21.8K
|
7.5K
$64.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-78K- 45.73% |
$656K - $681K
|
92.6K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.64K- 28.32% |
$55.9K - $58K
|
16.8K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-700- 2.8% |
$5.89K - $6.11K
|
24.3K
$210K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.86KClosed |
$23.9K - $26.3K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37KClosed |
$19.8K - $21.8K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2K- 10.53% |
$16.7K - $18.4K
|
17K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-565- 0.69% |
$4.73K - $5.19K
|
81.1K
$700K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.16K- 30.83% |
$53.2K - $56.6K
|
13.8K
$119K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4.7K- 31.97% |
$40.6K - $43.2K
|
10K
$86.3K
|
|
|
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
$739K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-152- 0.58% |
$1.31K - $1.4K
|
25.9K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34- 0.05% |
$294 - $312
|
66.9K
$577K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 28.58% |
$84K - $90.5K
|
25K
$216K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.01K- 28.3% |
$61.3K - $63.5K
|
17.8K
$153K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-453- 41.18% |
$3.96K - $4.1K
|
647
$5.58K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12.5K- 50.0% |
$97.8K - $112K
|
12.5K
$108K
|
|
|
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
$9.67K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.04K- 14.31% |
$16.5K - $17.8K
|
12.2K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-554- 1.65% |
$4.48K - $4.84K
|
33.1K
$285K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92- 0.32% |
$744 - $803
|
28.4K
$245K
|
|
| 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 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 0.71% |
$16K - $17.9K
|
273K
$2.36M
|
|
| 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
|
|
| 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
|
|