Institutional Ownership Nuveen California Municipal Value Fund (NCA)
This table provides information about the institutional ownership of Nuveen California Municipal Value Fund (NCA). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,507,007
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Added 15.4%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,067,301
shares
|
$9.05 Million
0.0% of portfolio
|
Q1 2024
Added 8.68%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
672,371
shares
|
$5.7 Million
0.04% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
595,091
shares
|
$5.05 Million
0.1% of portfolio
|
Q1 2024
Added 11.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
434,301
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.55%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
419,227
shares
|
$3.56 Million
0.31% of portfolio
|
Q1 2024
Reduced 32.49%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
354,742
shares
|
$3.01 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
208,177
shares
|
$1.77 Million
0.08% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
207,002
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Added 84.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
171,157
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
167,180
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.42%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
136,682
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
May 15, 2024 Q1 2024 |
94,146
shares
|
$798,358
0.36% of portfolio
|
Q1 2024
Reduced 21.76%
|
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
85,796
shares
|
$727,550
0.1% of portfolio
|
Q1 2024
Reduced 18.48%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
82,805
shares
|
$702,186
0.54% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
82,638
shares
|
$700,770
0.0% of portfolio
|
Q1 2024
Reduced 19.39%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
69,252
shares
|
$587,256
0.03% of portfolio
|
Q1 2024
Reduced 66.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
66,913
shares
|
$567,422
0.0% of portfolio
|
Q4 2023
Added 69.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
51,466
shares
|
$436,431
0.0% of portfolio
|
Q1 2024
Added 3.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$427,510
0.02% of portfolio
|
Q3 2022
Added 87.19%
|
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
50,193
shares
|
$425,636
0.26% of portfolio
|
Q1 2024
Added 0.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
40,859
shares
|
$346,484
0.0% of portfolio
|
Q1 2024
Added 122.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 06, 2024 Q1 2024 |
35,021
shares
|
$296,978
0.03% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
29,498
shares
|
$250,143
0.02% of portfolio
|
Q1 2024
Reduced 44.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
28,395
shares
|
$240,789
0.01% of portfolio
|
Q4 2022
Reduced 0.32%
|
|