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 61 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 $59.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,655,404
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,158,966
shares
|
$9.76 Million
0.0% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
751,968
shares
|
$6.33 Million
0.05% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
585,102
shares
|
$4.93 Million
0.1% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
385,249
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
304,786
shares
|
$2.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
259,533
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
238,190
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
236,087
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
156,182
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
136,682
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
121,435
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
88,456
shares
|
$744,799
0.32% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,593
shares
|
$720,693
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
81,666
shares
|
$687,627
0.49% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,879
shares
|
$563,121
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
54,853
shares
|
$461,862
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
53,993
shares
|
$454,621
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
51,160
shares
|
$430,767
0.26% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$424,485
0.02% of portfolio
|
Q3 2022
Added 87.19%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
36,738
shares
|
$309,333
0.04% of portfolio
|
Q3 2024
Reduced 43.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,764
shares
|
$292,712
0.0% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
27,069
shares
|
$227,920
0.03% of portfolio
|
Q3 2024
Reduced 46.69%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
27,000
shares
|
$227,340
0.01% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
25,867
shares
|
$217,800
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|