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 62 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $65.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,794,232
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,143,697
shares
|
$9.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
711,069
shares
|
$6.14 Million
0.05% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
658,926
shares
|
$5.69 Million
0.11% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
335,648
shares
|
$2.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
305,948
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
288,325
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
259,502
shares
|
$2.24 Million
0.1% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
217,202
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
150,373
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
138,046
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
136,682
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
134,526
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
118,984
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
100,988
shares
|
$871,526
0.12% of portfolio
|
Q2 2025
Added 208.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,593
shares
|
$738,667
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
81,101
shares
|
$699,901
0.44% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
76,124
shares
|
$656,950
0.23% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,879
shares
|
$577,165
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
53,993
shares
|
$465,959
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$435,072
0.02% of portfolio
|
Q3 2022
Added 87.19%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
45,131
shares
|
$389,480
0.0% of portfolio
|
Q2 2025
Added 62.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
39,150
shares
|
$337,864
0.01% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,621
shares
|
$307,409
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
27,464
shares
|
$237,014
0.01% of portfolio
|
Q2 2025
Added 1.85%
|