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 59 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $87.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,707,630
shares
|
$23.1 Million
0.01% of portfolio
|
Q1 2025
Added 15064.55%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,727,763
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,178,860
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
643,844
shares
|
$5.49 Million
0.05% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
638,123
shares
|
$5.44 Million
0.11% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
379,495
shares
|
$3.23 Million
0.26% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
335,211
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
294,124
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 45.58%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
234,392
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
223,042
shares
|
$1.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
144,263
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
142,542
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 76.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
138,628
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
136,682
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
134,526
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
126,696
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
92,578
shares
|
$788,764
0.43% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,593
shares
|
$729,252
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
81,101
shares
|
$690,980
0.47% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
75,987
shares
|
$647,409
0.28% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,879
shares
|
$569,809
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
53,993
shares
|
$460,020
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$429,527
0.02% of portfolio
|
Q3 2022
Added 87.19%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
42,914
shares
|
$365,627
0.04% of portfolio
|
Q1 2025
Added 78.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
38,530
shares
|
$328,275
0.0% of portfolio
|
Q1 2025
Added 5.37%
|