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 67 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $67.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,623,927
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,174,928
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
620,161
shares
|
$5.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
580,459
shares
|
$4.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
372,020
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
364,971
shares
|
$3.14 Million
0.25% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
251,339
shares
|
$2.16 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
236,331
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
236,087
shares
|
$2.03 Million
0.08% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
202,034
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
170,598
shares
|
$1.47 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
163,651
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
138,191
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
136,682
shares
|
$1.17 Million
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
134,526
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
130,975
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
88,456
shares
|
$759,837
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
|
$735,243
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
81,101
shares
|
$696,657
0.46% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
80,597
shares
|
$692,328
0.01% of portfolio
|
Q4 2024
Added 46.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
66,879
shares
|
$574,490
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
63,098
shares
|
$542,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
56,459
shares
|
$484,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
53,993
shares
|
$463,799
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
50,414
shares
|
$433,056
0.02% of portfolio
|
Q3 2022
Added 87.19%
|