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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
32,732
shares
|
$278,876
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
27,850
shares
|
$237,282
0.01% of portfolio
|
Q1 2025
Added 48.52%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
26,964
shares
|
$229,733
0.01% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,925
shares
|
$229,401
0.0% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
26,608
shares
|
$226,700
0.03% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
25,867
shares
|
$220,386
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
25,011
shares
|
$213,093
0.03% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,300
shares
|
$207,036
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
24,000
shares
|
$204,480
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,580
shares
|
$200,901
0.0% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,955
shares
|
$178,536
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,256
shares
|
$164,061
0.0% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,177
shares
|
$154,868
0.0% of portfolio
|
Q1 2025
Added 141.01%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
18,000
shares
|
$153,360
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
17,000
shares
|
$144,840
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,808
shares
|
$143,204
0.0% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,000
shares
|
$127,800
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
13,818
shares
|
$117,729
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,730
shares
|
$116,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
13,621
shares
|
$116,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,786
shares
|
$108,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,731
shares
|
$108,468
0.03% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
11,700
shares
|
$99,684
0.02% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,901
shares
|
$92,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
10,230
shares
|
$87,159
0.01% of portfolio
|
Q3 2024
New holding
|