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 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $75.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
38,816
shares
|
$352,837
0.0% of portfolio
|
Q3 2025
Added 102.41%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
33,764
shares
|
$306,914
0.01% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
29,347
shares
|
$266,764
0.0% of portfolio
|
Q4 2025
Added 5.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,170
shares
|
$246,975
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
26,400
shares
|
$239,976
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,011
shares
|
$227,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
25,011
shares
|
$227,349
0.03% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,300
shares
|
$220,887
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
22,358
shares
|
$203,234
0.0% of portfolio
|
Q4 2025
Added 83.19%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
20,955
shares
|
$190,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,712
shares
|
$188,272
0.0% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
20,500
shares
|
$186,345
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
18,000
shares
|
$163,620
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 27, 2026 Q4 2025 |
17,000
shares
|
$154,530
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,606
shares
|
$150,948
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
13,818
shares
|
$125,605
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
13,621
shares
|
$123,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
13,176
shares
|
$119,769
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,830
shares
|
$116,624
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
12,786
shares
|
$116,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,610
shares
|
$114,624
0.0% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
12,500
shares
|
$113,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
11,700
shares
|
$106,353
0.02% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,330
shares
|
$102,989
0.0% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,901
shares
|
$99,090
0.0% of portfolio
|
Q3 2024
New holding
|
|