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 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
25,011
shares
|
$210,592
0.02% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
24,000
shares
|
$202,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
21,954
shares
|
$184,852
0.01% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
21,691
shares
|
$182,638
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
20,955
shares
|
$176,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
20,955
shares
|
$176,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
19,256
shares
|
$162,135
0.0% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,138
shares
|
$161,141
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
19,000
shares
|
$159,980
0.01% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,136
shares
|
$152,705
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$147,350
0.0% of portfolio
|
Q3 2024
Added 45.83%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
17,458
shares
|
$146,996
0.0% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
16,656
shares
|
$140,243
0.0% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$126,300
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,112
shares
|
$118,823
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,957
shares
|
$117,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,818
shares
|
$116,347
0.0% of portfolio
|
Q3 2024
Reduced 30.83%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
13,818
shares
|
$116,347
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
13,730
shares
|
$115,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$109,460
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,786
shares
|
$107,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,901
shares
|
$91,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
10,700
shares
|
$90,094
0.02% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,560
shares
|
$88,915
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
10,230
shares
|
$86,136
0.01% of portfolio
|
Q3 2024
New holding
|