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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$85,200
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
10,000
shares
|
$85,200
0.04% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,110
shares
|
$60,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,655
shares
|
$39,660
0.0% of portfolio
|
Q4 2022
Added 62.2%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
3,798
shares
|
$32,358
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,999
shares
|
$25,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,904
shares
|
$24,742
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$4,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|